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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 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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CorpIntake
MatterAlert

Integrations

CorpIntake
MatterAlert

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$49 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Product Features

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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