Orlando
Schedule

This year's event will feature three full days of activities starting on the morning of Monday, May 19th and ending with our fantastic VANTAGE Gala on the evening of May 21st!

The following information is subject to change. Additional sessions will be added to the schedule in the coming weeks.

SUNDAY, May 18, 2025

5:00 PM - 7:00 PM

Registration

MONDAY, May 19, 2025

8:00 AM - 7:00 PM     Registration Hours
10:30 AM - 12:30 PM In-depth Breakout Sessions
12:30 PM - 1:30 PM Product Networking Lunch
12:30 PM - 6:30 PM Expo Hall Hours
12:30 PM - 5:30 PM Learning Zone Hours
1:45 PM - 3:15 PM In-depth Breakout Sessions
3:15 PM - 3:45 PM Networking Break
3:45 PM - 5:15 PM In-depth Breakout Sessions
5:30 PM - 6:30 PM Expo Hall Welcome Reception

TUESDAY, May 20, 2025

8:00 AM - 5:00 PM Registration Hours
8:00 AM - 8:45 AM Breakfast
8:00 AM - 5:30 PM Expo Hall Hours
8:45 AM - 10:15 AM Elite Keynote: Welcome and Product & Technology Vision
10:30 AM - 11:15 AM Customer Panel
11:15 AM - 5:30 PM Learning Zone Hours
11:15 AM - 11:45 AM Networking Break
11:45 AM - 12:45 PM Breakout Sessions
11:45 AM - 12:45 PM ProLaw General Session
12:45 PM - 1:45 PM Networking Lunch
1:45 PM - 2:45 PM Breakout Sessions
3:00 PM - 4:00 PM Breakout Sessions
4:00 PM - 4:30 PM Networking Break
4:30 PM - 5:30 PM Product-based User Group Meetings

WEDNESDAY, May 21, 2025

8:00 AM - 8:45 AM Breakfast
8:00 AM - 3:00 PM Expo Hall
8:00 AM - 3:00 PM Learning Zone
9:00 AM - 10:00 AM Breakout Sessions
10:15 AM - 11:15 AM Breakout Sessions
11:15 AM - 11:45 AM Networking Break
11:45 AM - 12:45 PM Breakout Sessions
12:45 PM - 2:00 PM Lunch & Closing
2:00 PM - 3:00 PM Breakout Sessions
6:30 PM - 9:30 PM VANTAGE Gala Celebration

Curriculum

The following is the planned curriculum. The curriculum is subject to change. Additional sessions are being planned and will be added in the next month, so please check back periodically.

 

ProLaw In-depth Sessions

ProLaw Sessions

3E In-depth Sessions

3E Sessions

eBillingHub Sessions

 

ProLaw In-depth Sessions

ProLaw Reports – Report Writing & Report Analysis This two-hour workshop is designed to guide you through the process of making changes to default SSRS report formats and create new SSRS reports in ProLaw. We will provide steps for navigating the ProLaw SSRS report viewer and design mode.

The 2nd half will be tailored to assist legal professionals in verifying the accuracy of the figures in their analysis reports within ProLaw. Participants will learn effective querying techniques to review and validate case-related data, gaining a deeper understanding of the data reflected in the analysis reports. By the end of the course, attendees will be equipped with the knowledge and skills to confidently ensure the accuracy of their reports.
ProLaw Reports – Prebill, Final Bills, Cover Pages, Remitance, and Reminder Statements  During this in-depth session, we will review how to modify your firm’s statement formats for billing. Learn how to design and create robust cover and remittance pages and discover how you can send your challenging clients reminder statements.
Leveraging ProLaw & nQ Zebraworks Discover the seamless integrations between ProLaw & nQ. Watch a live demo showcasing how to simplify the invoice-to-cash process and how to leverage PayQ for next-gen online payments with ProLaw.
Custom Tab Essentials Learn how to develop custom ProLaw input screens using the Five Steps to Good Custom Tab Design framework. In this popular session, you’ll learn how to determine information you should track, design a user-friendly interface, and create custom tabs in ProLaw. You’ll also discover how to gain exclusive access to your ProLaw Instance and how to utilize pre-designed Practice Libraries.
The ABCs of Document Assembly Learn how to make customized forms using document assembly functions in ProLaw or Workspace. Understand the different field and formatting options in the ProLaw document assembly interface for both Word and Adobe PDFs.

