We Literally Wrote the Book on Template Development

“It’s just a template. How hard can it be?”

Many underestimate the complexity of creating and managing 3E Templates (3ET)—until they find themselves lost in a maze of formatting issues, logic errors, and unexpected processing failures. Your Practice Management System may manage multiple aspects of your business, but it’s the templates that produce your invoices that bring in revenue.

Firms rely on partners like Datolite Solutions for their template needs, but having internal resources who can handle day-to-day operations is invaluable. The challenge? 3ET is intricate—so where do you turn for help?

When you’re stuck in Microsoft Word, you might check YouTube, Google, or even AI tools like ChatGPT for answers. But when writing complex logic for your 3ET solution or fixing a processing error—resources can be scarce.

The Biggest Challenge with 3ET

One of 3ET’s biggest shortcomings isn’t its functionality—we know how powerful it is—but rather the lack of comprehensive documentation, which frustrates users. Online help and KB articles fill in some of the void, but finding clear and concise guidance can be frustrating.

Datolite’s Unique Experience: A Book Born from Real-World Expertise

With the largest and most experienced template team in the industry, Datolite Solutions has played a critical role in serving half of the AmLaw 100. Our deep-rooted history in template development puts us in a unique position to transform our knowledge into a comprehensive resource.

Recognizing the documentation gap in 3ET, we leveraged our decades of experience to create the most extensive guide to 3ET ever written—a resource designed to help firms navigate the complexities of modern template development.

But our expertise predates Datolite itself. Many of our team members, including myself, were pioneers in template development long before Datolite was established. Some of us worked at Whitehill Technologies, the developers of Document Studio—precursor to Design Gallery—as well as at Kleinmundo, the original creators of Design Gallery, now known as 3E Templates.

This legacy of expertise, combined with our hands-on work with 3ET today, makes us uniquely qualified to bridge the knowledge gap and provide the definitive resource for 3ET users.

Introducing “3E Templates Revealed: The Ultimate User’s Guide”

What started as an internal documentation project evolved into a 450-page definitive guide to 3ET—a resource we knew had to be shared with everyone. Packed with real-world insights, best practices, and solutions you won’t find anywhere else, this guide covers essential topics such as:

• Deep dive into the technologies that power 3ET
• Creating Word, Excel, and text based templates
• Differences from the legacy Design Gallery to the modern 3ET
• Managing Source Control with Git, GitHub and Microsoft Devops
• Troubleshooting the most common transformation issues
• Understanding Cloud vs. On-Premises 3ET Versions

With 3ET spanning multiple technologies, integrations, and moving parts, navigating the system can feel overwhelming. This book simplifies the process, offering a structured guide backed by Datolite’s industry-leading expertise.

Future Proofing Your 3ET Expertise

We know the product is evolving, and inevitably some aspects are going to change over time. But the core technologies of how a document is built are here to stay. Whether you’re a seasoned template professional, or someone brand new to 3ET, this book has something to offer for everyone.

Stop struggling with 3ET. Whether you’re troubleshooting errors, optimizing workflows, or future-proofing your templates, this guide is your roadmap to success. Get your copy of “3E Templates Revealed: The Ultimate User’s Guide” today and take control of your 3ET environment.

Take the Next Step in Optimizing Your Template Strategy

Is your firm’s template system supporting efficiency and revenue growth or holding you back?

Start by:

1. Assessing your current template environment and identifying key pain points
2. Documenting requirements across offices and practice areas
3. Reviewing billing processes and efficiency metrics
4. Evaluating cloud readiness for your template system
5. Conducting a pilot program to test modern solutions

Why Work With Us?

• The world’s largest and most experienced 3E Templates consulting team
• Industry-leading DocuDraft implementation expertise
• Decades of combined template development experience
• Proven success with firms of all sizes

Let’s discuss how we can help turn templates into a strategic advantage, whether you’re using 3E or Aderant.

Contact us or start the conversation with Greg:

Greg MacInnis
Director, Sales & Business Development
Email: [email protected]
Phone: 1 (506) 889-0351