Passport functionality

Successfully negotiate and establish alternative fee arrangements (AFAs) and automatically enforce compliance with the arrangement. This functionality enables organizations to evaluate each AFA to determine its effectiveness in driving down costs and increasing firm efficiency.

Collaborate easily, quickly, efficiently and securely with outside counsel using our patented Passport Collaboration Portal and Passport Collaboration functionality to streamline the capture of timekeeper, accrual, budget and matter status-related data. Legal service providers benefit from improved communication with their clients and a streamlined and auditable approvals process for budgets, new timekeepers, and timekeeper rate changes.

Automate the process of capturing diversity data information of legal service providers to help drive and support diversity initiatives. This functionality tracks compliance against program objectives over time and provides metrics and dashboards for reporting. It not only tracks diversity at the firm level but also across their timekeeper roles.

Mitigate risk and drive efficiency in docketing and calendar management with Passport eDocketing functionality for Passport Claims Defense. Fully integrated with eDockets™, a legal software solution from American LegalNet, this functionality ensures that users only see the events they need to most efficiently and productively organize their day.

Comply with VAT requirements (or country-specific equivalent, such as TVA, MOMS, etc.) by leveraging Passport Global e-Billing Tax Compliance functionality to streamline management of VAT invoices and meet unique, country-specific VAT regulations in key European jurisdictions or satisfy a company’s own internal compliance policies

Streamline the invoice appeals process for any fees or expenses that are adjusted. By eliminating the need to resubmit invoices for rejected or adjusted charges, clients gain the ability to stem any unresolved issues with legal service providers in a timely, transparent and efficient manner.

ELM Solutions Legal Holds for Passport is an intuitive, easy-to-use solution that automates the assignment, notification, and administration of custodian acknowledgments. From creating hold notifications to issuing a legal hold, to tracking and managing acknowledgements, the solution helps ensure potential evidence can be preserved when litigation is anticipated by providing an efficient and systematic way to automate your legal holds workflow and reduce your organizational risk. Highly configurable surveys allow legal team users to rapidly poll potential custodians and gather critical information.

LegalVIEW Predictive Insights ranks the best law firms for litigated matters using predictive budget and cycle time data mixed with client-weighted criteria through the power of AI, all from within the firm selection workflow.

Actionable information is at your attorney’s or claims examiner’s fingertips, so they can confidently make firm selection based on criteria important to your organization.

Passport Office Companion allows you to manage legal workflows right where you work, in Microsoft^® Office. 

Designed for the way you work, users can seamlessly access and manage their entire matter portfolio, invoices, and documents without having to leave Microsoft Office. Accelerate productivity with an award-winning user experience to transform how legal work gets done.

Panel management is an essential practice for corporate legal and claims departments to ensure the right firm is assigned to each matter. Since departments often rely on a significant number of law firms to handle the matters and litigation caseloads, they are constantly looking for ways to not only control their legal spend but strengthen their relationships with their preferred outside counsel.

The data and functionality available in Passport Panel Management gives legal operations professionals, panel managers, and claims executives the ability to create and manage panels and associate matters to those panels for case assignment. This functionality, available for the Passport Legal Spend Management and Passport Claims Defense products, impacts day-to-day matter and case management activities by supplying professionals with point-of-decision data and processes to ensure the right firm is paired with the right matter at the right cost.