3E Records
Enhance productivity, reduce risk and streamline manual processes. 3E Records helps firms automate records processing and circulation to improve efficiency and speed information access.
- Produce and maintain an effective records retention and circulations system that matches your firm’s unique requirements and processes
- Access critical information quickly and conveniently
- Track a file’s status, circulation and modification history with ease through in-depth tracking and auditing functions
Create and manage both physical and electronic documents, including email and related attachments, under a configurable master file plan and single user interface.
- Create records and containers for clients, matters, submatters and even administrative files quickly and easily
- Manage the intake, circulation, storage, retention and reporting for all physical records
- Circulate records quickly and accurately to attorneys, clients, other firms and government agencies
- Adhere to the high standards set by the U.S. Department of Defense
- Eliminate the need to manually enter single records with rapid data entry features
- Develop your firm’s own unique file hierarchy, policies and workflows with flexible filing
- Maintain document authenticity and prevent changes or alterations to documents
- Define default behaviors and setups of records by system, firm, office, role or individual user level
- Manage processes through a convenient Dashboard interface
- Automatically detect misfiles, circulation of containers, and request files online
- Benefit from a completely automated online retention and disposition process
- Ensure only users with appropriate rights can access information with enhanced security options
Contact your Elite account representative by completing the Information Request Form or by calling 323-642-5200.