Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Engineered to foster expansion and enhance profitability for both large and medium-sized law firms, 3E offers a highly customizable platform that boasts top-tier security, sophisticated analytics, and full mobility—addressing current demands while paving the way for future development. Law firms opt for this solution to elevate performance and integrate all essential facets of their operations. With 3E, your teams can efficiently streamline and automate numerous tasks, thereby enhancing operational productivity and delivering swift, proactive service to clients. Acquire the strategic insights necessary for making prompt and precise business choices—equipped with the adaptability and knowledge your firm requires to secure a competitive advantage now and in the years to come. Not only does it address present requirements, but it also facilitates future growth by optimizing the entirety of your accounting and financial reporting processes. Furthermore, it connects all dimensions of firm operations, offering immediate access to real-time data to effectively fulfill client demands and expectations.
Description
Streamlined workflows tailored for law firms ensure you have a clear understanding of your tasks. With seamless integrations to the top legal technology platforms, you can conserve time and resources while managing your practice. This software is specifically crafted for attorneys, enabling you to efficiently handle all your firm's accounting requirements. Eliminate the hassle of duplicate data entry through integrations with online banking and legal software. You can transfer funds from your trust account to your operating account with ease. The automatic Three-Way Reconciliations help you maintain compliance with state bar regulations regarding your trust account. Client ledgers are updated automatically when transactions are recorded in your trust account, enhancing accuracy. The system includes built-in safeguards, such as preventing negative client balances, to ensure you adhere to state bar rules. Additionally, each reconciliation generates Three-Way Trust Reconciliations automatically, making compliance management even more straightforward. This approach not only simplifies your financial processes but also provides peace of mind knowing that all regulatory requirements are being met effectively.
API Access
Has API
No
API Access
Has API
No
Integrations
CorpIntake
No
MatterAlert
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$49 per month
Tier One: $49 per month
Tier Two: $69 per month
Tier Three: $199 per month
Tier Two: $69 per month
Tier Three: $199 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Thomson Reuters Westlaw
Country
United States
Website
legal.thomsonreuters.com/en/products/3e
Vendor Details
Company Name
TrustBooks
Founded
2014
Country
United States
Website
trustbooks.com
Product Features
Law Practice Management
Billing & Invoicing
No
CRM
No
Calendar Management
No
Client Portal
No
Conflict Management
No
Contract Management
No
Document Management
No
Email Management
No
Legal Case Management
No
Task Management
No
Time Tracking
No
Trust Accounting
No
Product Features
Trust Accounting
Accrual Accounting
No
Activity Tracking
No
Asset Gain & Loss Reporting
No
Check Writing
Yes
Compliance Management
Yes
Cross Ledger Posting
No
Customer Statements
Yes
Fee Calculation & Posting
No
Receipt Management
No
Tax Management
No