List of Thomson Reuters 3E Financial Management Customers
Los Angeles, 90230, CA,
United States
Since 2010, our global team of researchers has been studying Thomson Reuters 3E Financial Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Thomson Reuters 3E Financial Management for Legal Practice Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Thomson Reuters 3E Financial Management for Legal Practice Management include: TSYS, a Global Payments Company, a United States based Banking and Financial Services organisation with 5000 employees and revenues of $4.00 billion, Cooley LLP, a United States based Professional Services organisation with 3500 employees and revenues of $2.01 billion, Blank Rome LLP, a United States based Professional Services organisation with 1500 employees and revenues of $580.0 million, Kennedys, a United Kingdom based Professional Services organisation with 2260 employees and revenues of $465.0 million, Cole Schotz P.C., a United States based Professional Services organisation with 500 employees and revenues of $143.0 million and many others.
Contact us if you need a completed and verified list of companies using Thomson Reuters 3E Financial Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Thomson Reuters 3E Financial Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Aetrex | Retail | 200 | $25M | United States | Thomson Reuters Elite | Thomson Reuters 3E Financial Management | Legal Practice Management | 2008 | n/a |
In 2008, Aetrex implemented Thomson Reuters 3E Financial Management. Aetrex deployed Thomson Reuters 3E Financial Management as a Legal Practice Management application to manage customer billing, inventory control, and financial reporting workflows for the organization.
The implementation centered on financial management functionality, including accounts receivable and billing modules, general ledger processing, month end journal entry workflows, and inventory management capabilities. Operational responsibilities documented during the engagement included preparing month end journal entries, conducting general ledger reviews, and filing Sales & Use Tax, with scheduled weekly and monthly report production.
Software usage included heavy use of Excel, Access, and ELITE, indicating reliance on spreadsheet reconciliations and desktop database support alongside the Thomson Reuters 3E Financial Management deployment. The system therefore supported billing and inventory operations and reporting across finance and operations functions within Aetrex.
Governance and process controls were organized around recurring billing cycles and the monthly close, with explicit emphasis on journal entry review and tax filing as part of routine accounting governance. Documentation of these activities reflects a configuration focused on financial workflows, reporting cadence, and controls for billing, inventory, and tax obligations.
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Blank Rome LLP | Professional Services | 1500 | $580M | United States | Thomson Reuters Elite | Thomson Reuters 3E Financial Management | Legal Practice Management | 2011 | n/a |
In 2011, Blank Rome LLP implemented Thomson Reuters 3E Financial Management. Thomson Reuters 3E Financial Management is a Legal Practice Management application that the firm used to centralize financial and practice reporting into a single analytical resource.
Data originating from Elite 3E accounting platform, HR, Time Recording and Budgeting Systems was consolidated in a single analytical resource comprising a data warehouse, OLAP cubes, and interactive dashboards for ease of access and use. The deployment aggregated core accounting ledgers, time entry feeds, HR records, and budgeting datasets into analytical models to support cross functional reporting and reconciliation.
Integrations explicitly included the Elite 3E accounting platform alongside the firm’s HR, time recording, and budgeting systems, creating a unified information pipeline into the data warehouse and OLAP layer. Operational coverage focused on finance, practice management, billing operations, and HR teams, with dashboards and cube-driven queries providing consolidated views for those business functions.
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Cole Schotz P.C. | Professional Services | 500 | $143M | United States | Thomson Reuters Elite | Thomson Reuters 3E Financial Management | Legal Practice Management | 2012 | n/a |
In 2012, Cole Schotz P.C. implemented Thomson Reuters 3E Financial Management. The deployment targeted firm finance and billing functions within the Legal Practice Management category, centralizing proforma generation, invoice summaries, accounts receivable, accounts payable and interaccount transfers to support matter-based billing workflows.
Thomson Reuters 3E Financial Management was configured to support billing and financial modules typical of legal practice systems, including proforma processing, invoice generation and summary reporting, fee application support and receivables tracking. Configuration work emphasized automation of invoice summarization and standardized billing packet production to align attorney time and expense entries with client invoicing and court fee applications.
