Transcript for "What's New in the Q4 Release of 3E": Hi, everyone, and welcome. So I'm Kirsten Stewart. I'm our VP of product here at Elite. I will be your host today for the what's new in the q four release of three e cloud. Thank you so much for spending part of your day with us. We have a lot to cover today. We've got lots of speakers, and I know how full our calendars are. So we're gonna make the best use of this seventy five minutes. And we have a big group joining today. I see already a lot of you coming in. Some of you are already running through eCloud. Some of you are probably still on premise, and you're here to see what's coming. We do these quarterly so you can keep up with with what we're doing, delivering value every quarter to you to you all. So either way, you're in the right place, and we want you to leave knowing what's new, what that means for your teams, and what's next. So here's how the next seventy five minutes are gonna go. We will... I will kick us off. I will set some context, then we'll get into some deep dives with a few of our other product team members. And after that, we will do some quick journal updates on things like Data Connect and the print agent. And we have some pretty exciting stuff that we're announcing right now. So we've got lots to share, and I'll come back at the end with the release timing and a look at what's ahead in q one and into 2027. And then we'll open it up for for your questions. So, again, full agenda, and we'll move it a a pretty good clip. So every presenter here will keep it practical for everyone. Alright. So here's how the next seventy five minutes will go. Again, I'm gonna I'm gonna kick it off, but why are we here? We wanna help your firm get the full value out of this release. We've invested a lot, and we wanna make sure that you leave here and your teams are able to activate on the new capabilities. So this is more of a training session. It's not gonna be a sales pitch. So if you see something today that would help your billing team and your finance team, ask the questions. That is what we are here for today. Alright. So a little bit of housekeeping. The session, we... Obviously, we are recording. So, if you need to step away or you wanna share it with a colleague, you're gonna have that. And then everyone is muted. Now we are using a new tool, so something different about this new webinar tool is if you can't hear me or any of the presenters, you're likely muted in a different way. So check that mute button, try that first. And as usual, if the webinar, if it freezes and you get dropped, just go rejoin from the original link. You'll pick right back up. And then use the q and a panel for the questions as we go. Our team is in the background. They're watching it, and then we'll save time at the end. And then we will also have... We love feedback. We're gonna have a short survey at the end, and so we want that feedback. So please take a minute after this ends. Fill that in, and let us know what we can do better going forward. Alright. Let's dive in. And before we get into all the features and the new capabilities, I wanna take a couple of minutes on why why we do the things we do the way we do them. So connecting every matter from intake to cash takes three things, the financial record, the workflows, and the context. So we hold the record with more than $162,000,000,000 in billion trans... In, billing transactions process, and it's widely used across the AMLAW one hundred. We run that workflow. We we we run the workflows with more than 8,000,000 invoices a year on this one platform, and we understand the context with our eighty years of matter to money experience. So together, that's what makes the unified data, the embedded AI, and that one connected experience possible. So features, you know, they can be copied, but this foundation, it can't be assembled overnight. So let me show you what that means starting with the record. Alright. So let's start with the basic question you all ask every single day. Is this client profitable? To answer it, you need time, you need rates, discounts, billing reduction, and days to pay. It's a very fragmented setup. Most of the time, those live in different systems. Someone spends days pulling that data together to get those answers, and it's really oftentimes after the decision was meant to be be made and people to be informed. So with Elite, there's one record from matter opening to cash collected. So that answer takes minutes, and you can see what's driving it. You get connected data, the business logic behind the numbers, and the insights right in Elite or in the AI tools your firm already uses. Every matter makes your next pricing staffing client decision just a little bit smarter. And once your data is connected like that, AI can go beyond answering questions and really start helping you and your teams act. So let's talk about that system of action. That's what we're building towards, the automating of the work that turns the matters into profits. So when time gets captured and proformas become accurate invoices and payments move faster and your leaders see performance in real time. It all runs on one platform with trusted data and end to end workflows. We build AI. We embed it into the platform. We don't bolt on beside it, and the result is obviously some more speed, more profitability, less risk, and faster insights that you can act act on. So many of you are already seeing all of this in three e cloud, and that's where the market is moving. And if you're you're still on premise today, that's okay. Keep an eye on what we show you in this session because it's a good preview of where the platform is going. So with that context in mind, let's make it real. So a lot of what I just described start here in three e Financial, the system of record that everything else connects to. So it's my my great pleasure to hand it over to Jason Stump. He's one of our product managers on three e Financial, and he spends his days with firms like yours working out how to make finance teams faster and their numbers more trustworthy. And then he'll be joined by others right after. So, Jason, take it away. Alright. Thanks so much, Kirsten. Hi, everyone. Thanks for joining us today. So I have a couple of things that I wanna go over with you today on what the financials team has delivered and then also show you a quick demo, of those features. So we're gonna jump into that now. One of the things that you guys are probably aware of is just the ongoing regulatory compliance of global e invoicing. So we've continued our effort on that as governments continue to roll out new mandates. And we partnered with Eticom, and Eticom helps us deliver this feature set. So three e generates the invoice and delivers the electronic invoice to Etikom, and then they manage that and deliver it to the country. So this particular release, we have added support for The