Manage business operations with lead tracking, client relationship management, and data organization. Create and update client profiles, monitor deal progress, and access real-time analytics.
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
Manage projects with a unified view of past, current, and upcoming tasks. Respond to client requests and track engagement. Access new opportunities and stay organized with task management features.
Manage team projects with task creation, deadline setting, and progress tracking. Assign tasks, set priorities, and collaborate in real-time. Sync with calendars and receive notifications. Export reports and share updates securely.
Purchases by linking emails to automatically monitor orders and view item details. Manage returns with one-tap access to policies and real-time alerts.
Find and hire professionals for projects. Search for experts by location and skills. Review profiles and ratings. Communicate and manage projects directly. Track progress and receive updates.
The app provides mobile access to 3E Workspace time entry and productivity workflows. It offers unified access to firm tools like 3E Financial Management and 3E MatterSphere, consolidating business management information and functionality.
Create invoices, estimates, and receipts by entering client details, itemized services, and payment terms. Add notes, set due dates, and generate professional documents. Export as PDF or print directly. Track payments and send reminders.
Create and manage single-page websites to showcase business value. Integrate video and content messaging. Add interactive elements to engage visitors. Track website performance and analytics. Share content directly with potential customers.