3E Integrations

MatterAlert serves as an advanced portal for legal matters, integrating docketing and tickler functionalities to streamline the management of all matter-related information on a single platform. With an efficient docketing system, users can easily monitor essential dates for various matters, ensuring that no deadlines slip through the cracks. The platform features custom deadline calculators and automated calendaring that adhere to court rules across all 50 U.S. states and more than 2,200 jurisdictions, including regulations for two provincial courts and Canada's federal court. Key integrations enhance its capabilities, including PACER for real-time court notifications, Outlook for smooth calendar synchronization, and compatibility with accounting systems like 3E and Aderant, as well as document management systems such as iManage and NetDocuments. Additionally, the ability to create custom matter templates and workflows allows users to adapt the system to their specific operational requirements. When it comes to data security, MatterAlert prioritizes user protection by employing industry-standard encryption methods and enforcing strict access controls to limit sensitive information to authorized individuals only. Regular data backups and secure storage practices are also in place to maintain data integrity and provide peace of mind to users. Furthermore, the platform's commitment to security ensures that legal teams can focus on their work without worrying about potential data breaches.

CorpIntake is a web-based automated solution designed for efficiently managing new business intake. By streamlining manual tasks, it helps minimize risks while maximizing revenue, allowing for quicker file openings for both new and existing clients. The application automates critical processes including data gathering, conflict checks, and approval workflows, and it offers deployment options for on-premises setups or via Azure cloud services. Additionally, CorpIntake includes features such as dynamic forms for data collection, seamless integration with current systems, a structured conflict search and approval process, as well as comprehensive auditing capabilities. This comprehensive tool not only enhances operational efficiency but also supports businesses in maintaining compliance and improving client service.