United Arab Emirates. And, for you, folks that are in that country, you now have the ability to enable that option to do e invoicing with UAE. We, also added a new feature to be able to attach the three e invoice, along with the electronic invoice to get that delivered. So one of the things that we found is that while countries may not mandate, an attachment, the only thing they really care about is the electronic invoice, and sometimes that doesn't match up with what you want to deliver your end client. So we've added the ability to attach a copy of that three d invoice along for the countries that support that. And then also wanted to mention that we did add support for Germany within the last Hotfix release in case you missed that. You know, sometimes our compliance don't match up specifically with our major releases, so we might add those into a minor release as well. So just so you know, in case you missed that, Germany is supported as well. Alright. Yeah. Let's take a look at the next item. So one of the other things that we delivered is the ability to add, filtering capabilities to voucher attachments, based on the cost type. And we do this through a, override system, option, and I'll show you that, in a second here. But I also wanted to call out just a couple other fixes that we made that may impact, you guys, as well. So we did correct a work and bill realization percentage calculation, on the timekeeper bag, dashboard. So if you've noticed that in the past, we did make that correction. We also resolved an issue with some duplicate numbering, when generating full credit notes for multiple invoices with this... Within the same work list. So we made a correction there as well. Okay. So let's go ahead and, just reminder. So if you are starting up e invoicing, so, there is a lot to cover in e invoicing. So we do have all the documentation on the knowledge center, but also on our documentation portal. So you wanna review that because there there is, several setup steps, more than what I'm going to show you today. We're just gonna take a look at the one feature. Alright. So let's go ahead and dive into that, and I am going to share my screen with you guys so that you can see that. Okay. So here's three e, and the first thing I wanna show you is just where you go for the mandated e invoicing. So we have a configuration page that I'm going to bring up. Okay. While that's loading. This is going to be the section where you go to enable that PDF attachment, but also set up your country. So here you could see I have countries that are set up, that are existing. You can also add a new country whenever you would go into that area. For example, I'll just pull one of those up. I'm gonna bring up Germany. So this is where you would establish your company settings for that. But the main thing that I wanna call out is just this new area here. So this new checkbox allows you to add the three e, invoice. So what happens is currently, the invoice is just delivered electronically, through Ediacom just with what the country mandates. But if you want them to have a paper copy, so to speak, that looks like your template, you would enable this attachment, and then that gets sent along the way. Okay? So that's where you can enable that. Alright. Let's go ahead and take a look at the voucher attachments. So currently, you actually have the ability to, attach attachments, from the voucher to your cost. And in the override settings, if you've done that already, there's an existing, add voucher attachment to cost cards option that you would have had to turn on. And so that existing functionality stays the same, so there's no change there. So this is just an enhancement to allow you to drill down further and filter that option. So for example, you may not want certain cost to get the attachment. So we've added a new overrides option, and that's down here, and it's called the enable multi matter voucher attachment. So you would need to turn this on to enable this next level filtering criteria. Okay? So just remember that if it's not working for you, you'll need to check your, system override options. Alright. So what I'm going to do now is we're going to go into the cost type setup so that we can take a look at where we enable this. So once we've turned on the system override option, then I can bring up any of the cost types that I want to allow this. And the way this works is I'm going to bring select a couple that I have used. And that way, we can take a look at example without me having to go through everything. So I'm gonna select the ones that I've already set up. And on this screen, I'll call your attention down to this lower right side here. We have this new checkbox for allow the voucher attachment propagation. So if that is on, then once you are in voucher maintenance and you create a new voucher and you add an attachment, this cost type will get the attachment added to the cost card. So the agent will. If I look at the other one that I've set up, the copies, you'll notice that this one does not. So this particular cost type will not get the attachment when I add it in the voucher. Okay? So that's my setup. Now if we take a look at the voucher... So this is gonna be your normal process. You're gonna go in and you would add a new voucher and, enter in the required information that you normally would. So you enter in the voucher cost as well. And then, the difference is, you know, if you've got these rules turned on, then, that would determine whether or not this goes. So I have one already set up, so that we can just look at that quickly. Okay. So once this comes up, I'll show you, two cost entries that I've made, based on those cost types, that I already had set up. And if we take a look at this, you can see I've got an amount. You can call your attention up here. I've got the attachment already, signified here that I added attachment to this voucher. And then if we look at our costs down here, you'll see that I have my two costs, So the copies and the agent, and so those two entries were made. And what that means is when we go ahead and add those in that attachment, that the copies will not get that that attachment. And that's signified after the fact. By here, you can see this little red x. That means that did not get copied over because the rules did not allow for it. K. So you notice here is my cost, entries, the 78 and 77. So if we go ahead and take a look at that, then you'll be able to see what the end result of that looks like. So if I just scroll down to our cost modify, and we're going to bring open those two, cost cards. Alright. And then you'll be able to see that when I created that voucher, for copies, which does not allow for it, you'll notice over here in the attachment section, there is no attachment. And then if we look at the 77, you'll notice that the attachment indicator is on, meaning it did get the attachment assigned