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Enhanced law firm operations

Leverage a complete solution that was developed with the entire matter life cycle at its core

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Connect every aspect of your business

3E is a complete financial and practice management solution that was developed with the entire matter life cycle at its core. It brings together all critical areas of your business to streamline tasks and provide timely and accurate business information. By implementing the full 3E suite of products, you can extend its capabilities to help your firm further drive profitability and efficiency through more automation and better visibility and planning.

Advanced Financial Solutions

Four powerful solutions are offered as standalone products or as a package. Used alone or together, these solutions give you financial data immediately at your fingertips so you can measure daily results, plan for the future, and implement changes quickly.

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Advanced Financial Solutions

Advanced Financial Reporting

A Microsoft® Excel® solution that provides better visibility so you can confidently report on firm productivity, efficiency, and profitability.

Budgeting and Forecasting

A web- and Microsoft Excel-based solution for the strategic planning and tracking of operating expenses, fee earner revenue, employee compensation, and capital expenditures.

Partner Compensation and Accounting

Removes the manual burden of handling partner compensation by providing a streamlined solution that automatically imports data and maps it to your firm’s specific needs.


Brings together cost accounting capabilities with analytics to help you pinpoint answers to cost management and optimization questions.

3E Data Insights

3E Data Insights delivers rich, persona-based visual analytics anywhere and anytime. Data Insights uses a feature-rich self-service data warehouse console with Microsoft Power BI®—a leading, cloud-based business analytics service—and provides actionable insights so you can make data-driven decisions to drive firm success.

  • Spot trends as they happen with powerful and insightful visual analytics
  • Get forecasting and advanced analytics for fee earners and managers out of the box
  • Create interactive reports and dashboards easily without writing any code using Power BI
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    3E Proforma

    A secure and automated proforma process reduces wasted resources and time-consuming manual processes, provides review flexibility, and improves cash flow. 3E Proforma helps you reduce the chance of human error, speed the proforma process, and get invoices out the door faster. As the next generation of our end-to-end proforma and billing solution, 3E Proforma seamlessly connects the lawyer and the biller experiences by leveraging cloud capabilities, 3E APIs, and 3E workflow technologies.

  • Improve communication with real-time interaction between lawyers and billers as part of the proforma workflow
  • Stay up to date with visual alerts and change audits for 3E billers when lawyers make edits to their proformas
  • Streamline and expedite the review process for improved cash flow
  • Increase productivity with filtering, reporting, and scenario calculations features
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    3E Templates

    3E Templates is a powerful document automation solution that improves efficiency and increases profitability by transforming your back-end data into a variety of formats for automatic distribution via print, email, file locations, or document management systems simultaneously.

  • Increase firm-wide visibility and management control with readable information distributed electronically
  • Improve client relations by efficiently meeting client bill format requests
  • Automate manual document processes such as collating and distributing reports
  • Save time with Visual Designer, a Templates tool that allows you to create and preview layouts as you format, all within a familiar Microsoft Word-like experience
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