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ProLaw Sessions

ProLaw Product Update Join us for an overview of recent ProLaw product release highlights. Discover what's coming for 2025 and learn about the power of 3E Essentials.
Front Office Roundtable  Join other front office users to exchange best practices and get your burning questions answered. The session will be moderated by one of our ProLaw Subject Matter Experts.
Best Practices for ProLaw Administrators Discover key considerations for the maintenance of your ProLaw installation and get recommendations on common support pitfalls. We will explore best practices for keeping ProLaw safe and secure, welcoming new users, and what to do when something goes wrong.
Back Office Roundtable Join other back office users to exchange best practices and get your burning questions answered. The session will be moderated by one of our ProLaw Subject Matter Experts.
Insights into Querying for Front Office  Extend your front office query capabilities and learn how to build custom queries in this informative session. We will review methodologies for developing queries, including how to make queries more user friendly.
Leveraging ProLaw & ebilling Hub Join us as we share new ProLaw and eBillingHub integration features. Discover how you can save time and effort at reducing your e-billing processes.
Insights into Querying for Back Office  Extend your back office query capabilities and learn how to build custom queries in this informative session. We will review methodologies for developing queries, including how to make queries more user friendly.
When, Why, and How to Update ProLaw Successfully Are you on an older version of ProLaw? Set your firm up for success by learning more about the update process. Learn why you should update, how the update process works, and strategies for a successful user acceptance testing and production deployment.
ProLaw Workspace Join this session for an overview of ProLaw Workspace—a modern, user-friendly solution designed to easily view and update data in ProLaw. Discover how you can leverage Workspace to simplify onboarding for new attorneys and legal staff.
Technical Round Table Join other technical professionals for an engaging discussion on the technical aspects of ProLaw. This session will have ProLaw experts available to answer questions and facilitate information sharing.
Events Docketing Best Practices & Workflow Learn how ProLaw docketing can assist your organization with workflow. Get creative developing your own dockets to track everything from important internal administrative dates to important client dates.
Leveraging Westlaw Legal Calendaring Rules Learn how to use Westlaw’s powerful jurisdictional rule sets to automate deadlines and improve the workflow of your office for efficient and reliable docketing. Discover how Outlook integration can maximize calendaring functionality.
ProLaw Customer Panel Hear from your peers as they share why ProLaw remains a good fit for their firms. Our ProLaw customers will share their unique perspectives and the features they can’t live without.
Elite Knowledge Resources: Answers to Your Questions As intuitive and easy-to-use as Elite’s applications are, sometimes you need help – join this session to find out about all the different options to find answers when and where you need them, from the online Help - now with AI - to the Knowledge Base, Pendo guides, and online training sessions, we got you covered!
ProLaw User Group Meeting Join us for afternoon drinks and enriching discussions with other ProLaw users.

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3E In-depth Sessions

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.
Extending 3E Part 1: Repurpose Your Admin Library of Automation and Scripting Attention technical admins who write scripts and utilities, how do you repurpose your library of utilities? Can you do this with 3E in the cloud? Join us for a session on leveraging HTTP request calls to continue automating and building the scripts you’ve worked on over the years. We will cover repurposing and building admin automation, including writing Postman queries, VBS for data extract and import, CloudCopy to import your data, and PowerShell with ODATA query for importing and exporting.
3E Business Intelligence Unlock the full power of 3E business intelligence tools. Discover how to deep dive into 3E metrics, Data Insights, and Advanced Financial Solutions to find the answers you need. You’ll leave this session with a comprehensive understanding and actionable insights to gain increased visibility into your business operations.
3E Templates 101 New to 3E Templates? This session is designed just for you. Join us as we explore the features of this software and learn how to optimize it for your firm. We will review the various templates supported by your system, explore the differences between custom and stock templates, and show you how to leverage bill template options, labels, and customer fields. Additionally, we’ll discuss alternatives to printing and how templates operate differently in the cloud.
Extending 3E Part 2: You Don’t Know What You Don’t Know Join us for this second session focused on extending 3E. We will explore what a connected firm looks like and how you can leverage your Microsoft Tech Stack to build on your current platform and build collaboration. We will cover working with SharePoint lists, how to automate the creation of the Teams workspace for clients and matters, and how to super charge the Microsoft 365 Office journey by automating processes.
Mastering the Art of Billing:  Unlocking the Power of 3E for Every Scenario Check out the power of 3E Billing. Discover the wide range of billing models available, from hourly rates to fixed-fee structures and everything in between.
Extending 3E Part 3:  Using REST APIs Join us for the third session focused on extending 3E. If you don’t have the IDE (Integrated Development Environment) but want to write your own code and applications, this session is for you. We’ll explore how you can use Visual Studio to write code and make requests to 3E to build your “art of the possible.”
3E Templates Revealed: Unlocking Its Full Potential 3E Templates can do much more than you may know! Join us as we demonstrate the true power of 3E Templates and its extensibility. We will explore custom notifications, embedding metadata, including specialized foreign billing, integration with Power Automate, leveraging Microsoft AI, and automated monitoring.
3E Notify: Required Event Setups and Best Practice Configurations Join this session to learn about the required setup and configuration for notifying events.
Accessing Your 3E Data in the Cloud  Join us as we explore real-life scenarios for accessing 3E data in the cloud. Demostrations will be included. 
3E in the Cloud - More Connected Than Ever Join us as we share the many 3E integration methods, including 3E APIs, 3E Events using Power Automate, and 3E Change Stream. We will highlight legal tech solutions that have successfully leveraged these integration points to connect with 3E. This session is sure to spark ideas of how you can connect your solutions with 3E.

