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3E Templates: Implementation Strategies, Project Planning, and Solution Formatting

February 20, 2019 at 11:30 AM EST
Online Training

Wilson Legal Solutions offers a series of online training sessions. Led by subject matter experts on a variety of topics, the sessions provide detailed information and insight to help you do your job better and more effectively. Delivered virtually, the online sessions provide tremendous learning opportunities and value. Rather than engage a consultant directly for training, you can participate in group internet-based training for a fraction of the cost while earning CPE credits.


Have you thought about implementing 3E Templates aka Design Gallery? Are your current templates in Whitehill or Crystal Reports and you’d like to know what new features you will gain with 3E Templates? Then sign up for 3E Templates – Strategies for Implementations, Project Planning, and Solution Formatting taking place Wednesday, February 20, 2019 at 11:30 AM EST.

During the webinar, Jeff Shaw, Wilson senior consultant and 3E expert will review the project planning and solution formatting phase of a 3E Templates implementation. This session will help prepare you with:

  • How to plan
  • Who to involve in the project
  • What to consider when taking your current requirements and moving them to 3E
  • Best-practice tips on how to be effective and efficient during your 3E Templates implementation
  • Analyzing, simplifying, and centralizing your current template formats
  • Understanding the types of output 3E Templates can achieve


Jeff Shaw, Senior Consultant, Wilson Legal Solutions

Jeff is a senior consultant that focuses on the delivery of Intapp and Elite technology services. He is responsible for a number of template solutions across both Enterprise and 3E platforms, including Document Studio and Design Gallery. He brings over 15 years of experience to his position having worked with companies such as Whitehill Technologies, Skywire Software, Oracle Corporation, and Thomson Reuters Elite delivering firm-specific technology solutions. Prior to joining Wilson Legal Solutions, Shaw worked as the manager of technical services with Elite.


  • Prerequisites: None
  • Who Should Attend: Firms looking to move to 3E Templates. Firms that already have 3E Templates that are looking for more enhancements.
  • Advance Preparation: None
  • Program Level: Basic
  • Delivery Method: Group Internet Based
  • Field of Study: Computer Software & App
  • Fee: $99 per participant
  • CPE Credit: Participants will earn 1 CPE credit

We hope you can join us for this informative session. If you’re interested in this topic but can’t attend at this time, please contact us to make alternative arrangements.

Refunds, Cancellations, and Complaints: Cancellations received in writing on or before 7 days prior to event start date will receive a full refund as a credit on account that can be applied towards future training/services. There will be no refunds after 7 days prior to event start date. Registrations are transferable to other individuals within the Client’s organization at any time but are not transferable to persons who are not members of Client’s organization. Registrants shall be notified via email and or phone call should Wilson Legal Solutions have to cancel for any reason. For more information regarding administrative policies such as complaint and refund, please contact our offices at 610-492-7681 or email