Ellipse Gradient for Header

Elite 3E Integration Guide

Integrate Elite 3E legal practice and financial data with enterprise applications through supported APIs, scheduled workflows, approved batch processes, and deployment-specific callbacks.

Elite 3E integration options at a glance

Elite 3E is positioned to support API-based integration, including REST-oriented integration services for Clients, Matters, Timekeepers, Time Entries, Expenses, and Invoices / Bills, although endpoint coverage depends on the deployed release, modules, and configuration. Martini can consume confirmed REST endpoints, authenticate through the customer-approved mechanism, and orchestrate scheduled incremental synchronization or controlled writes. Batch and asynchronous processing may support historical loads and period-end financial exchanges, but the job model must be confirmed. Webhook-style callbacks, file exchanges, SOAP services, and reporting database access are deployment-specific and should be validated before use. Martini maps, validates, reconciles, and monitors these flows.

Integration pointSupported by Elite 3E?Common use casesHow Martini supports it
REST APIsLimitedElite 3E is positioned to support REST-oriented integration services for Clients, Matters, Timekeepers, Time Entries, Expenses, and Invoices / Bills. Exact endpoints and write coverage vary by release and enabled modules.Martini can consume confirmed REST endpoints, map responses and requests, apply validation and business rules, and expose selected results through Martini APIs.
AuthenticationLimitedAuthenticated access is required, but the customer deployment may use OAuth 2.0, API credentials, service accounts, certificates, or another vendor-defined method.Martini stores credentials in secure environment configuration and uses the confirmed authentication and authorization scheme without embedding secrets in workflows.
Bulk, asynchronous, and batch processingLimitedBatch-oriented processing may be relevant for historical loads, time and expense imports, invoice synchronization, and period-end financial exchanges. Standard job behavior and limits require confirmation.Martini can orchestrate scheduled batches, segment payloads, track processing state, reconcile totals, and retry transient failures where the Elite interface supports it.
Webhooks and outbound callbacksNot confirmedComprehensive notifications for Clients, Matters, Time Entries, Expenses, or Invoices / Bills were not confirmed. Any callback support may be limited to selected events or a separate integration service.If the deployment exposes callbacks, Martini can receive and validate them; otherwise it can use scheduled polling with overlap windows and deduplication.
SOAP and legacy web servicesNot confirmedElite has historically supported enterprise web-service patterns, but current Elite 3E SOAP availability and recommendation were not verified.Martini can consume a confirmed SOAP endpoint if required, but REST or another currently supported Elite interface should be preferred when available.
File and attachment exchangesNot confirmedFiles may be used for financial exports, legacy imports, reporting extracts, or document-related processes. A general-purpose Elite 3E attachment API was not confirmed.Martini can process approved file exchanges, but attachment and document flows should be designed separately from core financial-object integration.
Database and analytics accessNot confirmedDirect Elite 3E database access was not confirmed. A customer-managed reporting database, warehouse, or reporting layer may exist in some deployments.Martini can consume an explicitly approved reporting database through JDBC, but supported Elite APIs and exports should be preferred and business rules should not be bypassed.

How Elite 3E exposes data and business events

Elite 3E REST APIs

Elite 3E is positioned as supporting REST-oriented integration services, but public product material does not define complete endpoint, version, or object coverage. The customer’s deployed API specification must establish which Clients, Matters, Timekeepers, Time Entries, Expenses, and Invoices / Bills operations are available.

Martini implementation pattern

Martini implementation pattern: Martini authenticates to the confirmed Elite 3E base URL, invokes the required REST resources, handles pagination and response validation, maps data into a canonical model, applies lifecycle and permission rules, and writes to the target system. For writes, the workflow records accepted identifiers and separates validation failures from transient failures.

Implementation sequence

Confirm the deployed Elite 3E API specification and base URL
Configure the approved authentication method in secure Martini environment settings
Retrieve or submit the required Elite 3E resource
Handle pagination, filtering, and response validation
Map Elite 3E fields to the canonical and target models
Apply lifecycle, confidentiality, and financial validation rulesب

Elite 3E batch and scheduled synchronization

Batch-oriented processing is relevant to historical loads, time and expense imports, invoice synchronization, and period-end financial processing, although a standardized bulk API or asynchronous job model was not confirmed publicly.

Martini implementation pattern

Martini implementation pattern: a scheduled workflow retrieves an incremental window or prepares a controlled batch, processes records in bounded groups, stores checkpoints and stable identifiers, and produces reconciliation totals. Job status and retry behavior must follow the customer’s confirmed Elite interface.

