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

Draft Preview

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.

Long Form View

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.

Email Digest

Paperless Email Digest

Send a summary of all proformas in the timekeeper’s work list on a daily/weekly/bi-weekly basis.

Advanced Reporting

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

Email Digest

Paperless Email Digest

Send a summary of all proformas in the timekeeper’s work list on a daily/weekly/bi-weekly basis.

Advanced Reporting

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.

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