Client Intake & Conflict Screening for Law Firm Administrators with Elite 3E
The Problem
Every new Mid-Size Law Firm Ops lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.
What We Build in Elite 3E
AI runs the conflict check against Aderant, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. 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.