to it at the cost, card level. Okay? So that is, the two items that I wanted to share with you guys today. So let me go ahead and stop sharing my screen, and we'll bring back up the slide deck here. Okay. And then I am going to turn this over next to Ruby so she can go over on our next feature. Ruby, take it away. Thanks, Jason. Hi. Ruby here. I think I maybe have met some of you in my new role here as director of emerging technology. But today, what I'll talk about, is two features. We talked, you know, I think Jason just spoke of compliance and, Eddycombe and, e billing. I'm gonna be able to talk about a feature here offered in email that help some of our customers and regions that are very strict about auditing, make sure that they can track, all communications including the solutions they use like ours, communications out. So that's that first one, which is the blind carbon copy. And then, of course, what we do here is get your bills out. So we wanna make sure that if you are also email related is that if you're sending your bills out via email and it doesn't get to the right recipient that you know about it so they can get that bill out. K. So those are the first the first two. So... Or the the two that I'll be speaking of. So blind carbon copy allows, the firm, you all, to set in a a inbox or a mail... Mailbox where emails coming out of, three e. So three platform go to. So this is ability for you to track all the things, all the emails that are coming out of three e. And I'll say for the most part, the firms that will be turning this on will obviously be filtering out what they need, in terms of client comps, the internal comps. We're really used to help them maintain, their compliance and meet regulatory, requirements in in that region of the world, and that's speaking to you all, feel... People in Wales. Okay. So that's that first one. The second one is... And let me just show up the screen. Let me pull up the screen here. The second one is about bounce back. So this is the ability to to notify someone at your firm that an email, that was sent, is... Was bounced. Right? So primarily, what we're concerned about, and I think most of you are concerned about, is when an invoice, when, you know, a bill gets sent out to somebody and that was an invalid email address. So both those are now configurable through the cloud management tool. The ability to access this should be available on the knowledge base or through Salesforce portal. So you should be able to look at, you know, how to access the cloud management tool. And this will give you access to this widget right here. And this this again allows you to set two things. You can have multiple multiple emails for your, BCCs, but you can only have one email. We wanna make sure that it goes to what person arrives at that with a report that says, hey. These are the emails that bounced. So very simple configuration. You can see here just that one widget will, you know, go down to where the email spot is and fill that in. Okay. And now I just wanna show you an example of what, the report looks like. So if you did set up, the report that you knew... You would like to be notified about bounce box, that that is what that looks like there. We give you a summary in the email and then an attachment, in an Excel spreadsheet there, that says, you know, here's who you sent it to. So check that address. Make sure make sure it's right. And then, you know, who sent it and the subject of it. And you can see from the subjects that some of these will, if you... Especially if you have it set up in distribution set up to include an invoice number, a matter number that will show up there too. So it'd be easy for you to spot. Alright? And with that, I'm handing over to Nick. Welcome, Nick. Thank you so much, Ruby. Good day, everyone. So today, it's my pleasure, to present a new feature. So within, Performa Edit today, when billers are working inside of the three e application on the Performa Edit screen, they don't really have an easy way to see where a bill stands in the e billing process. So this often means that they have to end up, leaving the workflow, going out to e billing hub directly, or reaching out to the e billing team for an update. So with the q four release, we're bringing that visibility directly into Performa Edit. So billers will now be able to see the latest synchronized EVH submission status as a read only field right where they're already working inside of the application. So with this change, it removes a common point of friction. Billers can quickly understand where the pro form a is in the process, reduce the manual status checks, and have more informed conversations with the e billing teams because they already have that status available right where they're working today. So switching over so we can see where that is going to land. So this is a, screen from Performa Edit, on the payer tab. And so just as a reminder for everyone, when invoice is submitted to eBillingHub, the invoices are split, by payer within the application. So the status is reported back into three e at the payer level. So you have to go into the payer tab, and then you will be able to see on the screen right here the latest synchronized status, for that eBilled invoice, directly within the application without any need to, go into eBillingHub, you know, or check with your eBilling team to be able to retrieve that status. Alright. So the second feature I'd like to show off today, so, is background validation and submission for EBH invoices. So if you're a law firm, that has really large invoices with lots of line items, so probably 10,000 plus, 30,000 line items, Validation can consistently fail at this point at about 10,000 line items. And what this feature does is it allows you... And it's a configurable option, so it has to be turned on as an override, but it allows you to do the validation in the background instead of having to, do that as part of the, standard submission process. And so because you can do that separately and it runs in the background, what what that allows you to do, is continue along with your workflow, is you don't have to wait for the validation to complete, before you can move on to your next task. And then we also provide a report to you so that you can check on that status, and come back to that work, in the future, so you don't have to wait for it. So with that, what it allows you to do is submit your invoices, those really large invoices, without any timeouts. You don't have to do the manual checking, have the understanding of, you'll know exactly when that work completes. So that should reduce, duplicate submissions, and spend less time on the phone talking with us, from a support perspective because you're not sure of when the invoice actually went through appropriately. So what does that look like? So, part of the process flow, it it does change a little bit with this