Estate Distribution & Beneficiary Tracking for Legal Billing Coordinators with Elite 3E
The Problem
Probate and trust administration for Matter Billing matters drags for months on beneficiary data collection, asset marshaling, and receipt tracking — every delay surfaces in angry family calls.
What We Build in Elite 3E
AI tracks every asset and beneficiary in Elite 3E, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. 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 matter billing 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.