When a fee earner or biller is unsure how to review a proforma, exclude an entry or record time, Outcomer shows each step on their screen. The steps come from your firm's own billing procedures, so people follow your process first time.
Book a 10-minute demoAfter the demo, we’ll set up your department free of charge. A small trial confirms it’s accurate, then a larger trial measures the drop in support queries.
We check every step works before your staff see it.
Outcomer isn’t a library of ready-made Elite 3E guides. We build your guides from your own procedures, on your own Elite 3E set-up, and test each one before your staff use it.
Your fee earners and finance staff get the answer on screen, in Elite 3E and the systems around it, instead of interrupting a colleague or raising a ticket.
Fee earners and billers learn 3E in training, but the real questions come at month end with a bill in front of them. Outcomer answers them on screen while they work, using your firm's own procedures.
General answers for the standard product. Your own set-up may differ, and that’s what Outcomer follows.
A proforma can stay locked if you leave it with the browser back arrow or the browser window's close button instead of inside 3E. Leave it with the in-app close option and save when asked, or use the save-and-close or save-and-recalculate options. If one is already locked, the person who locked it should reopen it and close it properly. Your set-up may differ.
Tick the box next to the entry and choose to exclude it, then save and recalculate and preview the bill to check the result. Your firm may prefer entries to be held or transferred rather than excluded, so your set-up may differ.
Mark as Complete is for collaborators who have finished their review. Owners and the billing timekeeper cannot use it; to clear a finished proforma from their list they submit it instead. Collaborators should mark it complete and do nothing more, as only an owner or co-owner can submit. Your set-up may differ.
Check you are working under the right lawyer's profile. If you are in the wrong profile, that lawyer's proformas will not appear in your list. Your set-up may differ.
Forward the proforma to them, or add them as a collaborator. They get a notification, it appears in their list, and it stays in yours too. If they also need to submit it, add them as a co-owner. Your firm decides who may be added, so your set-up may differ.
You can reclaim a submitted proforma only if the billing coordinator has not opened it yet. A proforma that was marked as complete cannot be reclaimed. If the coordinator has already opened it, contact them directly.
Put billing instructions in the proforma's instructions field. The comments are for messages between collaborators, so the biller may not act on them. Your set-up may differ.
Yes. Late time can be added directly to the proforma, so you do not have to wait for the biller. When you divide an entry, tick the option to add it to the current proforma, or it will not appear on this bill. Your set-up may differ.
In some firms, closing a proforma holds it until the next billing cycle. To bring it back into the current cycle, the biller has to run it again. Check your firm's billing calendar, as your set-up may differ.
Elite offers a 3E mobile app for time entry with running timers, dictation and offline entry. Entries made offline sync once you are back online. Whether you have the app depends on your firm, so your set-up may differ.
3E can check time entries against billing rules as you enter them and flag entries that may not comply, including the phase, task and activity codes the client requires. A flag usually means the narrative or codes need changing before the entry goes on a bill. The rules are set by your firm, so your set-up may differ.
If your fee earners and finance staff ask questions like these every week, Outcomer answers them on their own screen, using your own Elite 3E set-up and procedures.
See which Elite 3E tasks staff ask about most, which procedure answered each question, and whether it was finished or passed to your support desk. Your IT team can export it at any time.
Outcomer never reads, uses or keeps the data in your systems. It finds each box and button by its label, never what’s typed in it, takes no screenshots, and works from your procedures, not your records.