ELM Solutions understands that each client has unique business needs that will evolve over time. That’s why we empower our clients to easily tailor their Passport® solution to meet current and future needs. Not only does Passport provide industry-leading configurability and extensibility, but we also offer a library of application modules that can be selected to complement and enhance our Passport legal matter management, Passport legal spend management, or Passport Claims Defense applications.

Each application module comes out-of-the-box with best practices-based fields, templates, reports, or other tools that address a specific need or challenge that a client may face. Want to more effectively utilize alternative fee arrangements (AFAs)? Looking for tools to support a global e-billing rollout? Need to streamline third-party due diligence efforts? Whether confronting these types of challenges right now or sometime in the future, our library of Passport application modules provides each client with maximum flexibility to customize their solution and easily keep pace with changing business needs.

Passport application modules

  • Alternative Fee Arrangements

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

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  • Collaboration

    Collaborate easily, quickly, efficiently and securely with outside counsel using our patented Passport Collaboration Portal and Passport Collaboration Module 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.

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  • Diversity

    Automate the process of capturing diversity data information of legal service providers to help drive and support diversity initiatives. This module 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.

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  • eDocketing

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

  • Global E-Billing Tax Compliance

    Comply with VAT requirements (or country-specific equivalent, such as TVA, MOMS, etc.) by leveraging the Passport Global e-Billing Tax Compliance Module 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

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  • Invoice Appeals

    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.

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  • Legal Holds

    ELM Solutions Legal Holds module 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.

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  • LegalVIEW® Predictive Insights

    The LegalVIEW Predictive Insights Module 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.

  • Office Companion

    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.

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  • Panel Management

    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 the Passport Panel Management Module 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. The module, 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.

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