Implementation sequence

Schedule the synchronization during an approved operating window
Retrieve or prepare the bounded Elite 3E batch
Process records in controlled groups
Apply idempotency and financial reconciliation checks
Persist the checkpoint and accepted transaction identifiers
Retry transient failures and report unresolved exceptions

Elite 3E outbound callbacks

Comprehensive webhooks for Elite 3E objects were not confirmed. Some deployments may expose selected outbound notifications through an integration service, while others require scheduled polling.

Martini implementation pattern

Martini implementation pattern: when a supported callback exists, Martini receives the notification, authenticates and validates its source, retrieves the current Elite 3E resource if necessary, and sends the normalized event through the downstream workflow. If callbacks are unavailable, the same workflow behavior can be initiated by an incremental scheduler.

Implementation sequence

Confirm whether the deployment exposes the required outbound notification
Receive and validate the callback or start the scheduled polling workflow
Retrieve the current Elite 3E object when the notification is incomplete
Apply deduplication and business-state checks
Map and deliver the normalized event to the target system
Record processing status and retry recoverable failures

Elite 3E approved file exchanges

File exchanges may support financial exports, legacy imports, reporting extracts, or document-related processes, but a general-purpose attachment API was not confirmed. File handling should be approved separately from core API integration.

Martini implementation pattern

Martini implementation pattern: Martini receives or produces an approved file, parses the documented structure, validates rows and financial values, maps the contents to the target model, and records file-level and row-level results. The workflow should retain audit references without assuming that every Elite document is available through the same interface.

Implementation sequence

Confirm the approved Elite 3E file format and transfer process
Receive or generate the controlled exchange file
Parse and validate headers, rows, identifiers, and financial values
Map the file data to the target schema
Write accepted rows and isolate rejected rows
Record the file result and reconciliation totals

Common Elite 3E integration patterns

Pattern 1: Synchronize time and expense transactions

When to use this pattern

Use this pattern when downstream finance, reporting, or analytics systems need approved Time Entries and Expenses from Elite 3E. A scheduled incremental window is appropriate when comprehensive outbound events are unavailable.

Integration direction
Elite 3E
Martini
NetSuite
Example Mapping
Elite 3E FieldCanonical FieldTarget Field
Time Entry identifiertransactionIdexternalTransactionId
MattermatterReferenceprojectOrMatterId
TimekeeperprofessionalReferenceemployeeId
Units and ratequantityAndRatequantity and unitRate
Martini implementation pattern

Martini retrieves records by posting or modification window, handles pagination, filters approved or posted states, maps time and expense values without losing decimal precision, and validates Matter, Timekeeper, currency, and period relationships. Stable Elite identifiers and persisted checkpoints make retries safe; reconciliation totals are produced by Matter, Timekeeper, period, and currency.

Martini capabilities used
  • workflows
  • API consumption
  • scheduling
  • data mapping
  • business rules
  • error handling

Pattern 2: Distribute clients and matters to legal applications

When to use this pattern

Use this pattern when document management, CRM, conflicts, or client-service applications need current Clients and Matters from Elite 3E.

Integration direction
Elite 3E
Martini
iManage
Example Mapping
Elite 3E FieldCanonical FieldTarget Field
Client identifierclientIdclientNumber
Matter identifiermatterIdworkspaceMatterId
Matter statusmatterLifecycleStateworkspaceStatus
Billing clientbillingRelationshipbillingClientReference
Martini implementation pattern

Martini retrieves changed Clients and Matters, normalizes identifiers and configured attributes, applies active, closed, restricted, and ethical-wall rules, and upserts target metadata. The workflow stores the last successful checkpoint, uses overlap windows to avoid missed changes, and routes authorization or validation failures for review.

Martini capabilities used
  • workflows
  • scheduled synchronization
  • data mapping
  • business rules
  • API orchestration
  • monitoring

Pattern 3: Publish finalized invoices and receivables

When to use this pattern

Use this pattern when a finance platform, payment process, client portal, or reporting environment needs invoice and balance information from Elite 3E.

Integration direction
Elite 3E
Martini
NetSuite
Example Mapping
Elite 3E FieldCanonical FieldTarget Field
Invoice numberinvoiceNumbertranId
Invoice statusbillingLifecycleStatestatus
MattermatterReferenceprojectReference
Amount and currencygrossAmountAndCurrencyamount and currency
Martini implementation pattern

Martini retrieves Invoices / Bills and related balances, excludes draft or otherwise non-publishable states, preserves invoice numbers, currencies, tax values, and decimal precision, and submits only finalized or otherwise approved records. Idempotency keys or external references prevent duplicate publication, while voids, credits, and ambiguous failures are reconciled explicitly.