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3E Sessions

From On-Prem to Cloud-Native: Unlocking the Power of SaaS with 3E Cloud This session explores the differences between On-Prem, IaaS, PaaS, and SaaS, highlighting the benefits of moving to a cloud-native SaaS model. We’ll discuss how 3E Cloud enhances security, scalability, and efficiency, reducing infrastructure costs while aligning with your firm’s needs. Gain insights into the business impact, key considerations, and strategic advantages of this transformation.
How to Improve Your Fee Earners' Experiences 3E offers seamless interaction between Workspace (time entry) and 3E Proforma (proforma review/edits). Join us to learn how these solutions provide an end-to-end transactional billing view for each matter.
Ensure Your Lawyers Are Ready to Embrace Change with these Key Strategies Learn about valuable insights and best practices to prepare your firm and data for the cloud. Discover how to streamline operations, minimize disruption, and maximize adoption across your firm. This is a great opportunity to discuss business goals, process improvements, and change management with peers and experts.
Extending 3E Part 4: Extend 3E with No Code Low Code  Join us for the fourth session focused on extending 3E. Explore alternatives to writing customizations without the IDE. Learn how to write flows to extract information, send communications, and automate tasks.
Elite Validate: Tackle Your Billing Compliance Challenges with Confidence and Ease Discover Elite Validate! Complying with outside counsel guidelines (OCGs) is a lengthy, complex, and time-consuming task, often riddled with mistakes, rejections, and delays in payment. Join this session to hear how Validate can help ensure OCG compliance using AI to automatically consume, analyze, and create validation rules based on guidelines and past reductions, resulting in valuable insights and improved revenue for your firm.
Simplifying 1099 Compliance:  Streamlining Reporting and 1099 Submission with 3E and Greenshades Did you know Greenshades comes with your 3E subscription?  Let's talk about effortless 1099 submission! Learn how to seamlessly manipulate and pull data from 3E to automatically generate and review 1099 forms for submission to Greenshades, ensuring accuracy and compliance. We’ll share the steps to easily prepare, validate, and submit your 1099 files to Greenshades.
How to Prepare Your 3E Data for a Successful Journey to the Cloud A seamless transition from 3E on-prem to 3E in the cloud hinges on a comprehensive strategic implementation plan. In this session, our Professional Services experts will guide you through the preparation and planning stages for migrating to 3E in the cloud. They'll share best practices, lessons learned, common pitfalls to avoid, and tips for ensuring a successful on-prem to cloud migration.
Elite SaaS Platform: The Advantages of Modern Technology Join us for an insightful session on the Elite SaaS Platform, where we explore the transformative benefits of modern technology. Discover how our cutting-edge platform enhances efficiency, scalability, and security for your firm. Learn about the latest features and innovations that set Elite apart from on-prem solutions, and see how adopting our SaaS platform can drive growth and streamline operations. Don't miss this opportunity to hear from Elite’s CTO on how to stay on top of technology trends and propel your firm’s digital transformation.
3E Product Suite Security Join our front-line product experts as they share their favorite 3E features. This session is perfect for new customers seeking to understand 3E and for established customers looking to enhance system efficiency and streamline business processes. Don't miss this opportunity to learn and optimize!
Discover Our Favorite 3E Features! Discover the latest and greatest in 3E Proforma. Join us to explore recent enhancements and highlighted features. Dive into the roadmap and gain insights into upcoming developments and innovations. Don't miss this opportunity to stay ahead with the evolving capabilities of 3E Proforma!
Explore the Future of 3E Proforma: Innovations, Key Features, and Roadmap Join us for an engaging customer panel exploring the critical stages of the law firm billing life cycle, from invoice generation to cash collection. Industry leaders will share their insights on optimizing billing practices, strengthening collections, and streamlining payments to enhance cash flow management. Gain actionable strategies, hear real-world success stories, and discover how to overcome common challenges in achieving billing excellence. 
Customer Panel: Invoice to Cash Challenges Whether you’re focused on improving efficiency or maximizing profitability, you’ll gain valuable takeaways to support your law firm’s financial success.
Simplifying Month-end Balancing: New Features and Best Practices Since version 3.0, we've introduced new balancing functionality in 3E to streamline the month-end balancing process. Join us for a comprehensive review of these essential features, including sub-ledger to GL mapping and running comparison reports. Don't miss this opportunity to simplify your month-end tasks!
Payments & Invoice Management by Tranch Tranch, a recent acquisition by Elite, is the invoice-to-payments platform for law firms who want to modernize their invoicing, improve profitability, and accelerate collections. Learn how Elite + Tranch provides you with a better way to manage invoicing and payments, while providing a best-in-class experience for your customers. Discover how you can get started today and take a sneak-peek at the deeper integration we will be providing between 3E and Tranch in the near future.
Elite’s Data and Reporting Strategy: Harness the power of 3E and eBH Data Unlock the full potential of your data with Elite's comprehensive data and reporting strategy. In this session, we will explore how to leverage the power of 3E and eBH data to drive informed decision-making and gain a competitive edge. We will walk through our data strategy and review how we are leveraging innovative reporting tools like Microsoft Fabric to build the next generation of Elite’s data solution.
Elite Knowledge Resources: Answers to Your Questions Even with the intuitive and user-friendly design of Elite’s applications, sometimes a little help is needed. Join this session to discover the various resources available to find answers when and where you need them. From our online Help—now enhanced with AI—to the Knowledge Base, Pendo guides, and online training sessions, we have you covered. Come discover how to easily access and make the most of these tools.
Extending 3E Part 5: Using Power Automate Join us for the fifth session focused on extending 3E. Explore how you can use Power Automate to write customizations skipping the IDE. Learn how to write flows to extract information, send communications, and automate tasks.
What's New with 3E Billing Discover what’s new in 3E Billing. We’ll explore the most recent enhancements, including Rate Exceptions by Time Types, Invoice Reprinting, continued eBillingHub integration, and more.
Best Practices with 3E Accounts Payable Managing your book of business can be challenging. In this session, product experts will share best practices for managing accounts payable (AP) in 3E, including tips and tricks to make AP processing faster, easier, and more accurate.
Extending 3E Part 6: Other Power Apps Join us for the sixth session focused on extending 3E. We will discuss how to create a user experience with Power Apps and how to extend 3E with no code low code when additional forms and screens are required. Additionally, learn how Apps (web applications displayed from a URL or Teams) can be distributed to authorized members of your staff.
The Power of the 3E Time Type Stop wasting time! Optimize time tracking with the 3E Time Type. The power of this feature lies in its ability to offer flexible, detailed, and automated time-tracking—all which are crucial for accurately billing clients and managing legal practices. Don’t miss this opportunity to learn more about the key benefits.