when it's enabled, is that you validate first and then you process the proforma. And so there's two different ways that you go about that. So at the top of the screen, when you are, submitting an invoice, there is a new button that gets enabled that's validate all. So this is at the top, rightmost of your screen, and the validate all will validate all applicable performance that are in your work list. So if you're within perform a edit and there's only one item, it'll process that one. If you're on group perform a, it will process all of them that are submit... That are set up for EVH submission. There is also the option for validate now. So this is enabled on the individual, performance within the editor. When EBH validation is selected, you can validate it right there, without having to... You can do those one at a time if you'd like or process them in batch with the validate all. So after you have validated the invoices, then you can continue on with your workflow as usual. So you can do the bill, print, perform any other action that you'd like to. The action buttons will remain enabled, but you will receive an error message if any of the validations have failed. So you still get that consistent feedback within the application, have an opportunity to correct them before submission, as part of, you know, the normal process flow that you would go through. So with the validation, how do you know when that's done? So with that, the... We do have the results that are populated within the work list. So if you're in group pro form a and you have a lot of items in your work list, there is a new status that will tell you when the validation has been completed. And then we also have a new report called the EVH Performa validation list, where you can review failed processing and completed requests. You can search by Performa. You can search by Requester. You can filter by date. You can even filter by specific failure reasons or an EVH tracking ID. If you'd like to come back to an item that you were previously, tracking previously, you can find that within the report. And just a quick reminder, from the worklist perspective that, for worklists... Mixed worklists, validated performance continue processing. Unvalidated performance will remain in that worklist, for visibility perspective, so those don't disappear. And then for group performance, each member proforma is validated separately. And then if one member fails, the entire group is marked failed, just because that's being submitted holistically all in one go. If any, member pro form a fails, that does need correction, before it can be submitted. Alright. So when and how to enable background validation? So from a general perspective, background validation is best for firms with really large invoices, so we're, like, 10,000 line items or more, or firms that want to choose when validation runs. So, if you find that validation takes longer, than the work session that you're typically in as a user, you can navigate away, and then the background job will continue. And then you can go back into the, report and then navigate to that proforma as soon as it's finished. So you don't need to sit there and wait for it to happen. You can go back to the report, and then there is a link that you can follow to get right back to that proforma. Also, if as a team you want a clear billing checkpoint, you can validate before you do the billing, and then you can go back and review any failed performance in the report before you continue with your billing processes. And last but not least, if you want a recorded status and tracking details, so each validation stores a status and an EVH tracking ID, within that report. And so that can assist if, for any reason you review what happened after you leave the screen. So if you're having issues with submission, for instance, and you want to have that EVH tracking ID to assist with navigation, between three e and EVH, that is available from the report, not by beer reason, to enable background validation. So this is an opt in feature that needs to be set up as an override. And so you would reach out to your administrator, or anybody with appropriate authorization, to enable the, enable EVH validation controls flag. But by default, existing validation behavior continues just as it does today. And so with that, I would like to introduce Ken, our next speaker, who's here to talk to us about elite payments. Thank you, Hi, Ken. Nick. Hi, everyone. I'm Ken Kwabia, a product manager for Elite Payments. And and today, I'm gonna talk through our functionality for payments that we're launching in, in the in the next quarter, so arriving imminently. To the next slide. So so for for payments, this quarter, the key, theme is really around, connectedness and convenience. We're really focused on trying to simplify the client journey within the pay... The payment portal. And, essentially, one of the key problems we have today is that if a client wants to, create a regular, payment plan or a regular funding for a matter or a trust, they they currently have to go in, on multiple times into the portal and pay those individually as manual payments. So, ultimately, that creates, additional friction, for the clients, and also creates friction for the law firms in terms of being able to have a regular source of revenue coming in. In the q four release, we are launching, the ability for a client to set up a recurring payment plan, and that will that will execute. You set that up once, and that will execute on a regular cadence, based on specific preferences that the client has set up, particularly around the amounts to pay, the frequency, and the end dates, for that, payment plan. In terms of key benefits, that will, significant... Significantly improve, the ability of clients to make those payments, and then also makes it easier for the law firms to actually see, those revenues coming in, in a repeatable and regular cadence. Let me move through to the next slide. So, so as part of that, we are also launching, some additional screens that are linked to recurring payments, particularly, for the ability to see your overall payment plan. And then we are also launching the ability for, additional validation on, manually set up payment methods. And those will work hand in hand with recurring payments, but also provides, additional benefits for the clients. From a documentation perspective, that information will all be up... Updated within our existing documentation, and we will, ensure that all of the details associated with recurring payment plans are visible and, available there. So let's, without further ado, actually, see that. So you should see on screen, I'm currently within the payment portal, and we have introduced a new trust deposit and retainer payment segment, within the within the portal, which enables a client to set up those plans. So if I select trust and retainer payments, you'll