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8:00 am – 8:45 am |
Breakfast |
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8:45 am – 9:45 am |
ProLaw Customer Panel Presented by Kevin Arredondo & Woody Moore 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. ProLaw How to Improve Your Fee Earners' Experiences Presented by Karen Buckland & Tammy Nichols 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. 3E 3E & Tranch: The Integrated Experience Presented by Jason Jones & Beau Allison In this session, we will take a deep dive into the upcoming integration between 3E and Tranch and explore the various scenarios of how Elite + Tranch will provide a better way to work by improving and automating your firm's invoice-to-payments workflow. 3E
Elite's Data and Reporting Strategy: Harness the Power of 3E and eBillingHub Data Presented by Charlie Ward 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 eBillingHub 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. 3E Simplifying 1099 Compliance: Streamlining Reporting and 1099 Submission with 3E and Greenshades Presented by Cindi Rodrigues & Theresa Gutierrez 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. 3E The Evolution of Billing Vendor Integrations Presented by Emilee Roman & Erin Lavery Join us for a comprehensive overview of eBillingHub vendor integration updates. eBillingHub |
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10:00 am – 11:00 am |
Leveraging ProLaw and eBillingHub Presented by Danielle Marty 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. ProLaw eBillingHub How to Prepare Your 3E Data for a Successful Journey to the Cloud Presented by Marcus Huddleston & La Vonne Maliga 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. 3E Simplifying Month-End Balancing: New Features and Best Practices Presented by Virginia Gleason & Courtney Markham 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! 3E 3E in the Cloud Security Presented by Mark Gendein This session will outline the fundamental aspects of 3E in the Cloud Security. 3E From Questions to Confidence: A Guide to Elite's Knowledge Tools Ecosystem Presented by Kolja Fuchs 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. 3E ProLaw eBillingHub |
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11:00 am – 11:30 am |
Networking Break |
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11:30 am – 12:30 pm |
Insights into Querying for Back Office Presented by Shaunna Johnson 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. ProLaw Technical Round Table Presented by Andres Ranieri 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. ProLaw Showcasing Our Favorite Features: Expert Insights on eBillingHub Presented by Erin Lavery & Emilee Roman 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! eBillingHub What's New with 3E Billing Presented by Shayne Mader 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. 3E Extending 3E Part 4: Extend 3E with Custom Code Using Visual Studio Presented by Jason Jones Join us for the fourth 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 |
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12:30 pm – 2:00 pm |
Lunch & General Session - Partnerships Advantage: Integrations that Accelerate Your Business |
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2:00 pm – 3:00 pm |
ProLaw Workspace Presented by Andrew Cole 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. ProLaw Insights into Querying for Front Office Presented by Shaunna Johnson 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. ProLaw
Optimize Your Billing Processes with 3E Proforma Presented by Courtney Markham Learn how to enhance your billing processes and improve efficiency and oversight with 3E Profoma. We will take a deep dive into leveraging online edits, adding visibility with workflows and adding oversight with configurable approvals. See how 3E Proforma can optimize your billing process. 3E Simplify Time Entry with Workspace and Always-on Time Presented by Gerry Lattimer Discover the new features and common configurations available in our time entry products that will help ease the time entry burden on your timekeepers. 3E
Best Practices with 3E Accounts Payable Presented by Shayne Mader & Theresa Guiterrez 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. 3E |
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3:15 pm – 4:15 pm |
Leveraging Westlaw Legal Calendaring Rules Presented by Danielle Marty 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 Events Docketing Best Practices & Workflow Presented by Kevin Arredondo & Woody Moore 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. ProLaw The Power of the 3E Time Type Presented by Cindi Rodrigues 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. 3E Extending 3E Part 5: You Don't Know What You Don't Know Presented by Jason Jones Join us for this fifth and summary session focused on extending 3E. We will explore lessons learned, what a connected firm looks like and how you can leverage your Microsoft Tech Stack to build on your current platform and build collaboration. 3E Discover Our Favorite 3E Features! Presented by Shayne Mader & Chris Keithley 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! 3E Security and User Access in 3E Presented by Sandeep Gupta & Val Chernyak This session will include an overview of process level security in 3E, including features, behavior, and implementation of user, role, and security setups. 3E |
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6:30 pm – 9:30 pm |
VANTAGE Gala - Join us at the largest Hard Rock Cafe in the world as we close the VANTAGE conference. Explore memorabilia from some of music’s greatest talents and enjoy an evening of dinner, drinks, and dancing. |
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