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eBillingHub Sessions

Roadmap of the End-to-end Billing journey, including eBillingHub Join us for an insightful discussion on creating a seamless end-to-end billing process. We'll cover everything from time entry to invoice generation and submission, including e-billing and status tracking. Plus, we will share some of the exciting developments we have in store for the future.
Showcasing Our Favorite Features: Expert Insights on eBillingHub Join our front-line product experts as they share their favorite eBillingHub features. This session is perfect for new customers seeking to understand eBillingHub and for established customers looking to enhance system efficiency and streamline business processes. Don't miss this opportunity to learn and optimize!
Optimize Your eBillingHub Vendor Integrations Discover valuable integrations between eBillingHub and other software solutions that can enhance your firm's investment.
Elite Validate: Tackle Your Billing Compliance Challenges with Confidence and Ease Discover Elite Validate! Complying with outside counsel guidelines (OCGs) is a lengthy, complex, and time-consuming task, often riddled with mistakes, rejections, and delays in payment. Join this session to hear how Validate can help ensure OCG compliance using AI to automatically consume, analyze, and create validation rules based on guidelines and past reductions, resulting in valuable insights and improved revenue for your firm.
The Evolution of Vendor Integrations Join us for a comprehensive overview of eBillingHub vendor integration updates.
Customer Panel: Invoice to Cash Challenges Join us for an engaging customer panel exploring the critical stages of the law firm billing life cycle, from invoice generation to cash collection. Industry leaders will share their insights on optimizing billing practices, strengthening collections, and streamlining payments to enhance cash flow management. Gain actionable strategies, hear real-world success stories, and discover how to overcome common challenges in achieving billing excellence. Whether you’re focused on improving efficiency or maximizing profitability, you’ll gain valuable takeaways to support your law firm’s financial success.
Payments & Invoice Management by Tranch Tranch, a recent acquisition by Elite, is the invoice-to-payments platform for law firms who want to modernize their invoicing, improve profitability, and accelerate collections. Learn how Elite + Tranch provides you with a better way to manage invoicing and payments, while providing a best-in-class experience for your customers. Discover how you can get started today and take a sneak-peek at the deeper integration we will be providing between 3E and Tranch in the near future.

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