see, the form that enables me, as a client, to see the details of the trust and retainer matters, to set and schedule the payment information of it on this... On the right hand side and then confirm and execute that payment. So let me go ahead and set that up. One of the benefits that we've introduced, for the integrated, law firms, so law firms that are currently using three e is the ability to search for existing matters that, are within... Held within three e and synchronize into payments. And those... That will significantly improve the ability of the client to actually just select the matter rather than, having to type in reference information manually. If I wanna set that payment plan to start today, you can set the actual dates. And then we have different options for the cadences of the payment plan. So you can have your clients, set up the payment plan on a weekly, monthly, or quarterly basis. And I can choose what, day of the month that, recurrence, will continue. And in terms of options, I can all... I can have a payment plan set with a specific end date, or I can have an Evergreen payment plan that runs until canceled. So with those key details around the the trust and the the trust deposit and the matter and the actual scheduling complete, I can now confirm that payment schedule and select the confirmation here. I have to select a deposit purpose, for the plan and then make that payment. So the payment I selected was for 10,000. One of the key pieces of information to call out is that, initially, on launch, we are leading with card related payments, but a fast follow will be bank, a bank, pay... Pay by bank options, because we need to incorporate some additional consents associated with that. But once I've selected that, I can now continue to the dashboard and go back to my invoices, and see my plan with a set of payments, all to be executed starting on December 20, and then running through for a number of months. Let me go back. And so, with that in mind, shown the the three key elements of recurring payment plans, and I'm going to now hand over to, Jennifer. Thanks again. Jennifer Mormon here, product manager for three Performa. Really excited to share with you guys today what we've been working on for our q four release. This quarter, we've really been focusing on trying to improve the quality, reliability, and efficiency for our users, looking to make those fixes that have been a long time coming and people have been really looking forward to. This quarter, we're looking to really increase the reliability of pro form a and experience that supports your billing, the confident and the changes, the calculations, and, specifically, the workflow. There's been some updates to find and replace, currency display, multi user updates, and code number workflows. So we've really just been looking to help make the process smoother and really get rid of some of those, annoying bugs that people have been experiencing for some of them a long time coming. What I'm gonna do today is I'm going to actually just walk you through some of the more prominent ones that have been around and I think will be exciting. And then, of course, with our release documentation, we'll always give you guys a a lot more detail around some of the the smaller ones, smaller fixes that that we've created. So the first one I wanna talk about is, co owners. So when a owner was reclaiming or returning a a proforma and they would add a co owner to that proforma, then the queues were not getting updated appropriately. So at this point, through the workflow, we've now corrected that. So anytime that a proforma is being reclaimed or returned, the owner can add a co owner to that pro form a at that time. And now that pro form a is going to show up in the co owners need review or my performance bucket as expected, versus it not being in there and being in their completed bucket, which is obviously not expected. With this update as well, when you were adding a co owner after the performance was returned or reclaimed, It was also, not allowing the co owner to do any type of, workflow actions, like submit, close, or reclaim. So that too has been fixed as part of this update where now the workflow works appropriately to where when a co owner is add... Added after a performance returned or reclaimed, the co owner that's added will now be able to submit, close, or reclaim as expected. Super excited about getting the workflow in the right position. Moving on to the next one, we are taking a look at the, the workflow... Another workflow update that we made where, you would apply a write down on a transfer card, but then you'd wanna remove that write down. And when you remove the write down card, it was not, repopulating back to the correct amount prior to the write down, and it wasn't allowing you to identify or the reverse write down was there. Now we've updated that. So when a write down tag is, added during a transfer, it's retained as part of the transfer, upon a save and recalc as well as it will, when removed after the transfer, it will revert the information back to what it was prior to the write down. And for this, particular presentation, last but not least, this is the group pro form a. I know I've had a lot of users come to me about our group billing and having some concerns about what was happening with the workflow on those group performance. And I'm happy to report that we've identified it. And in this release, which will be going into preview, I believe, this week, we actually have fixed that. So now prior to the fix, whenever a group of performance were part of a group billing, then they would be approved with no edits or errors or updates. They were not flowing to the group perform a process. They were actually being, taken through the normal, bypassing that process. So now after this fix, when users users bulk approve performance that are part of a group performer, those performance will correctly flow to the group performer workflow, and, therefore, billers will now see them in their workflow box. Super excited about that one. It's been there for a minute. So, with that said, there are some more bug fixes that we did focus on this quarter. Those can be seen and obtained through the release notes that will be published, for this q four release. With that said, I'm going to, shift over to time and let Courtney walk you through what's going on. I'm gonna highlight some of the happening in there. Thanks, Courtney. Take it away. Thanks, Jennifer. Okay. So, yeah, we're gonna... Let's talk about three e time and what's coming up. So one of the things that we've gotten a lot of feedback about in regards to, Workspace time in particular is performance. So we've really focused this quarter on improving the performance and responsiveness for our users. We've accomplished this by making some under the hood platform upgrades, and we expect that you'll see