Martini capabilities used
  • API consumption
  • workflows
  • data mapping
  • validation
  • idempotency controls
  • error handling

Pattern 4: Submit approved external time entries

When to use this pattern

Use this pattern when a time-capture or professional-services application sends approved time to Elite 3E through a supported creation or import interface.

Integration direction
Salesforce
Martini
Elite 3E
Example Mapping
Elite 3E FieldCanonical FieldTarget Field
External time identifiersourceEntryIdexternalReference
MattermatterReferencematterId
TimekeeperprofessionalReferencetimekeeperId
Units and narrativequantityAndDescriptionunits and narrative
Martini implementation pattern

Martini receives approved time through an API or scheduled intake, validates the Matter, Timekeeper, date, units, rate, and billing attributes, and submits only records permitted by the Elite 3E interface. Field-level validation errors are returned to the source, while transient failures are retried using the source identifier and accepted-record checks.

Martini capabilities used
  • APIs
  • workflows
  • data validation
  • mapping and transformation
  • business rules
  • retry handling

Applications commonly integrated with Elite 3E

Elite 3E can participate in legal-technology, document-management, CRM, HR, and finance architectures. The exact integration direction and object coverage should be confirmed for the customer’s Elite release, configuration, and target application.

Application Scenario Direction Martini Pattern
Intapp Exchange client, matter, time, conflicts, approval, or financial information across law-firm operational processes. Elite 3E → Martini → Intapp Martini retrieves approved Clients, Matters, Time Entries, or financial data on a schedule, applies matter and security rules, maps the payload to the Intapp interface, and records stable identifiers for reconciliation.
Aderant Support controlled coexistence, migration, or exchange of clients, matters, time, billing, and financial data between legal practice-management platforms. Elite 3E → Martini → Aderant Martini orchestrates batch extraction and import workflows, normalizes platform-specific fields, validates financial precision and lifecycle states, and produces exception reports for rejected records.
iManage Associate Clients and Matters with document workspaces, security metadata, and document-related financial context. Elite 3E → Martini → iManage A scheduled Martini workflow distributes approved matter and client metadata to iManage, applies workspace and confidentiality rules, and optionally processes supported status updates in the return direction.
NetDocuments Synchronize matter and client metadata used to create or govern document workspaces. Elite 3E → Martini → NetDocuments Martini retrieves changed Clients and Matters, transforms identifiers and lifecycle states into the NetDocuments schema, upserts workspace metadata, and retains synchronization checkpoints.
Microsoft Dynamics 365 Share client, account, matter, billing, and relationship information with business-development and customer-management processes. Elite 3E → Martini → Microsoft Dynamics 365 Martini synchronizes selected Clients and Matters in both directions where approved, applies authoritative-system rules, maps financial status fields, and isolates invalid or unauthorized updates.
Workday Exchange worker, organization, cost-center, expense, or financial-reference data with firm systems. Workday → Martini → Elite 3E Martini consumes approved Workday reference data, validates worker and organizational identifiers, maps them to Elite 3E fields through the supported interface, and reconciles rejected submissions.
NetSuite Synchronize invoices, payments, general-ledger references, clients, and financial reporting data. Elite 3E → Martini → NetSuite Martini retrieves finalized Invoices / Bills and related financial data, preserves currency and decimal precision, filters by lifecycle state, and submits idempotent finance transactions with reconciliation totals.
Salesforce Synchronize client, matter, relationship, and billing-status information for business-development or client-service teams. Elite 3E → Martini → Salesforce Martini distributes approved Clients and Matters to Salesforce, applies ownership and confidentiality rules, accepts only approved return fields, and handles retries without duplicating updates.

How to build a Elite 3E integration in Martini

Objective

Establish the customer-specific Elite 3E endpoint, authentication method, service account, permissions, and environment configuration before designing writes or synchronization rules.

Instructions in Martini

  • Confirm the deployed Elite 3E version, base URL, enabled modules, and API specification.
  • Confirm whether access uses OAuth 2.0, API credentials, certificates, service accounts, or another vendor-defined mechanism.
  • Store credentials and endpoint settings in secure Martini environment configuration.
  • Restrict permissions to the required Clients, Matters, Timekeepers, Time Entries, Expenses, and Invoices / Bills operations.

Objective

Select a trigger that matches the confirmed Elite 3E capabilities and the business timing requirements.

Instructions in Martini

  • Use a scheduled workflow for incremental polling when comprehensive callbacks are unavailable.
  • Use a callback trigger only when the deployment explicitly exposes the required outbound notification.
  • Use a controlled batch or file trigger for approved historical and period-end exchanges.
  • Avoid high-volume polling during billing, posting, or month-end processing windows.

