Elite Intelligence Injected into Claude and Microsoft
Elite announces Elite Intelligence connectors will be in the Claude marketplace and Microsoft Marketplace, through Elite’s Model Context Protocol (MCP) service. The secure, read-only connection lets authorised users ask supported financial and matter questions within these AI experiences and receive answers grounded in governed data.
Law firm finance teams often have to leave their current workflow, sign in to another system, find the right inquiry or report, run it, and interpret the output before they can answer a routine business question. Elite Intelligence connectors reduce those steps by bringing supported Elite financial intelligence into Claude and Copilot while applying each user’s existing Elite access rights.
“Law firms do not need another disconnected destination for AI. They need trusted financial intelligence wherever work happens. By extending Elite Intelligence into Claude and Copilot, we are bringing the financial context and governance that firms already trust within Elite into the AI experiences their people use every day,” said Mark Dorman, Chief Executive Officer, Elite.
How Law Firms Can Use Elite Intelligence Connectors and Agents
A chief financial officer can ask supported questions about unpaid invoices, work in progress, budgets, billing status, or matter performance and get an answer directly from Elite’s platform without replicating or moving sensitive data. Billing and finance teams can access routine information faster without producing another status report, while lawyers and business leaders can get approved financial context without working in 3E throughout the day.
With Elite Intelligence connectors, users can:
- Ask supported financial and matter questions inside Claude or Copilot.
- Receive answers grounded in live, authorised Elite data rather than exported or manually assembled information.
- Reduce context switching across conversations, financial systems, reports, and spreadsheets.
- Get faster visibility into matters, invoices, budgets, billing activity, and other supported financial information.
- Access trusted financial intelligence without changing the firm’s existing Elite permissions and controls.
Why Governed Financial Context Matters for Law Firm AI
AI is only as useful as the data, workflow context, and governance behind it. When financial data is fragmented across systems, an AI experience may have only part of the business context needed to answer a question. Elite’s approach starts with the financial and matter data firms already trust to run their business and applies the permissions already established in Elite.
Elite Intelligence connectors extend trusted financial data into the approved AI environments firms choose without creating another isolated point solution. Embedded Elite Intelligence improves work inside Elite, while connectors expand access to that intelligence where authorised users need it.
Built on Elite’s Financial Operations Platform
The new connectors build on Elite’s position at the heart of the world’s most successful law firms. Today, Elite supports more than $160 billion in billing transactions, approximately 60,000 monthly users, and more than 10 million invoices processed during the last 12 months.
Because Elite operates across the work-to-cash lifecycle, Elite Intelligence can ground AI in the relationships between clients, matters, time, billing, invoices, budgets, and other supported financial information. Connectors extend that context into Claude and Copilot while preserving one financial record, one workflow context, and one control model.
