Schedule & Curriculum

VANTAGE Las Vegas will feature sessions focused on 3E, eBillingHub, and ProLaw as well as featuring legal software industry leaders, roadmaps, and more! CPE Credits will be available for most sessions.

The schedule is subject to change. 

Schedule & Curriculum

Monday, May 13, 2024

Registration Hours 7:30 am – 7:30 pm
Engagement Zone 1:00 pm – 5:15 pm

1:00 pm 3:00 pm

3E APIs and Integrations

This session will provide a deep dive into the 3E APIs and integrations, including the API strategy and best practices on what to use when. There will also be real-time demonstrations.

3E

Innovation: Extending 3E with Microsoft Power Platform

This in-depth session will include an overview and examples of using the Microsoft Power Platform and how it can be used to extend 3E. In addition, the team will demonstrate how to build an app in an hour.

3E

3E Reports and Metrics

Join us as we explore configuration, scheduling, and metric retention setups and best practices for 3E Reports and Metrics. Make the most of the highly versatile metric presentations to easily mine your data and provide quick and meaningful result sets.

3E

ProLaw Reports – Advanced Report Writing

This in-depth session is designed for advanced SSRS report creators and will explore options outside of the ProLaw standard default options. We will discuss creating new reports from scratch using the Lookup and Lookupset expressions and how to export report data into complex Excel workbooks.

ProLaw

ProLaw Reports – Introduction

During this in-depth session, we will review the basics in customizing SSRS report formats by navigating the new SSRS report viewer and design module. Basic skills such as changing the report appearances will be reviewed.

ProLaw

3:15 pm 5:15 pm

3E Business Intelligence

Take an in-depth dive into how to make the most of 3E Business Intelligence tools. This session will provide a comprehensive overview of where to find answers when you need them within 3E metrics, Data Insights, and Advanced Financial Solutions.

3E

The World of 3E Templates

During this in-depth session, in the first hour, we will start with a general overview of 3E Templates and the key role this solution plays in document automation. We will then discuss integrations including DMS and imaging, and walk through a demo of seeing the software in action.


In the 2nd hour of the session, we will focus on more advanced topics such as modifying templates in the cloud and extending functionality via Power Automate. The session will end with a discussion on leveraging 3E Templates as a data transformation and distribution tool, unlocking capabilities beyond its stock functionality.

3E

Accessing Your 3E Cloud Data

During this in-depth session, join us as we walk through several real-life scenarios for accessing 3E data in the cloud.

3E

Master Class: Maximizing the Value of Your Data

This in-depth session will focus on the value of your ProLaw Data, including:

  • Quality and context – turning data into information.
  • Analysis – the importance of people and skills.
  • Communication – visualization and timeliness.
  • Measuring the right things – focusing on the why.

 

ProLaw

ProLaw Reports – Modifying Statement Formats

During this in-depth session, we will review the process of customizing the ProLaw default statement format, including how to add custom fields, adjust visibility properties, and create complex headers.

ProLaw

5:30 pm 7:30 pm

VANTAGE Welcome Reception

Tuesday, May 14, 2024

Registration Hours 7:30 am – 6:30 pm
Expo Hall Hours 8:00 am – 5:30 pm*
Engagement Zone 8:00 am – 5:30 pm*
Demo Suites  8:00 am – 5:00 pm*
Learning Zone 11:15 am – 5:30 pm**

*Closed during Lunch and Keynote
**Closed during Lunch

8:00 am 8:45 am

Breakfast

9:00 am 11:00 am

Elite Keynote

As we officially open VANTAGE, hear from Mark Dorman, CEO about the exciting developments at Elite and how these initiatives will support your business. Leaders from the Product, Technology, and Global Services organizations will provide updates and the session will close with a customer panel talking about the opportunities ahead of the legal technology industry, and how their firms are adapting and growing. There will be a short intermission during the Keynote.

11:15 am 11:45 am

Break

11:45 am 12:45 pm

Security and User Access in 3E

This session will include an overview of process level security in 3E, including features, behavior, and implementation of user, role, and security setups.

3E

Preparing Your Firm for 3E

A successful 3E implementation starts now with you! Join this session to learn the 20 steps you can take to prepare your firm and your data in advance of meeting your 3E implementation team. Discuss business goals, process improvements, change management and more.

3E

Paying the Bills: Maximizing the AP Capabilities of 3E

Managing your book of business can be challenging. Attend this session where our most experienced colleagues will share best practices for managing accounts payable (AP) in 3E, including tips and tricks to make AP processing faster, easier, and more accurate.

3E

Elite Innovations – from Chaos to Compliance

Interested in a sneak peek at what Elite has been working on? Join this session to hear about new and exciting AI innovations coming in 2024 around compliance, time, and insights.