a significant performance improvement. As you probably know, Workspace release is about a month behind, three e and Performa. So we're not in preview yet. We're still doing our performance testing, but we'll have the actual figures in the release notes for you, for that preview release in November. In addition to the performance improvements, we have some selected corrections that we've made. Let's go over these really quickly. So in a hybrid situation, in some cases, after a user entered the narrative and then clicked into the hours field, the focus was moving into the background. And so they weren't able to find where's my cursor. So that's been corrected in this upcoming release. We also had an issue where if you were going to proxy as someone, if you had inactive users, they were showing as, their unique identifier, not the person's name in the proxy dropdown, but but you're actually not allowed to proxy as an inactive user. So what we've done is inactive users are not available in the proxy list anymore. And then, last but not least, in some cases when you were updating a narrative, when you stopped or paused the timer and then restarted it, the narrative updates were being lost. So that has also been, corrected in this release. So just as a quick reminder, this is where our documentation lives. There is a landing page that always has all of the current, release documentation attached to it. So I suggest that you follow that article. It's the first one on the list there. That way you can get a notification whenever there's updates and you don't have to try to track down several different articles in the knowledge center. And then also, just a friendly reminder that the release notes are available in the online help. That's the screenshot on the bottom there. So if you're having trouble finding them, they're really easy. Just go into the help and you can find them at the very top of the menu there. Alright. Up next, I'm gonna... We're gonna shift into some general updates, and Don's gonna start us off with Data Connect. Thank you, Courtney. Data Connect 1.3. Okay. So with Data Connect 1.3, we're adding access to data from eBillingHub and validate. So if you are a Data Connect customer with eBillingHub and or validate, you will get new additional external share invitations as part of your Data Connect package. After accepting the new invitation or invitations, you will be able to access your new data in the same way you access through eData in the same lakehouse but through different shortcuts. So that's the big announcement for Data Connect. And now Young Kim will talk about print agents. Thank you, Don. I will be presenting a print agent 4.70. This is an on prem application that is released, outside of three e. As you may already know, this was announced back, October 8. And it is really the upgrade, to be compliant with dot net 10, as support for dot net eight has, is going to soon end. Print agent, as you have some of you may already know, is actually a on prem component that gets installed on the utility server. And, it is a component that is necessary for three templates in three d cloud to be able to communicate with your physical printers, on your on your domain. As we are rolling out, version five thirteen, soon, Print agent, can be installed prior to, five thirteen being released, or it can also be installed, after five thirteen is released. So it can be done at your own, pace, whenever necessary. So, some of you may already have updated your print agent to be, to 4.70, which works with both the previous versions of three e t SAS, that was that was, released with five twelve. And 4.7 will also work with five thirteen and four sixteen. The previous version of print agent is also compatible with, the five thirteen release, allowing you to upgrade, whenever needed. For frequently asked questions and a client upgrade guide, you can go to the knowledge center as shown here in this slide. And, we also have a link here to, installation video for the print agent. If you need, troubleshooting support, you may go, to our support team by, putting a ticket in. Or if you need help with, the installation of printation from our services, you can also request that, through our support portal. And I will now hand it over to Ruby, who will be presenting the, lead intelligence for cloud. Thanks, Jan. Hi. Ruby again. Super excited to talk about this, so I'm gonna jump right into it. I think we can all acknowledge that, the, you know, introduction of AI has has shifted many industries and legal tech not excluded. You know, what's changed here is really with the introduction of this new tech, how we work. Right? So we know that what AI will do for us is mostly right now, it's assisting us and giving us information, providing that information when we need it, to make and inform our our decisions. Right? So that's that's the best thing. And as it grows, these agents will then will work alongside them. And that's what we've been working through at Elite and inside of our platform. But what it's changed again is how we work. So we know that, you know, I'll say the finance stuff is typically maybe in in three e more, but we know that you all, are choosing different AI tools as well. So we know that, many of you are adopting cloud and or Copilot and or other enterprise solutions. And so we wanna make sure that we can extend, that elite AI into where you are. So we wanna meet you where you're working. You've heard this is saving this path, but it's so much more true today in how AI has really changed, how our workflows. Right? We might be in three e working and, Elite AI is gonna help us in there. We may be outside of three e, so we're gonna extend that. So just from the diagram on the right, just wanna not, not not leave this point on set is that we focus and take extra care to make sure that our, solutions, within our platform are secure, and so we have applied that same care, as we extend elite intelligence outside of our platform. So we're trying to... We're realizing that that, strategy and that that thought, with the announcement here today. I think maybe if some of you were on LinkedIn, it sounds like it was already announced this morning prior to this. But we have a connector out on the, Claude's connector directory. So if you go there, we have a lead intelligence for Claude that's there today. And coming up very shortly here is going to be, the copilot agent for Elite Intelligence, in the marketplace. So thrilled about that. Right? We've got... We're gonna extend Elite Intelligence into your workflows. Again, we know that, all of you aren't choosing the same AI tech, which is great and fine. You know, you gotta choose the one that works for you. We wanna make sure that we can extend, the delete intelligence, to to everywhere that you're working. K? So same, you know, I'll say same questions. Right? So what's the difference here? What