Turn Your Data into Usable Business Documents

3E Templates is a powerful document automation solution that helps you generate fast, readable, and professional documents. Templates transforms back-end data into a variety of formats for automatic distribution via print, email, file locations, or document management systems, simultaneously. Now you can eliminate manual billing and reporting, reduce time and effort in evaluating new business with conflicts reports, and satisfy the reporting needs of different segments of your firm. By streamlining the data distribution processes, Templates helps you improve your efficiency and increase your profitability.

  • Increase firm-wide visibility and management control with readable reports distributed electronically
  • Improve client relations by efficiently meeting client bill format requests
  • Automate manual processes such as collating and distributing reports
  • Convert documents effortlessly into formats including Microsoft Word, Excel, XML, HTML, Adobe® PDF, and ASCII that meet your specific needs
  • Save time with Visual Designer, a Templates tool that allows you to create and preview layouts as you format, all within a familiar Word-like experience