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  • About Us
  • 3E Templates
  • Paperless
  • News & Events
  • Contact
  • Careers
  • Enhancement Offerings

Paperless Proforma Service Offering

  

The Datolite Paperless team are industry leading experts on both

3E Paperless and Enterprise Paperless


  You won’t find anyone in the world with more experience. 


Our team can shape Paperless to suit your firm’s business needs. Whether it is a product upgrade or a new implementation, we can lead these projects to ensure success.  Our experts will install the product for you, walk you through how it functions with 3E (or Enterprise), and – once you’ve had a chance to work with the product in a test environment – we’ll work with you to ensure it’s configured and customized to meet your precise business requirements.

Rapid Application Deployment for Enterprise Firms

Find out more

Business Analysis

Are you making the jump from Enterprise to 3E and wondering what 3E Paperless Proforma offers? 

Are you wondering how your current Paperless Proforma for Enterprise customizations compare to what is offered out of the box with 3E Paperless Proforma? We can help conduct a gap analysis to shape and prioritize features for your 3E Paperless Proforma projects. We also help identify required 3E integration setups and user configuration.

Workflow Routing Process

One of the biggest challenges faced by law firms when attempting to bring their current paper-based prebill process to a digital environment is the inability to use established internal workflow procedures. The good news is, Paperless Proforma’s routing actions are built entirely on customizable Windows Workflow that can be molded to suit your firm’s needs.   This can accommodate such scenarios as tier-based approval on prebills with varied levels of write-off thresholds as well as the automatic sending of custom email notifications.


All movements through the workflow are tracked through Paperless Proforma’s auditing functionality. The audit tracking ensures that every change in a proforma state, like an approval write-off, have been validated by the correct parties prior to uploading back into the host system.

Application Customizations

We will work with you to identify the business-critical data your users need to see. Modelled off of information on your paper prebills, we can develop an interface that features only what is important to your firm. Our experience has shown that firms will experience higher user adoption rates with a custom fitted solution.

Custom Data

Paperless Proforma has a large amount of data surfaced from 3E (or Enterprise) however it’s not always what firms are looking for. The Datolite team are able to surface any additional data that needs to be shown; whether it’s just one field, or an entire custom section based on a large subset of data.

See how Paperless Proforma can benefit your firm

Contact us

Downloads

Datolite Info Sheet_Paperless (pdf)Download
Datolite_Paperless Rapid Deployment (pdf)Download

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