3E Integrations

MatterAlert is a powerful docketing, calendaring and tickler system designed to help legal teams manage all matter-related information in one platform. The modern, web-based application seamlessly integrates with Microsoft Outlook, allowing users to sync their calendar items, tasks, and reminders to simplify workflows and keeps important information organized and accessible. It includes custom deadline calculators and provides automated rules-based calendaring, utilizing court rules across 50 U.S. states and over 2,200 jurisdictions, along with court rules for two provincial courts and the federal court in Canada. Key integrations include PACER for automatic court notices, Outlook for seamless calendar sync and Court Rules, accounting systems like 3E and Aderant, and DMS platforms such as iManage and NetDocuments. Custom matter templates and workflows provide you with the flexibility to tailor the system to your specific needs.

CorpIntake is a web-based new business intake (NBI) application tailored to your requirements, allowing you to reduce risk and increase revenue by automating your manual processes. Expedite the process of file opening for new and existing clients. CorpIntake automates data collection, conflict checking, and approval processes, and can be deployed both on-premise or on Azure cloud. CorpIntake is a client and matter intake application with the following features: 1. Data gathering with dynamic forms for opening a new client / matter. 2. Automatic email notifications to stakeholders. 3. Integration to existing systems like your marketing database, document management system, or accounting system. 4. Conflict search and approval workflow to automate specific processes for gathering matter / client information electronically. 5. Auditing at all steps of the process including data gathering and conflicts resolution that can be reviewed any time.