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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Engineered to foster expansion and enhance profitability for both large and mid-sized law firms, 3E delivers an exceptionally adaptable platform characterized by top-tier security, sophisticated analytics, and comprehensive mobility—addressing current demands while laying the groundwork for future development. This solution is highly favored among law firms striving to elevate their performance and integrate all essential facets of their operations. With 3E, your teams can efficiently automate processes, boost operational productivity, and offer prompt, proactive service to clients. Gain the strategic insight necessary for making timely and precise business choices, equipped with the flexibility and understanding needed to secure a competitive advantage now and down the line. The ease of access to vital information and functions enhances law firm performance by minimizing the time required to accomplish critical business and operational tasks. By streamlining the entire spectrum of your accounting and financial reporting functions, you can meet present-day requirements while paving the way for future growth, ensuring your firm remains agile and responsive in an ever-evolving legal landscape. Moreover, the integration of cutting-edge technology within 3E ensures that your firm can adapt to emerging challenges and opportunities in the legal industry.

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 

Screenshots View All

Screenshots View All

Integrations

3E MatterSphere Yes 
BigHand AlertManager Yes 
BigHand Budgeting and Forecasting Yes 
ECFX Notice Yes 
Emburse Expense Enterprise Yes 
Microsoft Excel Yes 
Microsoft Word Yes 
Prosperoware Confidentiality Manager Yes 
Template Studio Yes 
iTrain ALI Yes 

Integrations

3E MatterSphere No 
BigHand AlertManager No 
BigHand Budgeting and Forecasting No 
ECFX Notice No 
Emburse Expense Enterprise No 
Microsoft Excel No 
Microsoft Word No 
Prosperoware Confidentiality Manager No 
Template Studio No 
iTrain ALI 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
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 Yes 
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 Elite

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 

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