Thomson Reuters Elite

Supergood | Elite/3E API

Alex Klarfeld

Alex Klarfeld

— 6 min read

Programmatically access Elite/3E’s matter, time, billing, and AR datasets—clients, matters, WIP, proformas, invoices, eBilling, and payments—via a stable REST API. Supergood builds and operates production-grade, unofficial Elite/3E integrations so your team can automate case/matter sync, time capture, billing runs, eBilling submissions, and collections without heavy custom engineering.

Elite/3E is Thomson Reuters’ enterprise business and practice management system for law firms. With an unofficial API, you can read and write matter master data, capture time and expenses, generate and approve proformas, finalize invoices, submit LEDES files to eBillingHub, and reconcile payments—directly within your legal tech applications and workflows.

If you’re a tech company integrating Elite/3E, you can pull normalized matter and client profiles, WIP and billing status, AR balances, and eBilling events; and push timecards, adjustments, proforma approvals, invoice finalization, and payment postings via Elite Payments (formerly Tranch). You can also align case-centric tools (e.g., ProLaw and MatterSphere) with 3E’s financial backbone, add in-app time capture, budget tracking, and automated eBilling with fewer clicks, and deliver unified dashboards for operations, finance, and attorneys.

What is Elite/3E?

Elite/3E is Thomson Reuters’ ERP for law firms covering financials, practice management, and billing. It centralizes:

  • Clients and matters
  • Time and expense entry (WIP)
  • Proforma (pre-bill) generation and approval routing
  • Invoicing (including LEDES formats) and accounts receivable
  • General ledger, accounts payable, trust accounting, and reporting

Ecosystem products commonly co-deployed with 3E include:

  • eBillingHub (electronic billing submission and status tracking for client portals)
  • MatterSphere (matter-centric workspace integrated with Microsoft Office)
  • ProLaw (case management and practice management, often at small/midsize firms)
  • 3E Essentials (streamlined cloud offering with modular capabilities)
  • Elite Payments (formerly Tranch) for client-friendly payment plans and collections

Common data entities:

  • Clients, matters, and responsible timekeepers
  • Time and expense entries (WIP) with LEDES phase/task/activity codes
  • Proformas (draft bills), invoices, adjustments, write-downs, and write-offs
  • eBilling submissions, statuses, and remittance messages
  • Payments and allocations (including trust transfers and Elite Payments)

The Elite/3E Integration Challenge

Law firms rely on 3E daily, but turning portal-centric workflows into automated pipelines is tough:

  • Entitlements and licensing: Access varies across core 3E, 3E Essentials, and add-ons like eBillingHub; API coverage differs by module and version
  • Enterprise security controls: SSO (ADFS/Azure AD) and MFA complicate headless automation; on-prem deployments add network and VPN constraints
  • Portal-first experiences: Key actions—proforma generation/approval, invoice finalization, eBilling submissions—often live in the UI; webhook coverage is limited
  • Complex schemas and state machines: WIP, proforma, invoice, and AR objects have nuanced status transitions, approval routing, and posting rules
  • eBilling nuances: LEDES variants, client portal idiosyncrasies, and resubmission workflows via eBillingHub require normalization and resilience
  • Customizations: Firms customize fields, rate schemes, approval paths, and matter templates—integrations must adapt per environment

How Supergood Creates Elite/3E APIs

Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your Elite/3E workflows.

  • Handles username/password, SSO/OAuth (ADFS/Azure AD), and MFA (SMS, email, TOTP) securely
  • Maintains session continuity with automated refresh, cookie rotation, and environment change detection
  • Normalizes responses so you integrate once and rely on consistent objects across matters, WIP, proformas, invoices, eBilling, and payments
  • Aligns with customer entitlements and licensing constraints across 3E core, 3E Essentials, MatterSphere, eBillingHub, and Elite Payments

Use Cases

Matter and Case Synchronization

  • Create or update matters and related client metadata
  • Align case-centric tools (ProLaw, MatterSphere) with 3E’s financial records
  • Keep responsible attorney, practice group, rate schemes, and custom fields in sync

Time Capture and WIP Management

  • Push time and expense entries from your app or browser extension
  • Enforce LEDES phase/task/activity codes and billable flags
  • Retrieve WIP for review and forecasting

