Client Case Status Updates for Law Firm Administrators with Elite 3E
The Problem
Mid-Size Law Firm Ops clients text/call/email asking where their case stands — and the partner either ghost them or drops billable work to answer.
What We Build in Elite 3E
AI drafts personalized case-status updates from live matter state in Aderant on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back. Purpose-built for teams running Elite 3E — uses the native API or agent integration so nothing leaves the system of record.
Elite 3E Integration Approach
Audit your Elite 3E configuration
We map the specific Elite 3E objects, custom fields, and workflows the automation needs to touch for your mid-size law firm ops practice.
Build on the Elite 3E API or agent
Integration happens inside Elite 3E — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Elite 3E with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Elite 3E instance
30-minute call. We'll look at your actual Elite 3E setup and show exactly how this workflow fits.