Image
courtesy
of
Tabs3.
Tabs3
legal
practice
management
(LPM)
software
is
available
for
on-premises
and
cloud
deployments.
You
can
quickly
create
billing
invoices
and
send
them
electronically
to
clients
with
Tabs3
Billing,
accept
electronic
payments
with
Tabs3Pay,
and
engage
trust
accounting,
accounts
payable,
and
a
general
ledger
with
Tabs3
Financials.
With
PracticeMaster,
you
can
organize
electronic
case
files
and
manage
contacts,
calendars,
emails,
documents,
etc.
You
can
also
streamline
client
intake
by
adding
Tabs3
CRM.
Tabs3
products
are
fully
integrated,
allowing
users
to
work
seamlessly
from
one
product
to
the
next.
Controls
include
dashboards,
left
and
right
panels,
and
menu-based
tabs
to
access
functions
and
icons
in
the
lower-left
corner
to
navigate
between
products.
Tabs3
Billing
The
Dashboard
in
Tabs3
Billing
is
a
way
to
see
everything
that
is
occurring
and
has
been
going
on
with
the
firm’s
billing.
The
dashboard
displays
graphs
of
recent
and
historical
data
for
cash
receipts
and
billing
history,
as
well
as
current
data
on
accounts
receivable
(A/R)
and
work-in-progress
(WIP).
Drill
down
into
the
reports
for
details,
such
as
WIP
listed
by
clients
with
tabular
data
for
total
A/R,
payments,
fees,
and
costs.
In
the
Matter
Manager,
summary
data
clearly
shows
how
much
the
client
owes
(accounts
receivable),
how
much
work
is
in
progress
(not
billed),
and
the
trust
balance.
Below
the
summary
information,
Tabs3
provides
detailed
information
in
subject
matter
tabs
for
recent
activity,
fees,
costs,
payments,
statements,
write-offs,
client
funds,
trust,
and
trust
requests,
where
you
can
track
all
requests
made
to
the
client
to
add
to
trust
funds.
See
Figure
1.
Figure
1:
The
Tabs3
Billing
Matter
Manager
provides
a
detailed
view
of
client
billing.
In
the
statements
tab,
view
a
list
of
statements
to
print,
email,
and
apply
or
schedule
a
payment
with
Tabs3Pay.
An
exclamation
point
appears
next
to
the
trust
balance
if
the
balance
is
below
a
set
minimum.
In
one
click,
you
can
email
a
request
to
the
client
to
make
a
payment
through
a
“Make
Payment”
link
embedded
in
the
email.
The
link
takes
clients
to
a
secure
portal
to
add
funds
to
their
trust
balance.
Tabs3Pay
can
process
client
payments
using
credit
or
debit
cards
and
automated
check
handling
(ACH)
information.
The
processing
can
store
client
payment
methods
and
schedule
future
or
recurring
payments
in
days,
weeks,
or
months.
The
right
tab
in
a
matter
provides
access
to
transactions,
statements,
and
other
actions.
You
can
add
fees,
costs,
payments,
schedule
payments,
and
perform
write-ups
and
write-downs.
You
can
generate,
edit,
and
email
statements
and
access
other
functions
to
adjust
client
portal
settings,
manage
payment
methods,
manage
trust
accounts,
and
view
the
matter
in
PracticeMaster.
Manage
a
client’s
trust
fund
by
adding
a
desired
minimum
balance
and
selecting
whether
to
apply
funds
to
pay
the
amounts
due.
When
the
trust
balance
falls
below
the
desired
minimum
balance,
Tabs3
Billing
can
automatically
request
replenishment
or
not,
leaving
you
to
make
a
manual
request.
Tabs3
Financials
and
Trust
Accounting
Trust
Accounting
and
other
accounting
modules
in
the
Tabs3
Financials
suite
are
customizable
and
track
all
transactions
through
separate
systems.
Tabs3
Trust
Accounting
functions
do
not
interface
with
the
firm’s
operating
accounts
or
other
financial
operations.
Tabs3
encapsulates
trust
accounting
in
its
program
area,
providing
a
three-way
reconciliation
report
with
client
trust
ledger
balances,
adjusted
bank
accounts,
and
the
check
register
balance.