3E eBillingHub

ProLaw General Session

Join us during this session as the ProLaw team discusses recent updates and new ProLaw partner integrations.

ProLaw

Connect Four: Strategic Links Between Systems, Knowledge, Data and People

As your law firm migrates 3E and other enterprise applications to the Cloud, four key aspects of connectivity emerge: integrating systems, accessing expertise, converging data, and enabling attorneys to interact with business applications. To ensure a high-performing IT infrastructure that drives efficiency, mitigates risks, and improves profitability, flexible and scalable solutions are essential in each of these areas. This interconnected network forms the foundation of 3E as a platform for your firm's growth, seamlessly supporting operations whether on-premises, in the Cloud, or during a transition journey in between.

 

12:45 pm 1:45 pm

Lunch

1:45 pm 2:45 pm

3E Proforma: Now, Next, and Future

Learn about the new enhancements, highlighted features, and future roadmap of 3E Proforma.

3E

3E Essentials

3E Essentials is here! Learn about our new best practices-based financial management solution, preconfigured for your firm. 3E Essentials enables your teams to drive operational efficiency in day-to-day timekeeping/billing and get the strategic visibility you need to make timely, accurate business decisions. Learn how you can go from signature to go-live in less time and with less cost.

3E

Customer Spotlight: Are you ready to unlock the power of the 3E cloud?

This session shines a spotlight on real-world experiences, first-hand from firm leaders who have partnered with Helm360 to implement Elite 3E. These firms are in different stages of the implementation process and they'll share details about their reasoning for making the move (or not), their journeys, the challenges they overcame, the remarkable results they've achieved and how Helm360 helped each step of the way. Whether you are ready for cloud, are still undecided or are unsure you want to take the leap, don't miss this opportunity to gain valuable insights and practical strategies that can help with your own firms' decision. 

3E

eBillingHub Product Roadmap

Join us for a look at the short- and long-term product roadmap plans and key enhancements for eBillingHub.

eBillingHub

Understanding ProLaw Supported Technologies and System Requirements

High-level explanations of the ProLaw supported technologies, including system requirements will be outlined during this session. We will discuss why these requirements are needed, and we will help you better understand these technologies for your firm’s setup. With this knowledge in hand, we will go over how to best organize your firm's ProLaw environment, including customizations, SQL/Server specs, triggers, and reports.

ProLaw

Best Practices for Supporting Remote ProLaw Users

Remote access to ProLaw is critical in staying connected to the firm's clients as well as the interal workflow at the firm. In this session, we will outline the technical requirements for accessing ProLaw data remotely as well as entering time from mobile devices.

ProLaw

3:00 pm 4:00 pm

Tips & Tricks for Moving to the Cloud

Need help convincing your firm you are ready for the cloud? Join us for a tips and tricks session focused on lessons learned by customers and benefits when you get to the cloud.

3E

End-to-end Billing, including eBillingHub

This session will cover the available capabilities for an efficient end-to-end billing flow from time entry to invoice generation and submission, including e-billing and status checking. We will also cover exciting things in store for future development.

3E eBillingHub

ProLaw Back Office Tour

Whether you are new to ProLaw or just want a refresher, this session will provide an overview of several back office features.

ProLaw

Leverage Your ProLaw data and Extend Your Reporting Capabilities

In this session, we will show how to unlock the data in ProLaw to provide improved financial performance, increase accountability and decrease risk. We will also demo the potential of a fully integrated Business Intelligence dashboard which leads to faster and better financial decisions.

ProLaw

ProLaw Front Office Tour

Whether you are new to ProLaw or just want a refresher, this session will provide an overview of several front office features.

ProLaw

ProLaw Remote Access – Technical Discussion

Remote access to ProLaw is important in staying connected with your clients and internal workflow. In this session, we will explore the technical requirements for the different solutions to accessing ProLaw data and time entry from your mobile devices and laptops. Topics covered will center around ProLaw Mobility, Portal, and Matter View.

ProLaw

4:00 pm 4:30 pm

Break

4:30 pm 5:30 pm

How to Prepare Your Firm for a Successful 3E Migration from On-prem to the Cloud

A successful migration to 3E in the cloud from 3E On-prem is dependent upon a well-defined and detailed strategic plan for the implementation. During this session, Professional Services experts will discuss how to prepare and plan for a 3E in the cloud migration, best practices learned, how to avoid pitfalls, and tips for ensuring a successful on-prem to cloud migration project.

3E

3E Workflows – Putting Them to Work

Learn how to manage workflows to automate 3E functions.

3E

Time Management with 3E

Discover how you can improve the time entry experience with 3E Workspace and Always-on Time.