Objective

Retrieve or receive the required Elite 3E objects with pagination, filtering, and state handling appropriate to the deployed interface.

Instructions in Martini

  • Filter by modification or posting window where supported.
  • Handle the confirmed page, cursor, or offset model.
  • Capture stable Elite identifiers and lifecycle states.
  • Use overlap windows and persisted checkpoints when change notifications are unavailable.

Objective

Coordinate calls, transformations, target writes, validation branches, and reconciliation within a maintainable Martini workflow.

Instructions in Martini

  • Separate extraction, validation, transformation, target delivery, and checkpoint steps.
  • Route authentication, permission, validation, rate-limit, and transient failures differently.
  • Use reusable workflow logic for common financial and matter controls.
  • Keep source and target correlation identifiers throughout the workflow.

Objective

Convert Elite 3E payloads into the canonical and target models without losing legal, financial, or security semantics.

Instructions in Martini

  • Map actual Clients, Matters, Timekeepers, Time Entries, Expenses, and Invoices / Bills fields explicitly.
  • Preserve currency codes, decimal precision, units, rates, taxes, signs, and legal-entity relationships.
  • Normalize dates and time zones according to the customer’s agreed contract.
  • Do not pass arbitrary fields through without schema and permission review.

Objective

Ensure that only authorized and business-ready data is exchanged between Elite 3E and connected applications.

Instructions in Martini

  • Apply active, closed, restricted, and ethical-wall rules for Clients and Matters.
  • Distinguish draft, submitted, approved, posted, finalized, voided, and paid states.
  • Validate Matter, Timekeeper, period, currency, and billing relationships.
  • Use stable identifiers or approved external-reference fields for idempotency.

Common Elite 3E data objects used in integrations

ObjectTypical UseCommon target systemsMartini handling
ClientsSynchronize legal-firm client master data and associated attributes.CRM, document management, client portals, analytics platformsMartini retrieves changed Clients, applies active, restricted, or closed-state rules, maps identifiers and attributes, and upserts the target representation.
MattersDistribute engagements or cases with client, billing, attorney, and financial-control information.Document management, CRM, conflicts, analytics, finance platformsMartini validates client relationships, confidentiality rules, lifecycle states, and target keys before publishing or accepting approved updates.
TimekeepersRepresent attorneys and other professionals who record time or participate in matter activity.HR, time capture, finance, reporting systemsMartini maps professional identifiers, roles, organizations, and status values while preserving the authoritative Elite 3E identity.
Time EntriesSynchronize billable or non-billable time, narratives, units, rates, dates, matters, and timekeepers.Time-capture applications, finance systems, data warehousesMartini validates required fields, preserves units and rates, uses stable transaction identifiers for idempotency, and reconciles totals by period and Matter.
ExpensesExchange matter-related expense transactions and reimbursable costs.Finance systems, expense platforms, analyticsMartini applies currency, tax, matter, approval, and duplicate controls before writing or distributing expense data.
Invoices / BillsSynchronize billing outputs, invoice status, amounts, balances, and related client or matter information.NetSuite, payment systems, client portals, reporting platformsMartini filters draft, finalized, voided, and paid states, preserves invoice numbers and financial precision, and prevents duplicate publication.

Authentication and security considerations

Deployment-specific authentication

Elite 3E requires authenticated access, but public material does not establish one universal authentication model. Confirm the deployed API or integration gateway’s OAuth 2.0, API credential, service-account, certificate, token, and TLS requirements before implementation.

Least-privilege access

Use service accounts with only the permissions required for selected Clients, Matters, Timekeepers, Time Entries, Expenses, and Invoices / Bills operations. Matter-level restrictions, ethical walls, and client confidentiality rules should be reflected in both Elite 3E and Martini workflow design.

Secret protection

  • Store credentials, tokens, certificates, and endpoint configuration in secure Martini environment settings.
  • Do not embed secrets in workflow definitions, mappings, logs, or error payloads.
  • Confirm token lifetime, refresh behavior, IP allow-listing, and certificate requirements with the Elite administrator.

Operational considerations for Elite 3E integrations

Synchronization and pagination

Confirm page size, cursor or offset behavior, filtering by modification time, time-zone semantics, deleted or voided object visibility, and any change-history endpoint. If callbacks are unavailable, use scheduled windows with overlap and deduplication.

Financial and lifecycle controls

Preserve decimal precision, currency, exchange rates, taxes, units, rates, signs, and client or matter relationships. Treat draft, submitted, approved, posted, finalized, voided, and paid states explicitly rather than assuming every returned object is ready for downstream use.

