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Thomson Reuters Elite Optimizes Pre-bill Review Processes with Paperless Proforma 4.3
Global News

Elite logoThomson Reuters Elite, a leading global provider of enterprise business management solutions to professional services firms, today announced the launch of Paperless Proforma 4.3. Key enhancements of the newest version of the intuitive, browser-based pre-bill distribution and mark-up solution are designed to improve ease of use, boost productivity, and offer Internet Explorer 11 support.

“The latest version of Paperless Proforma transforms the way users work and interact with the solution,” said Elite Director of Operations Dan O’Day. “Navigating and editing proformas in Paperless Proforma 4.3 has never been faster or easier, benefitting both new and existing clients with a sophisticated tool to improve firm productivity and overall profitability.”

The proforma details screen in Paperless Proforma 4.3 includes completely redesigned time/cost card details and summary sections for an improved user experience. Newly added email notifications ensure users are automatically informed as new proformas are added to their active list for review. A forward action allows users to forward a proforma with just one step, simplfiying collaboration and making it easier to work together at the proforma level. Many former common customizations now have been incorporated as configuration settings that can be easily turned on or off.

Many other improvements have been included in this release. For a complete listing please view the info sheet available on the Paperless Proforma product page.

Paperless Proforma is an intuitive, browser-based pre-bill distribution and mark-up solution that directly integrates with Enterprise financial data. The solution reduces the chance of human error, speeds the pre-billing process, and gets invoices out the door faster. For more information, please visit Paperless Proforma.

”Legal

Thomson Reuters Elite is part of the Legal business of Thomson Reuters and offers its end-to-end enterprise business management solutions to allow law firms and professional services organizations to run all operational aspects of their firms including business development, risk management, client and matter management, and financial management. For more information, visit Elite.

About Thomson Reuters Elite

Thomson Reuters Elite offers an end-to-end enterprise business management solution that allows law firms and professional services organizations to run all operational aspects of their firms including business development, risk management, client and matter management, and financial management. Our next-generation technology connects people, tasks, workflows, and business processes and is tailored to help firms and organizations meet organizational requirements and strategic goals.

 

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