3E

Customer Panel – Strategies for Success in E-billing

Hear from your colleagues on how they have adopted successful e-billing strategies using eBillingHub.

eBillingHub

ProLaw Suite Basic Troubleshooting

This class is designed to assist in common troubleshooting scenarios spanning the ProLaw Desktop, ProLaw Suite, and ProLaw Groupware Agent. We will delve into startup issues, reading log files and where to find them, and when all else fails the best way to file a support ticket.

ProLaw

ProLaw Workspace

This session will provide an overview of ProLaw Workspace and Paperless Proforma. Workspace is built for attorneys and legal staff to complete tasks more efficiently and with fewer clicks from a web browser. Paperless Proforma allows timekeepers to easily route and edit pre-bills via this intuitive, browser-based pre-bill distribution and mark-up solution.

ProLaw

Wednesday, May 15, 2024

Registration Hours 8:00 am – 3:00 pm
Expo Hall Hours 7:45 am – 3:00 pm*
Engagement Zone 7:45 am – 3:30 pm*
Learning Zone 7:45 am – 3:00 pm*
Demo Suites  8:00 am – 5:00 pm*

*Closed during Lunch & Closing Session

7:45 am 8:30 am

Breakfast

8:30 am 9:30 am

Elite Product Roadmap

Learn about the future direction of the 3E core business applications, including 3E Data Insights, 3E Templates, cloud capabilities, and more!

3E

ProLaw SSRS Troubleshooting

This class is designed to assist in common troubleshooting scenarios for SSRS-based reports. We will look into such problems as report loss and how to recover them, the dreaded sub report error, and SSRS Permissions needs for users.

ProLaw

Leveraging Custom Tabs in ProLaw

Learn how to develop custom ProLaw input screens by following the five steps to good custom tab design. In this popular session, you will be given the tools you need to determine what information you should track, how to design a user-friendly interface, and how to create custom tabs in ProLaw. We will also cover how to set up Item Level Security for custom tabs. As your requirements change over time, learn how you can redesign custom tabs to meet your organization’s current business needs and growing sophistication.

ProLaw

9:45 am 10:45 am

3E in the Cloud Security

This session will outline the fundamental aspects of 3E cloud security.

3E

Maximizing 3E Year After Year: Hear From Your Peers

Have you been on 3E for over a year? This session is for you! Hear from a panel of 3E clients on how they continue to maximize their investment in 3E year after year.

3E

Preparing for a Move to Elite’s Cloud Business Intelligence Tools

If you’re thinking of moving from on-prem to cloud or advancing your firm's financial analysis, this session is for you.

3E

Are You Maximizing Your Firm's Revenue and Collections? Join Us to Discover the Benefits of the New API Integration From LawPay and 3E

LawPay and Elite are excited to introduce the newest version of their 3E API integration, complete with enhanced security features, real time billing statuses, and a simplified setup process, all for no additional cost. As the payments landscape continues to evolve, the need for efficiency, security, and compliance has never been greater. Join us as we showcase the seamless integration of LawPay's cutting-edge payment technology with 3E's legal practice management system, enabling a frictionless and secure payment experience for law firms and their clients.

3E

Back Office Round Table

Come join other back office users to share your best practices and burning questions.

ProLaw

Reports Round Table

Come join other users to share your best practices and burning questions regarding SSRS reports.

ProLaw

10:45 am 11:15 am

Break

11:15 am 12:15 pm

3E Billing: What's New

Come see the new enhancements available in versions 3.0.0- 3.0.3, including Rate Exceptions by Time Types, Invoice Reprinting, continued eBillingHub integration, and more.

3E

3E and Its Use of Emerging Technologies

In recent years, new technologies have been incorporated into the 3E platform. During this in-depth session, we will discuss these technologies and how 3E is leveraging them to improve performance and provide new benefits for our firms.

3E

Tomorrow Is Now: An Interactive Q&A Focused on Trends You Can’t Ignore

With decades of experience implementing ELITE systems for AmLaw 200 law firms, the experienced consultants at Source Consulting Group will be addressing solutions to their clients’ most pressing system challenges. Which solutions are they considering today that will have an impact on their operations tomorrow? What are the issues that they should be thinking about if they move to the cloud, or need an upgrade? How do they bridge the gap between reporting tools they may have now and reporting tools that partners will actually use? This Q&A-style interactive presentation will give participants the opportunity to ask questions from a panel of experts who take a “white glove” approach to implementing the full life cycle of ELITE systems for both today and tomorrow. This session is ideal for any firm who wants to equip themselves with the right foundation of technology and services to succeed, not just sustain. Participants will also be able to sign up for customized sessions with experts at the Source’s booth (#122) during expo hours.

3E

eBillingHub and 3E: Ensuring Customer Success

Join us as the Implementation and Support teams review how to make the most of eBillingHub and 3E.

eBillingHub

Technical Round Table

Come join other technical users to share your best practices and burning questions.

ProLaw

Front Office Round Table

Come join other front office users to share your best practices and burning questions.