Proforma and Billing Automation

  • Generate pre-bills by cycle or matter
  • Apply write-downs, merge/split line items, and route for approval
  • Finalize to invoices and trigger downstream eBilling

eBilling Submission and Status Tracking

  • Submit LEDES invoices via eBillingHub to client portals (e.g., CounselLink, Legal Tracker)
  • Monitor acceptance, rejection reasons, and remittance messages
  • Automate resubmissions and exception handling

Payments and Collections

  • Post client payments and allocate across invoices and phases
  • Surface payment plans via Elite Payments (formerly Tranch)
  • Drive AR dashboards and dunning workflows

Available Endpoints

Authentication

POST /auth/sessions: Establish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth (ADFS/Azure AD) when enabled. Returns a short-lived auth token maintained by the platform.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/auth/sessions \
  --header 'Authorization: Basic <Base64 encoded token>' \
  --header 'Content-Type: application/json' \
  --data '{
    "username": "[email protected]",
    "password": "<password>",
    "mfa": { "type": "totp", "code": "123456" },
    "ssoProvider": "azure_ad"
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_5c18e9",
    "name": "Billing Admin",
    "entitlements": ["matters", "wip", "proformas", "invoices", "ebilling"]
  }
}

POST /auth/sessions/refresh: Refresh an existing token to keep sessions uninterrupted.

Matters

POST /matters: Create or upsert a matter record tied to a client, including billing arrangement and eBilling configuration.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/matters \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "client": {
      "clientNumber": "C-10012",
      "name": "Acme Holdings LLC"
    },
    "matterNumber": "M-2026-044",
    "title": "Acme v. City of Springfield",
    "status": "open",
    "openingDate": "2026-01-10",
    "currencyCode": "USD",
    "officeCode": "NYC",
    "responsibleAttorneyId": "tk_00421",
    "practiceGroup": "Litigation",
    "billingArrangement": {
      "type": "hourly",
      "rateSchemeId": "rs_2025_std",
      "budgetAmount": 250000
    },
    "ebilling": {
      "enabled": true,
      "clientEbillingId": "EBH-ACME-001",
      "ledesFormat": "LEDES_1998B"
    },
    "customFields": {
      "caseNumber": "2026CV01234",
      "court": "SDNY"
    },
    "referenceId": "crm-opp-7781"
  }'

Example response

{
  "matterId": "mat_8f2a71",
  "clientNumber": "C-10012",
  "matterNumber": "M-2026-044",
  "status": "open",
  "createdAt": "2026-01-19T15:21:09Z",
  "referenceId": "crm-opp-7781"
}

Time Entries

POST /time-entries: Create a time entry (WIP) with LEDES codes and narrative for a matter.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/time-entries \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "timekeeperId": "tk_00421",
    "matterId": "mat_8f2a71",
    "workDate": "2026-01-19",
    "hours": 3.5,
    "billable": true,
    "activityCode": "A102",
    "narrative": "Draft motion to dismiss",
    "rate": 850.00,
    "taskCode": "L110",
    "phaseCode": "L100",
    "referenceId": "timesheet-991"
  }'

Example response

{
  "timeEntryId": "te_45b8a2",
  "matterId": "mat_8f2a71",
  "amount": 2975.00,
  "status": "unposted",
  "createdAt": "2026-01-19T15:21:09Z",
  "referenceId": "timesheet-991"
}

Proformas

POST /proformas: Generate a proforma (pre-bill) for a matter, optionally auto-finalizing to an invoice.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/proformas \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "matterId": "mat_8f2a71",
    "cycle": { "fromDate": "2026-01-01", "toDate": "2026-01-31" },
    "include": { "time": true, "expenses": true, "adjustments": false },
    "grouping": { "byTimekeeper": true, "byTaskCode": false },
    "writeDowns": [{ "timeEntryId": "te_45b8a2", "percent": 10 }],
    "notes": "January 2026 prebill",
    "approvalRouting": { "routeTo": ["tk_00421", "billing_admin_7"], "dueDate": "2026-02-05" },
    "finalize": true,
    "referenceId": "billing-jan-2026"
  }'