Operational integration included execution alongside Elite Enterprise and Oracle Whitehall accounting systems to process proformas and invoice summaries, and linkage to matter and docket administrative processes used by staff in the Wilmington, DE office. Governance and rollout emphasized role based billing responsibilities, training and mentoring for Accounting Billing Processor and Legal Practice Assistant staff, and procedural changes to accelerate the Delaware office billing process and fast track receipt of payments as recorded in firm accomplishments.
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Cooley LLP | Professional Services | 3500 | $2.0B | United States | Thomson Reuters Elite | Thomson Reuters 3E Financial Management | Legal Practice Management | 2016 | n/a |
In 2016, Cooley LLP implemented Thomson Reuters 3E Financial Management. Thomson Reuters 3E Financial Management is deployed as the firm’s customized central financial database and is the core application used in Legal Practice Management to manage finance and accounting business functions for the firm.
The implementation centers on full accounting module coverage within Elite 3E, including the 3E month end close process, Post Queue and Journal Master reconciliation, Proforma generation and distribution, daily Accounts Receivable and Work in Process balancing, and year end close tasks such as unit period review and GL year end tasks. The 3E Specialist role at Cooley is responsible for conducting month end and year end procedures, resolving out of balance amounts, overseeing complex entries for multi currency transactions, GL masking and Trust Banking, and maintaining financial controls configured in the application.
Operational architecture emphasizes a customized central database that must run reliably around the clock, and the implementation includes ongoing compatibility validation as firm databases evolve. The 3E environment is supported by SQL Server technologies and T SQL based tasks, reporting via SQL Server Reporting Services and Crystal Reports, and operational interaction with firm tools such as iManage and Microsoft Office for user workflows and data export. The 3E Specialist coordinates testing and verification of imported and exported data during projects and releases.
Governance is structured around a formal problem reporting and change process, including entry review and follow up of 3E service requests on the Elite Hub and Knowledge Base, analysis of monthly Elite release notes and annual comprehensive version releases, and direction of development, testing and release cycles for Cooley specific upgrades. The role is also responsible for prioritizing and recommending software development strategies for 3E, developing testing scripts within the Cooley platform, implementing solutions and training end users, and ensuring vendor proposed improvements align with firm business objectives.
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DiPietro Law Group | Professional Services | 50 | $7M | United States | Thomson Reuters Elite | Thomson Reuters 3E Financial Management | Legal Practice Management | 2019 | n/a |
In 2019, DiPietro Law Group deployed Thomson Reuters 3E Financial Management as its firm financial system within the Legal Practice Management category. The implementation was scoped to a 50-person professional services firm and configured to centralize billing and accounting workflows across the practice.
The Thomson Reuters 3E Financial Management rollout emphasized core financial modules consistent with Legal Practice Management capabilities, including time and billing, matter-centric ledgers, trust account management, accounts receivable and accounts payable, and financial reporting. Time capture workflows were configured to capture fee earner entries such as paralegal billable hours and to feed billing schedules and invoice generation, while finance controls and standardized billing procedures were introduced to centralize ownership of revenue recognition and client matter accounting across practice teams.
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Professional Services | 150 | $20M | United States | Thomson Reuters Elite | Thomson Reuters 3E Financial Management | Legal Practice Management | 2015 | n/a |
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Professional Services | 2260 | $465M | United Kingdom | Thomson Reuters Elite | Thomson Reuters 3E Financial Management | Legal Practice Management | 2015 | n/a |
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Professional Services | 250 | $26M | United States | Thomson Reuters Elite | Thomson Reuters 3E Financial Management | Legal Practice Management | 2004 | n/a |
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Consumer Packaged Goods | 250 | $30M | United States | Thomson Reuters Elite | Thomson Reuters 3E Financial Management | Legal Practice Management | 2011 | n/a |
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Professional Services | 80 | $10M | United States | Thomson Reuters Elite | Thomson Reuters 3E Financial Management | Legal Practice Management | 2018 | n/a |
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Buyer Intent: Companies Evaluating Thomson Reuters 3E Financial Management
- Kroll Bond Rating Agency, a United States based Professional Services organization with 550 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
| Kroll Bond Rating Agency | Professional Services | 550 | $70M | United States | 2024-11-21 |