are we doing that allows that? It's really being able to get that trusted information that we have in three d available to you, wherever you're working. So you'll know those answers quickly. Right? How do I make sure, you know, if I'm running off to a meeting? What's... What... You know, give me a snapshot of this client and how am I doing? If you're in billing, you you wanna see what invoices make up the ARR because someone called you and asked you about it. Now you can do that, within Copilot, and Claude or within three. Right? So that's the beauty of it. It's really being able to take that information conversationally and not having you to have to go pull up a report. Although you can, if that's more... You're more comfortable, we have that option too. But, again, meeting where you are and how your workflows are, we now have this ability for you to ask, a lead question, and it'll have come back come back to you right where you're... Where... In the context of your work with that trusted, information. So lots of fun things. And with that, what I'll do is I'll just play a little video here, of, you know, how to how to get to it. And then I think at the end of that, I might have a couple prompts. So let's just watch that. Let's walk through how to connect Elite Intelligence for Claude. In Claude on the menu on the left, find customize and click on that. And then at the top, there's a menu item that says connectors. Go to there. From there, look for Elite Intelligence and click connect. After clicking connect, we will ask you to authenticate just to make sure that the information you're about to access, you have access to. And right here, you just then provide your enter ID, and we assume that you have a mirroring three e user and have access to three e as well. Once the connector has confirmed that you should have access, it will show that it is connected with that status checkbox right there. Now that you're connected, let's give Elite Intelligence a try. Let's ask about our AR information. You can see here that Claude, knowing what I do have access to in elite intelligence, will also prompt me to clarify what I'm looking for. In this case, I can look for my total AR or I can look for the breakdown, and I'll choose breakdown. Elite Intelligence retrieves my AR information for me, and then I can also ask a follow-up questions and so on and so forth. Alright. That was amazing. I'm glad everybody got a chance to see that. We are so excited about being able to, have our cloud and Copilot connectors out. We know what a difference that's gonna make in the in the lives of of everyone at the firm, making it easier to access that data. You know, first, I also wanna thank the presenters, but I'm gonna cover a couple of other things, before we get to the q and a. And we have had a couple of couple of questions come in. We're gonna cover, when this all reaches you guys and your environments, and I'm gonna cover a bit about what's coming next and more exciting things coming, on the horizon here. So with that, let me let me get right to the timeline. So don't worry. All of the timeline, it's always reflected in the knowledge center that you have access to. As you know, three e cloud releases along with all the various products associated with it, releases in a few waves. So right now, Jennifer was correct earlier, we are heading to preview now and over the next few days for for all regions, and we are regionally based. So depending on your region, that's when you will receive the preview updates. So we will have, our production three e cloud deployments starting with our AMZ region, Australia, New Zealand customers on November 13, with the rest of world following on November 20. Now always keep in mind the UI will deploy, ahead of three e. So... And that, again, is gonna vary by region. And then in December, we'll have more products deployed to different regions starting on the eleventh. So preview, as a reminder, the preview window is your chance to get your hands on all of these new capabilities to start activating on them, understanding how, to bring those into your firm and into your teams. You know, we want you to test those key workflows, especially billing or anything compliance, related. So definitely follow the three e cloud, release schedule on the support portal. That is always the best way to get notified, as dates are are confirmed and things go go live for you. So with that, the part I always enjoy talking about some of the things that are are coming up next. So I'm not gonna read this whole slide. Like I said, you're gonna you're gonna get this, but I wanted to come back a little bit to where we started at the top of the session. Really what makes Elite different, and that's that one trusted platform from matter to cash with AI built right into the work instead of bolted on. You saw that with the with the connectors releasing now. Thank you, Ruby. And it's it's one system that turns matters into profit. So q one, we're building on all three of those areas, and I'm gonna I'm gonna call out some things very specifically. So, you leave here with an idea of what's coming, and you can start preparing for those things. So we're continuing to invest in elite intelligence. As we do invest in elite intelligence, those new abilities to get to different types of data, ask different questions, that'll all come into those connectors as well. So it means more help reviewing proformas, more help asking questions of your data in plain language, getting things faster and more consistent answers over time. And all of that, as usual, just as Ruby highlighted, all stays within the security permissions that you and your firm already have set up. So... And that is the idea of of insight showing up right where your teams work and not necessarily having to be in the platform to get it. So second, more efficiency from a work to cash perspective. There's a lot, obviously, going on in billings and payment... Billing your payments that you saw today. So... But I wanted to point out one thing in particular. For those that have been, exploring validate and EBH. We are investing more in validate in terms of handling rejections. So your teams will catch those billing issues earlier. So we handle reductions. Now handling rejections coming in the new year, it's it's a... It's an exciting time to really take a look at validate and and how that really helps speed up that work to cash cycle. So, the same... You know, it fits the same thing that that I opened with, which is getting it right the first time so that cash moves faster for your firm. And then third, man, this is... It's an exciting time here. The connectors being the the first of what's to come in terms of the AI experience. So, you know, you heard us talk early about once your data is connected, AI can move beyond answering questions and helping you act. And we're already there today with products