Elite Consultant

Summary

Hands-on Elite Consultant Analyst with 6-10 years of direct experience on Elite (3E/Elite Practice & Financial Management) products. Responsible for configuring, supporting, testing, and documenting Elite solutions that support time & billing, financials, and matter/client life cycle workflows. Works closely with Legal Operations, Finance, IT, and vendors to deliver stable, compliant, and well-documented solutions.

Key Responsibilities

• Configure and maintain Elite modules related to time entry, billing, accounts receivable, trust accounting, client/matter setup, and financial reporting.
• Provide L2, L3 support: incident triage, root-cause analysis, fixes, and production validations.
• Assist with data migrations, master-data management (clients/matters), and reconciliations between Elite and ERP/Finance systems.
• Troubleshooting interfaces with other legal systems like iManage, CRM and external billing and banking systems
• Proficient in interpreting error mgs., system logs generated by Elite to identify errors
• Build and validate billing rules, billing templates, and invoice generation processes.
• Prepare and execute test plans (unit, integration, UAT); validate fixes in non-prod and production environments.
• Create and maintain runbooks, SOPs, configuration documentation, and release notes.
• Produce operational and financial reports; support reporting/BI requirements.
• Coordinate with vendors and internal stakeholders for upgrades, patches, and integrations.
• Go-live support for releases and billing cycles.

Required Experience & Qualifications

• 6-10 years hands-on experience with Elite products (Elite 3E or equivalent practice & financial management solutions).
• Practical exposure to time & billing, billing engine configuration, invoice life cycle, and financial reconciliation processes.
• Experience supporting law-firm or corporate legal finance users (Legal Ops/Finance).
• Strong communication skills, working with Sr. lawyers and legal assistants,

Nice-to-Have

• Prior experience with revenue recognition, trust accounting rules, or regulatory/compliance requirements for legal finance.
• Scripting or data-transformation skills (SQL, Python, ETL tools).