By implementing 3E® solutions, you can gain greater functionality of your Enterprise platform and improve efficiencies across your business.

Begin fostering growth, maximizing performance and providing the strategic visibility for firm-wide success. These 3E solutions integrate seamlessly with your Enterprise platform to provide enhanced functionality and bring immediate value to your business.

Each component can be implemented quickly to improve financial management and matter management—and provide flexibility to fully migrate to 3E in the future.

3E Templates

3E Templates is a powerful document automation solution that helps you generate fast, readable, and professional documents. 3E Templates transforms back-end data into a variety of formats for automatic distribution via print, email, file locations, or document management systems—simultaneously.­­ 3E Templates is the next generation document automation solution, providing speed and flexibility beyond what Document Studio can do.

Pros:

    • Eliminate manual billing and reporting
    • Reduce time and effort in evaluating new business with conflicts reports
    • Easily satisfy the reporting needs of different segments of your firm

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3E Image Connect

3E Image Connect is a web-based imaging solution that offers advanced imaging capabilities for storing and retrieving images so your firm or professional organization can scan and secure critical documents on your network. The advanced imaging capabilities deliver a fast and efficient way to track down records or documents for easy retrieval and printing.

Pros:

    • Eliminate manual billing and reporting
    • Reduce time and effort in evaluating new business with conflicts reports
    • Easily satisfy the reporting needs of different segments of your firm
    • Easily retrieve, store, secure and print documents stored on your server

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Data Insights for Enterprise

Data Insights for Enterprise is a self-service analytics model that lets you create and view actionable insights from a single dashboard that’s tailored and filtered based on what you manage. Available from the desktop or mobile device, fee earners and managers can easily manage performance and make timely decisions based on facts. It’s a rich visualization experience that helps keep your business on track.

Pros:

    • Leverages Microsoft Power BI advanced analytic technology
    • More powerful than Enterprise Reporting and Analytics Foundation
    • Create interactive reports or dashboards without writing any code

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Data Legacy Review

Data Legacy Review is a consultative service for Enterprise customers to evaluate their data and receive additional support in their transition to an upgraded platform – 3E. Our experts review your data and consult you in the process of securing and transitioning your critical documents throughout the process

Pros:

    • De-stress transition with expert assistance
    • Cut data prep time with most comprehensive conversion data testing
    • Trusted guidance in the security transfer of critical data

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3E Budgeting and Forecasting

3E Budgeting and Forecasting is a web and Microsoft Excel-based solution that lets you push global assumptions from a firm-wide level down to the individual fee earners. You can build your budget and forecasts from the lowest level of detail, including the fee earner and GL level, directly in the familiar Excel environment. Budgeting and Forecasting integrates with Enterprise and other backend systems to provide a standard process that helps eliminate errors, correct issues, and save time.

Pros:

    • Better visibility with fee-earners and out-of-house managers
    • Tracks budget with real-time insights
    • Uses pre-configured worksheets to save time

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