Thomson Elite - Introducing Elite 3E

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Does the left hand always know what the right hand is doing in your firm? Elite 3E allows your entire business to work together seamlessly using a single high performance system that provides individually relevant views to users throughout your firm.

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Take the Flash Tour
This quick overview highlights several of the key 3E advantages.

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Elite 3E Whitepaper
Explore the advanced architecture & software factory development approach for optimizing Elite 3E to meet your firm's unique business needs.

Elite 3E provides comprehensive financial management capabilities that work together to streamline the full range of your firm’s accounting and financial reporting activities.

3E General Ledger provides flexible capabilities that efficiently manage financial transactions and reporting for firms using cash and accrual based accounting methods.

Powerful transaction management and processing capabilities provide firms with full control over how and when information is posted and reported:

Define roll-up, parent and statistical accounts for enhanced reporting.
Manage transactions between multiple currencies and between multiple companies or business units.
Create attractive, formatted real-time financial statements.

3E Purchasing allows firms to manage the entire purchasing process from employee requisition through vendor invoicing.

3E Accounts Payable enables firms to effectively monitor and control cash outlays. The system was designed to efficiently handle large transaction volumes and provides tools such as built-in workflow, approval processes and collaboration to streamline and improve expense management efforts.

Offering a friendly Web-based user interface, 3E Time Entry enables task-based billing, allowing specific lists of phase, task and activity codes to be assigned to individual files and validated during the time entry process. Information can then be easily grouped by task codes

3E Billing manages the entire spectrum of client invoice preparation, editing and processing activities:

Web-based single screen interface facilitates fast and convenient revisions.
Write-up/down functions include a variety of credit allocation methods.
Split-billing capabilities allow fees to be apportioned among multiple parties.

Billing features a built-in document composition service for production of attractive and professional bills and statements that can be printed, saved in a variety of document formats and distributed electronically.

3E Collections provides an integrated approach for managing the activity and communications regarding the collection of overdue invoices. When an invoice becomes overdue, it can be submitted to a collections process which consists of a series of sequenced steps with prescribed actions to be performed either by the system or by an individual in the firm.

3E Fixed Assets manages assets throughout their entire lifecycle from creation through disposal including accounting, depreciation and reporting.

3E provides powerful and flexible conflicts search capabilities and integrated records, case and calendar management to automate every aspect of your practice.

3E Conflicts provides powerful search capabilities in combination with built-in workflow routing that enables a single point of entry for all new business information with customizable routing throughout the intake and approval process.

3E’s single entity model allows a related party to be a client or vendor without having to create a duplicate record in the system. In addition, whenever a new party is entered in the system a search for duplicates automatically takes place.

Flexible full text search capabilities include the ability to use Westlaw® search syntax. Filters can be applied that limit search results and risk indicators help to identify draw attention to potential conflicts. Searches and reports can be saved for later review.

Comprehensive security allows firms to create ethical walls and control access to confidential matters.

Flexible case and calendaring capabilities integrate with 3E, allowing firms to efficiently organize, track and manage information needed throughout the entire lifecycle of every case. Easily access client and matter information, case details, financial statistics, events, assigned attorney(s), related parties, opposing counsel, judge, court, location and more – all from a single, integrated solution.

Rules-based calendaring capabilities and automated court rules deliver a powerful, efficient and reliable way to address firm calendaring and docketing requirements across a wide variety of jurisdictions and venues.

Case management events can be published to personal calendars in Microsoft® Outlook, which supports synchronization with PDA and BlackBerry® devices.

Comprehensive records management capabilities integrate with 3E so that firms can create a master file plan for both physical and electronic information that matches their unique requirements.

Complete lifecycle records management of physical files, documents, images, emails and associated attachments, as well as other electronic information is available from a unified interface. Every aspect of the process can be efficiently managed including initial record declaration, retention, access, holds, audit trail, archival and disposition/destruction.

Integration with office productivity, document management and email systems allows 3E to automatically capture records from native applications. Users can also actively capture and declare records whenever any information created needs to be stored.

Maintaining authenticity is a key requirement of any records management solution. Once any file is declared as a document of record, it is preserved and cannot be changed or altered in any manner. Comprehensive security allows firms to create ethical walls that control access to records information through both inquiries and file requests.