proforma editing shouldn't be rocket science
Redefine efficiency of your firm’s proforma review process using an application designed with ease of use and user adoption in mind.
Why complicate the process with a tool that resembles another billing screen?
Rocket Proforma speeds up your billing process by automating manual data entry while establishing controls for complete transparency, so you always know where you stand throughout the process.
what sets us apart
People First Approach
A straightforward interface design accommodates users of all experience levels across various firm roles.
Word Editing Option
Attorneys can edit proforma directly in Word, using proforma templates. Edits sync with Datolite Rocket Proforma for seamless processing.
Group Bundling
Provide attorneys with a single rolled up view of financial information for all proformas within a group for easy editing and submission.
Powerful Reporting
Gain insight and awareness of proforma at all times. Easily identify bottlenecks and spot trends.
datolite rocket proforma brochure
We have implemented proforma automation projects at over 100 law firms.
Drawing on this experience, we've launched Rocket Proforma, a proforma automation tool tailored to the unique needs and pain points of firms.
features:
Process Automation
Eliminate the inefficiencies of manual proforma distribution along with re-keying of proforma edits. Automatically send the proforma to the necessary reviewers and streamline the upload of edits.
USER CONFIGURABLE
Attorneys and Billers don’t need to see the same level of information when it comes to proforma editing. Tailor content based on role (or user preference) so that people get the appropriate level of detail and are not overwhelmed.
Intelligent Workflow
Ensure proforma flow into the hands of the users that need to see them in a timely manner. Configurable out of the box workflow will enforce business logic and confirm approval for write-downs when required.
Preview
Leverage your firm’s proforma or invoice template to provide attorney’s the ability to preview edited proforma data in a format they are use to seeing.
Notifications
Abundant yet configurable, bundled email notifications will ensure users are kept informed and reminded (as needed) so proforma keep flying!
Audit
All edits are captured for future reference. Easily track who made what change and when.