Enterprise supports additional product offerings so you can get the most functionality and performance out of the software
Products that enhance your Enterprise functionality and migrate with you to 3E
- 3E Business Development – enterprise relationship management (ERM) that includes marketing automation and experience management to drive more successful marketing and business development initiatives
- 3E Design Gallery– a document automation solution that streamlines the collection, conversion, and distribution of data
- 3E Image Connect– a web-based imaging solution that offers advanced imaging capabilities for storing and retrieving images
- 3E MatterSphere– client and matter management that provides a single, unified way to view and manage day-to-day activities, including clients, jobs, workloads, and all related documents and reference materials
- Data Insights for Enterprise– a powerful analytics model that combines a feature-rich self-service data warehouse console with Microsoft® Power BI® for creating and viewing actionable insights based on what you manage
- Paperless Proforma for Enterprise– an intuitive, browser-based pre-bill distribution and mark-up solution
- Xcelerate Budgeting and Forecasting – a web- and Microsoft Excel-based solution for your entire budgeting and forecasting process that delivers better visibility so you can plan with confidence
Products that enhance your Enterprise functionality
Document Studio is a proven, server-based solution that automates the creation and distribution of critical documents and transforms data from your back-office system into professional-looking invoices, reports, and other documents.
- Simplify the creation of billing packets, statements, and customized reports by transforming information from multiple sources into client-ready documents
- Expedite document design and implementation and distribute them to an unlimited number of recipients via email, fax, across LANs, or to network printers
- Reduce data conversion, document production, and distribution costs
Extend helps firms increase firm-wide efficiency and attention to detail with a fully integrated event notification management system.
- Expedite critical decision making and be proactive rather than reactive in your day-to-day business
- Reduce missed deadlines and opportunities with automatic event notifications
- Improve margins through actionable, management-by-exception reporting
Reporting and Analytics Foundation provides near real-time access to business data that leads to improved operational performance and business development.
- Identify and analyze trends and other key performance indicators with greater ease and accuracy
- Enhance visibility into performance metrics
- Accelerate access to information with individual reporting functionality
Reporting Essentials provides firms with quick access to current statistics on all aspects of the business so they can make informed business decisions.
- Gain immediate visibility into daily business activities and historical information
- Generate actionable reports directly from the Enterprise database without a data warehouse
- Get up and running with fast implementation, built-in standard reports, and an intuitive dashboard interface
WebView gives firms an intuitive, integrated environment to access critical business data from any location with an Internet connection.
- Maximize user flexibility and convenience by providing immediate access to important data when and where it’s needed
- Improve efficiency firm-wide through the execution of basic and advanced tasks all from a convenient web-based client platform
- Meet your firm’s unique business needs and get the most out of the data by customizing screens and elements with the WebView built-in design module