like validate and AI and narratives and PTA codes. So... But we're taking it even further. We're we're now investing in areas like collections and billing. And what makes that all possible and what you're reading here is that orchestration and eventing work that's happening is the groundwork for all of the agentic experiences that we are bringing to life walking into the new year. So really looking at our collections work flows, our billing work flows, and how does an agentic experience play a role in that. And we're working with customers right now in three e cloud, and this all comes to you in 2027 as part of the platform in three e cloud. So those... If you're on premise, this is a great look at where we're going. We're happy to talk more about what that path looks like, for you. So... And I wouldn't play my role well if I didn't say road maps are always subject to change, but this is this is some insight into where we're heading, into the new year. So, hopefully, you're as excited as we are about that. I know the PMs on the call, we're we're actively working right now. Alright. So I know there were some questions, that came in. Let me see if I can hit on those real quick. Not not a lot of them, but that'll give everybody some time. And PMs, please take a look. We're answering these behind the scenes, so there's more questions that have come in. So please be sure to to review those product managers and and help us get those answered while I'm taking the first few here. So, alright. So, back when we were looking at the financials area and Jason was covering some of the updates there. And, Jason, please, you know, join me on stage or any of you product managers join me on stage if we wanna provide some clarifications here. But we were talking earlier, and one of the questions is on the client, the client level. So the voucher attachment requirement box, Is it also at the client level? The answer is no. Great feedback. We love to take enhancement feedback, so it is only configured on the cost type. So thank you for the for the question there and and the feedback. And then when Nick was presenting, we got another question here. Is the Performa Edit EBH status cloud only? And, yes, it is a it is a cloud only enhancement. So, alright. So I'll take another one here. Again, PMs, please join me if if you've got some of these answers. Cloud and Copilot. So these are cloud only capabilities. There was a question about whether these were coming to on premise. They are not. This is a... This is part of the cloud experience. The technology, you know, really... We're allowed the benefits of that technology. And Ruby, as as join me here on screen, I don't know if you wanna share anything there. I just heard connectors. I hopped right on. In the chat, Ruby. Right? So the the on prem question, we got that handled. What are the technical requirements for setting up Elite Intelligence on Copilot and Claude? There are not really technical requirements per se. We do need to... And the the documentation is, I think, imminently going to be published on our on our help page. But we just need to make sure that you do have the the user logging on definitely needs to have a mirroring valid three e user. We definitely need to have you obviously have an identity inside your entra. Like, that's critical. And then the first step really is your admin, so your administrator of your entra being able to consent the application. So we talked a lot about security, and that's one of them to say full fledged real app that has to be consented into your entra. So that would be the one kinda technical piece that has to be there. And depending on how your firm is set up, the security will be how accessible these agents and, and connectors are. So if your firm, for for instance, we are very secure, and so therefore, any connectors that are even out offered in the directory have to be consented by our cloud admins before we can access them. So those are the kind of two steps. One is consenting. One is to check-in with your admin teams to see how how these, connectors and or agents are are being managed at your firm. But once those two pieces are are done, you know, by, again, your administrator, then really the folks inside your firm should just follow the steps that I saw there, which is go customize, go grab it, and sign in. And that's that's it. Easy peasy. There you go. You see? trying to make it easy here. But, Claude, Ruby Wright, Claude is available now. Copilot coming. eminently. So we've submitted for that. So any day, that that will also be available. So there's a couple other questions in here, Ruby. Lots of interest in Claude and Copilot, so this is this is good stuff. Okay. Y'all keep the questions transfer. that. Okay. Yep. Okay. So, yes, the the the connectors are able to... They're read only essentially. Right? So you're able to inquire about your data. We're not we're not taking actions back into the platform through Cloud or Copilot. This would be a a read only, access at this point. And then, Nick, I know there's another EBH question in here. If you wanna come on, on stage with us and answer that one. And then, Young, there's also a a print agent question. So you guys be, looking in the question. So user access follows the clogged in Copilot connector. Correct, Ruby? So that's. part of that user identification. So that will happen. Copilot, again, imminently, for sure. So... Alright. So one of the things you can do is, obviously, for some of these answers around the print agent, check out the, documentation that's gonna be provided, on the the various versions of three e. So, Nick, you had a question here on EBH. I see you joined us. Yes. So the question was around, is the EVH status available on payer by layer? And, unfortunately, I'm gonna have to follow-up on that, Okay. and then distribute a problem. that information, to get that answer out. So just. wanted to be clear. I think we've caught them all. We'll we'll wait our requisite seven seconds because that's about how long it takes to get a new question posted here. So... But, really, it's been an exciting release for us. We've we've all enjoyed here working on some of the new tech and moving us towards, you know, all of the connected experience that we've been talking about, and making that real and and delivering that value on a quarterly basis is, I know, very important to all of us. So we will, definitely be back next quarter. This is gonna be a wrap if I don't see any other questions coming in. So, again, thanks to all the the product team members, and thank you all, you know, for being here and spending time with us. The recording will definitely be shared with you. Please hang out, though. We're gonna go ahead and and prompt with a survey. It helps us to shape these sessions and really have a great rest of your day. And, yeah, we'll see you next quarter, everyone. Thank you so much.