Product enhancements benefits
Out Product Enhancement Offerings are available for your fim’s unique needs.
Paperless Product Enhancement Benefits
Our Product Enhancement Offerings are available for your firm’s unique needs.
3E Paperless proforma
Paperless Draft Preview
Allow viewing of Draft Bills, using your firm’s EDG templates, via Paperless Proforma. Huge time savings as requests to billing to create a Draft Bill are no longer required.
Paperless Long Form View
Display all proforma content on a single page opposed to across multiple tabs. Allows for more easy access to all information on page while reducing the number of ‘clicks’ required to improve the user experience.
Paperless Email Digest
Send a summary of all proformas in the timekeeper’s work list on a daily/weekly/bi-weekly basis.
Paperless Advanced Reporting
Report on firm’s proforma editing process from front office to back office. Reporting can be done at the Firmwide or Assigned Biller level. Highlighting funds being used (trust, bao, unallocated). Various at a glance views of the proforma in process.
enterprise paperless proforma
Paperless Email Digest
Send a summary of all proformas in the timekeeper’s work list on a daily/weekly/bi-weekly basis.
Paperless Advanced Reporting
Report on the firm’s proforma process: status of outstanding proformas, biller work que, timecard level actions, number, and types of edit – track, analyze, & trend.