Example response

{
  "proformaId": "pf_7721c3",
  "status": "finalized",
  "invoiceId": "inv_9912aa",
  "total": 2677.50,
  "createdAt": "2026-02-01T10:03:11Z",
  "referenceId": "billing-jan-2026"
}

eBilling Submissions

POST /invoices/{invoiceId}/submit-ebilling: Submit a finalized invoice via eBillingHub to the client’s eBilling portal and track the status.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/invoices/inv_9912aa/submit-ebilling \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "submissionChannel": "eBillingHub",
    "clientPortal": "CounselLink",
    "ledesFormat": "LEDES_1998B",
    "attachments": [
      { "type": "pdf_invoice", "url": "https://files.example/inv_9912aa.pdf" },
      { "type": "supporting_doc", "url": "https://files.example/time-detail.csv" }
    ],
    "resubmit": false,
    "referenceId": "ebill-jan-2026"
  }'

Example response

{
  "submissionId": "ebh_sub_0044",
  "invoiceId": "inv_9912aa",
  "status": "queued",
  "trackingId": "EBH-INV-9912aa",
  "createdAt": "2026-02-01T10:05:00Z",
  "clientPortal": "CounselLink",
  "referenceId": "ebill-jan-2026"
}

Get full API Specs →

Technical Specifications

  • Authentication: Username/password with MFA (SMS, email, TOTP) and SSO/OAuth (ADFS/Azure AD) where enabled; supports service accounts or customer-managed credentials
  • Response format: JSON with consistent resource schemas and pagination; LEDES-related metadata normalized
  • Rate limits: Tuned for enterprise throughput while honoring licensing, posting rules, and batch processing constraints
  • Session management: Automatic reauth and cookie/session rotation with health checks across multi-environment (on-prem/cloud) setups
  • Data freshness: Near real-time retrieval of WIP, proformas, invoice statuses, and eBilling events
  • Security: Encrypted transport, scoped tokens, and audit logging; respects 3E, 3E Essentials, and eBillingHub entitlements
  • Webhooks: Optional asynchronous delivery for long-running proforma generation and eBilling status updates

Performance Characteristics

  • Latency: Sub-second responses for list/detail queries under normal load; proforma generation and eBilling submissions run asynchronously
  • Throughput: Designed for high-volume time capture and monthly billing cycles; supports batch operations with idempotency keys
  • Reliability: Retry logic, backoff, and idempotency minimize duplicate postings; resilient to eBillingHub and client portal hiccups
  • Adaptation: Continuous monitoring for UI/API changes across 3E versions and customizations with rapid adapter updates

Getting Started

  1. Schedule Integration Assessment

Book a 30-minute session to confirm your product mix (3E, 3E Essentials, eBillingHub, MatterSphere, ProLaw), licensing, and authentication model.

  1. Supergood Builds and Validates Your API

We deliver a hardened Elite/3E adapter tailored to your workflows and entitlements, including eBilling normalization and optional Elite Payments hooks.

  1. Deploy with Monitoring

Go live with continuous monitoring and automatic adjustments as Elite/3E evolves.

Schedule Integration Call →

Frequently Asked Questions

Q: Which Elite/3E products can this integration cover?

Supergood supports workflows across core 3E financials, 3E Essentials, eBillingHub submissions, and coordination with MatterSphere and ProLaw. Coverage is scoped during integration assessment and aligned to your entitlements.

Q: How are MFA and SSO handled for automation?

We support username/password + MFA (SMS, email, TOTP) and can operate behind ADFS/Azure AD SSO. Sessions are refreshed automatically with secure challenge handling and environment-aware cookie rotation.

Q: Does this handle LEDES formats and client eBilling portals?

Yes. We normalize LEDES metadata, orchestrate eBillingHub submissions, and track statuses across common client portals (e.g., CounselLink, Legal Tracker), including rejection reasons and resubmissions.

Q: Can payments be posted and tracked?

We can post payments, allocate them across invoices, and surface payment plans via Elite Payments (formerly Tranch). AR balances and dunning workflows can be automated via webhooks and polling.

Q: What if our firm has custom fields and approval routing?

We detect and normalize custom fields, rate schemes, and approval paths. Proforma generation and approval are represented with consistent objects while respecting your posting rules and security roles.

ProLaw API - Programmatically access ProLaw with Supergood

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