LawLegal Specific

Automate Elite 3E with Caddi

Built for law firms.

Elite 3E is the financial system of record for many large firms — and like every enterprise billing platform, it's surrounded by manual prebill review, time entry, and reconciliation work. Caddi automates those motions so finance teams stop rekeying between 3E, the DMS, and email.

Why automate it

The work around Elite 3E is where time disappears.

3E is configured precisely for each firm, so off-the-shelf connectors tend to break on the firm's own rules. Caddi learns your team's exact clicks once and runs them deterministically across Elite 3E, your document system, and your inbox.

Workflows

Loops Caddi runs against Elite 3E

  • Prebill prep + partner routing

    Recommended pattern
    1. Elite 3E
    2. Microsoft Outlook
    3. NetDocuments

    Caddi pulls the right prebills from Elite 3E, applies firm-specific narrative and write-down rules, and routes each to the responsible partner for review.

  • Receipt-to-matter reconciliation

    Recommended pattern
    1. Elite 3E
    2. Microsoft Outlook
    3. SharePoint

    Caddi extracts payment details from receipt emails and writes them against the correct client, matter, and invoice in Elite 3E.

  • New matter intake to 3E

    Recommended pattern
    1. Elite 3E
    2. iManage
    3. Microsoft Outlook

    When a new matter request is approved, Caddi opens the client and matter records in Elite 3E with the right billing rates and routes the confirmation back to the requesting team.

Where law firms use it

Caddi + Elite 3E, in practice

  • Client intake & matter opening

    Pull client details from inbound emails, forms, or PDFs and create the matter, contacts, and folder structure in Elite 3E automatically.

  • Document filing & renaming

    Classify incoming documents, rename them to your firm's convention, and file them to the correct Elite 3E matter without paralegal touch time.

  • Billing & finance workflows

    Push invoices, payments, and trust-accounting events between Elite 3E and your billing system, with reconciliation logged back to each matter.

  • Compliance & follow-ups

    Trigger HIPAA packets, retainer agreements, conflict checks, or status follow-ups from Elite 3E data and route the output to the right inbox.

FAQ

Questions about automating Elite 3E

Does Caddi have a real Elite 3E integration?

Yes. Caddi runs verified code against Elite 3E's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Elite 3E is reviewed before it runs in production.

Do I need engineering help to automate Elite 3E with Caddi?

No. You demonstrate the workflow once — clicking through Elite 3E the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Elite 3E data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Elite 3E with no model in the loop.

Can Caddi connect Elite 3E to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Elite 3E, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

Often automated alongside Elite 3E

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See it on your stack

Ready to automate Elite 3E?

Drop your work email and we'll show you Caddi running end-to-end against Elite 3E and the rest of your stack.