See What Matters at a Glance
Create customized dashboards for essential team members, providing them with immediate access to their critical processes, reports, and dashboards.
Remove outdated favorites that might be cluttering your dashboard.
Integrate reports and statistics directly into the dashboards for convenient access.
Organize dashboard elements to align with individual preferences and requirements.
Leverage the Linked Apps feature in Workspace to quickly access external processes
Never Miss a Deadline Again
Stay informed about matter budgets, missing time entries, and general journals posted to control accounts for better financial oversight.
Leverage dynamic notification lists to streamline communication by sending targeted alerts to specific groups, such as billing timekeepers, ensuring each individual receives only the information relevant to them.
Quickly configure the standard notification by adding parameters or extra information to enhance its relevance for recipients.
Get the Insights You Need
Save reports with predefined date parameters, such as “current fiscal year,” to ensure automatic date updates each time the report is run.
The Auto submit parameters feature allows users to automatically run reports with pre-set criteria to save on click time.
Create and save your preferred report layout to eliminate the need for future edits.
Share custom reports across multiple teams, users, and offices to enhance collaboration.
Complete Tasks in Bulk
When making significant data changes utilize global update processes.
Generate bulk proformas, perform bulk period closes, and update timekeeper rates efficiently.
Apply the time recalculation process after adjusting a rate on a client or matter to update all time and cost cards in bulk.
Leverage standard data loads for items such as vouchers, general journal entries, and costs.
Utilize standard timekeeper rate files or conflict search term uploads.
Capture your Unique Needs
Add custom fields for client-specific data points that help you offer personalized services and make reporting more comprehensive.
Effortlessly modify, add, or remove columns in grids directly from the front end.
Eliminate unnecessary fields from parent forms through the front end interface.
Set up a single report in multiple configurations, ensuring the underlying data remains consistent while offering distinct views.
Use User Expansion Codes to efficiently insert large amounts of pre-saved text into your timecards, saving time and effort.
Month End Made Easy
Automated General Ledger to Sub Ledger Balancing for Daily Monitoring.
Quickly Identify Differences with Built-In Drill-Downs.
Elite 3E allows independent management of General Ledger and Sub Ledger period dates, enabling phased period closures for flexible processing.
Set up automated accrual journal reversals to reduce manual month-end adjustments and minimize risk of errors.
Set up recurring journal entries for fixed, predictable expenses, such as rent or subscriptions, to automatically post each period.