Edit proformas or prebills directly in Microsoft Word. Automate approvals, eliminate manual data entry, and reduce billing cycle time. Built for Elite 3E and Aderant.
Datolite Rocket simplifies legal billing by automating processes that fit your current workflows, helping you cut down on tedious tasks and concentrate on data-driven decisions.
Works with your legal billing systems.
Eliminate manual proforma and prebill workflows and their inefficiencies. Automated proforma & prebill generation, routing, and approval tracking eliminate the manual follow-up that delays month-end billing. Configure workflows based on matter type, attorney, or write-off thresholds.
Customize views according to user role and preference. Attorneys see only their matters, billing staff see firm-wide queues, and partners access write-off summaries needing approval. Deliver exactly the view each person requires, no more, no less.
Customized workflows eliminate guesswork in approvals and prevent proformas & prebills from stalling. They include automated reminders, escalation rules for delayed reviews, and clear approval pathways for every situation.
Utilize your firm’s existing proforma, prebill or invoice templates to enable attorneys to review edited proforma and prebill data in the format they’re most familiar with. Detect errors before final submission.
Set up as many (or as few) notifications as necessary to ensure all users stay informed and reminded of their roles in the process. Keep proformas and prebill progressing towards submission without overwhelming inboxes.
All edits are documented for easy future reference to identify who made each change and when. Ideal for client disputes or internal compliance reviews.
Contact us today to schedule a demo or for more information.