ProLaw

12:15 pm 1:30 pm

Lunch & Closing Session

1:30 pm 2:30 pm

Getting Started with the New 3E Balancing Experience

Since 3.0, we've been adding new balancing functionality that simplifies the month-end balancing process. Join us for a review of the fundamental building blocks of the new balancing features, including mapping your sub-ledger to the GL and running comparison reports.

3E

Elite's Next Generation of Cloud Intelligence Tools

Learn about the latest technologies, such as the Data Lake, within the Elite portfolio that will enable you to analyze data sources beyond 3E financials. Unlock new insights and gain a more holistic view of your law firm's financial health.

3E

GenAI-powered Pre-bill Solution to Cut Review Time and Increase Revenue

Hercules AI, powered by ZERO, introduces a GenAI-powered Revenue Optimization Platform used by large law firms to overcome diminishing realization rates and long WIP-to-cash cycles. Manual timekeeping, pre-bill reviews, and deduction appeals are burdening partners with hours of avoidable administrative drag. Policy Enforcement for pre-bill review utilizes local and secure LLMs (data never leaves your security perimeter) to extract and enforce billing rules and incorporates models trained on historical payment data. Firms increase realization rates by 6%, cut the review time in half, and realize immediate ROI.

3E

Maximize eBillingHub Vendor Integrations

Learn about some great integrations between eBillingHub and other software solutions that can help maximize your firm's investment.

eBillingHub

Importing Data into ProLaw (Data Portal) – Journals Import, Hard Cost Import, and Soft Cost Recovery

This session will provide an understanding of importing data into ProLaw using the Data Portal. We will cover Matters, Contacts, and Journal Entries.

ProLaw

Using Integrations to Unlock the Power of ProLaw

During this session, we will review some of the most popular ProLaw integrations and discuss the requirements, functionality, and outstanding benefits they provide.

ProLaw

2:45 pm 3:45 pm

The World of Billing Scenerios

During this session, we will walk through multiple billing requirement scenarios and the potential impact to Realization, Profitability, and the General Ledger.

3E

Accelerating Cloud Migrations Methodology

This session will cover the step-by-step journey Elite will take your team on for successfully migrating your on-prem instance to the cloud.  We will cover our project methodology, organizational readiness and best practices as you prepare for your cloud journey

3E

3E Extensions Showcase

Discover what 3E Extensions are and how your firm can use them to extend 3E beyond the traditional IDE. During this session, we will highlight three Power Platform flows.

3E

Looking at Data Beyond the Billable Hour to Boost Profitability

Join us for a session where we’ll share insights on how law firms are boosting their profitability and strengthening client connections by keeping close watch of metrics that go beyond the billable hour. We'll start with an overview of the latest trends in the market uncovered in BigHand’s Annual Law Firm Finance Report 2024 which included:

  • Evolving beyond the billable hour: Firms are staying closer to actual profitability metrics such as inventory, cash recovery, and matter-level analysis.
  • Changing client demands: The competitive landscape is pushing law firms to make more data-driven decisions.
  • The need for transparency: Firms need timely access to financial data to address client questions confidently and accurately.
  • The move to a commercial culture: If firms hope to shift toward more data-driven decision making, access to financial insights is essential and tech is the answer.

BigHand Business Intelligence empowers hundreds of law firm clients to overcome challenges by offering deep insights into financial performance, enabling better-informed decisions. We’ll conclude the session with an overview of the all-new BigHand Business Intelligence Version 4.0, highlighting how firms can leverage information beyond the billable hour to enhance profitability and efficiency.

3E

Queries for the Intermediate User

Unlock the mysteries of queries as subject matter experts review how to create and maintain your firm's queries.

ProLaw

Lets Spend the Money: Accounts Payable through ProLaw

Get a general overview of creating check entries in ProLaw, including recurring Journal Entries, Void verses Spoiled, Manual checks, Journal Preference Settings Review, and general practice discussion.

ProLaw

4:00 pm 5:00 pm

Our Favorite 3E Features

Join our front-line product subject matter experts to hear some of their favorite 3E features. This is a good session for new customers getting an understanding of 3E as well as established customers looking for ways to be more efficient with the system and business processes.

3E

3E Notify: Required Event Setups and Best Practice Configurations

Join this session to learn about the required setup and configuration for notifying events.

3E

eBillingHub: Tips and Tricks for Common Case Types

Members of the eBillingHub Support team will discuss common case types and how to resolve issues with minimal delay.

eBillingHub

Conflict of Interest Checks

For a firm to avoid conflicts of interest, it needs a good conflict of interest checking system. Find out how to leverage the ProLaw Conflicts of Interest checks as we review new ideas, best practices, and the new Global Search feature.

ProLaw

6:30 pm 9:30 pm

VANTAGE Closing Gala