Law firm management
3E Paperless Proforma
Improve your firm’s financial management time cycle with 3E Paperless Proforma
An intuitive, browser-based pre-bill distribution and mark-up solution, Paperless Proforma provides sophisticated auditing, tracking, filtering, and reporting capabilities.
Monitor the pre-bill process with at-a-glance viewing of fee earner productivity and report status. View top-level statistics on open, submitted, and archived pre-bills to stay on top of productivity and profitability across the entire firm. In addition, the web-based interface lets on-the-go lawyers make changes online and send them back to accounting instantly.
Key benefits of 3E Paperless Proforma
Streamline and expedite the review process for improved cash flow.
- Pre-bill data is acquired from 3E and becomes readily available for the billing lawyer
- On-screen edit process ensures edits and instructions are both readable and implemented accurately
- Fee earners are able to defer pre-bills directly to archives, reducing the steps in the process and reducing accounting’s workload
- Integration with eBillingHub® allows users to validate for e-billing errors that might cause bills to be rejected, and correct them on the spot
Reduce paper usage and costs within the pre-bill workflow.
- Interface mirrors traditional paper pre-bills, making the system easy to learn and use
Increase productivity with filtering, reporting, and scenario calculations features.
- Unique productivity features help improve firm performance
- Fee earners can run different scenario calculations to achieve the correct balance in compliance with the firm’s billing policies
- Users can filter and group pre-bill work lists by date, status, clients, dollar amount, and much more
Expand productivity and profitability with a wide range of pre-built reports for managerial review and analysis.
- The number of pre-bill reports and the total financial value per fee earner in the firm can be monitored
- Reporting capabilities allow you to drill down into the details of specific pre-bills to learn who the owner is and its status
Superior flexibility backed by configurable workflows, enables the solution to work the way your firm works.
- Built-in, configurable, and automatic approval routing
- Administrative staff can easily switch between fee earner profiles without entering and exiting the system
- Sophisticated collaboration features, allowing fee earners to work together (either parallel or sequential) at the matter level
- Review proformas securely while out of the office without transporting confidential, printed documents