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End-to-end proforma and billing
3E Proforma
Modernize your proforma review process
3E Proforma from Thomson Reuters helps you reduce the chance of human error, speed the proforma process, and get invoices out the door faster. As the next generation of our end-to-end proforma and billing solution, 3E Proforma seamlessly connects the lawyer and the biller experiences by leveraging cloud capabilities, 3E APIs, and 3E workflow technologies.
Improve profitability and cashflow
Proforma helps streamline and expedite the entire review process resulting in better cash flow. An easy-to-read dashboard lets you monitor proforma status and easily keep on top of productivity and profitability across your firm.
Expedite your proforma process with accurate filtering, reporting, and scenario calculations.
Collaborate in real-time on performance edits and reviews with others who share billing responsibility or origination.
Connect lawyer and biller experiences in our end-to-end solution by leveraging the cloud, APIs, and workflow technologies.
Overcome law firm challenges with 3E Proforma
Today's lawyers need to be able to approve proformas as quickly and efficiently as possible so they can move on to the needs of their clients. An overwhelming majority (94%) of law firms surveyed say they burn up time editing and reviewing pre-bills contributing to:
- Lengthy invoicing process and longer work to cash cycle.
- Inaccurate invoicing, invoicing errors leading to slower payment.
- Wasted resources and time-consuming processes.
- Slow and unpredicted cash flow.
See the newest Proforma updates
The newest 3E Proforma update includes the existing paperless features, but it has been completely re-architected with an initial centralized billing focus and significant functionality enhancements.
New enhancements
- Visual alerts and auditing of changes for 3E billers when lawyers make edits to their proformas
- 3E billing rules and eBillingHub validation rules integrations
- Responsive design for mobile tablet device support
- Built on the 3E database and application code allowing for greater workflow efficiency
New features
- Online edit process ensures edits and instructions are both readable and implemented accurately
- Lawyers can run different scenario calculations to achieve the correct balance in compliance with the firm’s billing policies
- Lawyers can filter and group proforma work lists by date, status, clients, dollar amount, and much more
- Lawyers are able to defer proformas directly to archives, reducing the steps in the process and reducing accounting’s workload
- Administrative staff can easily switch between lawyer profiles without entering and exiting the system