Reliability and reconciliation

  • Use stable Elite identifiers or approved external references for idempotency.
  • Separate authentication, permission, validation, rate-limit, transient, duplicate, and business-state failures.
  • Reconcile totals by period, Client, Matter, transaction type, and currency.
  • Coordinate polling and batch volume with billing, posting, and month-end operating windows.

Schema and deployment variation

Fields and operations can vary by Elite 3E release, hosting model, enabled modules, and firm configuration. Use explicit mappings, test representative lifecycle states, and monitor for API or configuration changes.

Why use Martini instead of scripts or point-to-point integrations?

Orchestration beyond point-to-point calls

Martini coordinates Elite 3E API calls, schedules, callbacks, files, target applications, validation, and reconciliation in an explicit workflow rather than distributing logic across scripts.

Maintainable data contracts

Mappings and transformations can normalize Clients, Matters, Timekeepers, Time Entries, Expenses, and Invoices / Bills while preserving financial precision, lifecycle state, and legal-security boundaries.

Operational resilience

  • Apply reusable validation, business rules, idempotency, retry, and error-routing behavior.
  • Persist checkpoints and correlation identifiers for incremental synchronization and auditability.
  • Expose controlled APIs without requiring downstream systems to understand Elite 3E endpoint details.
  • Monitor workflow execution and troubleshoot failures through centralized operational behavior.

Frequently asked questions

How can Elite 3E be integrated with enterprise systems?

Elite 3E can be integrated through its customer-confirmed REST-oriented APIs and integration services for Clients, Matters, Timekeepers, Time Entries, Expenses, and Invoices / Bills. Scheduled incremental synchronization, controlled batch processing, approved file exchanges, and deployment-specific callbacks may also be used. SOAP services and direct database access should be treated as deployment-specific and confirmed before selection.

Can Martini integrate with Elite 3E?

Yes. Martini can integrate with Elite 3E by consuming confirmed REST endpoints or other approved Elite web-service interfaces, scheduling polling workflows, processing approved batches or files, and receiving callbacks when the deployment supports them. Martini can map data, apply business rules, expose downstream APIs, and handle errors and reconciliation.

Do I need a connector to integrate Elite 3E with Martini?

No dedicated Elite 3E connector is required. Martini can use Elite 3E’s confirmed native APIs, approved web services, scheduled synchronization, files, authentication methods, or deployment-specific callbacks. The available mechanism depends on the customer’s Elite release and configuration.

Is there any extra Lonti cost to integrate Elite 3E with Martini?

Lonti does not charge an additional per-connector or per-vendor fee to integrate Elite 3E. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from Elite, cloud infrastructure, hosting, or other third-party systems depending on subscription, usage, and deployment model.

Which Elite 3E integration methods should be used first?

Use the customer’s supported REST-oriented API or integration service when it provides the required object and operation coverage. Scheduled incremental workflows are the conservative choice when comprehensive callbacks are unavailable. Batch, file, SOAP, and reporting-database approaches should be used only when explicitly documented and approved for the deployment.

Does Elite 3E support events, webhooks, or outbound callbacks?

Comprehensive webhook coverage was not confirmed for Clients, Matters, Time Entries, Expenses, or Invoices / Bills. Some deployments may provide selected outbound notifications through an integration service. Martini can receive a confirmed callback, but otherwise should use scheduled polling with overlap windows and deduplication.

How does synchronization work for Elite 3E data?

Martini can retrieve changed objects using the available filtering and pagination model, map them to a canonical schema, apply lifecycle and confidentiality rules, and upsert target data. Stable Elite identifiers, persisted checkpoints, overlap windows, and reconciliation totals help prevent missed changes and duplicate processing.

How are Elite 3E errors, retries, and duplicate records handled?

Martini can distinguish authentication, authorization, validation, rate-limit, transient-service, duplicate, and business-state failures. Workflows can retry recoverable failures, preserve correlation identifiers, use stable Elite identifiers or approved external references for idempotency, and route unresolved records for review and reconciliation.

Can Martini expose an API façade for Elite 3E?

Yes. Martini can expose a controlled REST API that presents selected Elite 3E data or operations to downstream applications. The façade can enforce authentication and authorization, apply a stable contract, transform payloads, and orchestrate calls to the customer’s supported Elite 3E interface without exposing internal endpoint details.

Related Martini documentation

APIs

Workflows

Mapping

Security

Operations

Connect Elite 3E with the rest of your enterprise

Use Martini to turn Elite 3E APIs, approved integration services, scheduled workflows, and controlled data exchanges into maintainable enterprise integrations.

EXPLORE MARTINI
BOOK A DEMO