Import
the
firm’s
banking
information
into
Tabs3
Financials
and
reconcile
accounts
with
banking
transactions
in
minutes
rather
than
hours.
See
Figure
2.
Figure
2:
The
Tabs3
Financials
trust
accounting
home
page
provides
comprehensive
information
and
the
ability
to
execute
various
transactions.
Like
Trust
Accounting,
Tabs3
Financials
has
two
additional
modules
to
round
out
a
firm’s
financial
system,
including
Accounts
Payable
and
General
Ledger.
Tabs3
Financials
provides
a
quick
view
of
all
account
balances
with
financial
statements,
balance
sheets,
income
and
cashflow
statements,
and
general
ledger
reports
showing
a
transactional
history
over
a
select
period
to
compare
current
balances
to
prior
months
and
years.
Tabs3
also
keeps
tabs
on
accounts
payable.
A
new
feature
in
PracticeMaster
allows
users
to
make
check
requests
to
pay
fees
and
costs
on
behalf
of
clients.
You
can
set
up
an
automatic
approval
when
dollar
amounts
are
below
a
set
minimum,
and
when
payment
requests
are
above
the
minimum,
set
up
a
workflow
to
approve
the
expense.
PracticeMaster
Matter
Management
PracticeMaster
is
Tabs3
LPM
software
and
the
heart
and
mind
of
the
firm’s
legal
work.
It
keeps
matters
organized,
allows
users
to
perform
conflict
checks,
and
manages
calendars,
which
integrate
with
Microsoft
Outlook.
PracticeMaster
stores
client-matter
documents
and
supports
integrations
to
save
files
from
Microsoft
Word
and
Excel,
Windows
Explorer,
Adobe
Acrobat
Reader,
NetDocuments,
and
Worldox.
An
internal
messaging
system
lets
you
contact
logged-in
staff
on
demand
and
links
any
relevant
item
in
PracticeMaster,
such
as
a
client
note
or
calendar
event.
The
home
tab
in
PracticeMaster
includes
a
dashboard
with
a
calendar
to
review
schedules
and
add
events,
view
and
manage
tasks,
and
review
billable,
non-billable,
and
unprocessed
timers
in
a
colored
bar
chart.
You
can
drill
down
into
the
chart
to
review
completed
work.
The
dashboard
also
tallies
the
total
hours
for
select
periods
and
calculates
firm
income.
See
Figure
3.
Figure
3:
PracticeMaster’s
home
page
with
tabbed
views
of
actions
and
a
dashboard
featuring
a
matter-focused
calendar,
timesheets,
and
tasks.
PracticeMaster
shows
a
timeline
of
all
activities
or
actions
and
handles
all
clients’
work
history,
including
emails,
documents,
fees,
appointments,
costs,
and
research
notes,
in
one
place.
You
can
easily
access
a
billing
summary
from
the
Matter
Manager
to
view
client
billing
status
and
trust
account
balances.
You
can
view
all
contacts
associated
with
the
client
matter
and
expand
the
view
to
see
all
the
relevant
cases
for
individual
contacts.
Use
PracticeMaster
data
to
fill
forms
and
contracts
automatically
using
document
assembly
(Microsoft
Word
is
required).
PracticeMaster
Document
Assembly
can
automatically
bill
clients
for
document
generation
and
output
files
directly
into
the
matter’s
document
folder.
Use
LexShare
to
securely
send
and
receive
clients’
documents
and
request
electronic
signatures.
Workflow
automation
in
PracticeMaster
will
save
time,
accomplishing
tasks
quickly
and
automatically.
PracticeMaster
can
automate
drafting
emails,
adding
calendar
appointments,
setting
reminders,
running
reports,
and
creating
and
assembling
documents.
For
example,
where
a
personal
injury
case
has
multiple
medical
service
providers,
select
the
contacts
and
PracticeMaster
can
generate
a
request
for
medical
records
from
each
and
draft
an
email
to
them.
As
you
verify
and
send
the
email,
a
fee
entry
is
charged
to
the
client,
and
an
automatic
reminder
is
created
to
follow
up
if
you
do
not
receive
the
records
promptly.
You
can
include
up
to
ten
steps
per
workflow.
PracticeMaster
allows
you
to
collect
client
data
using
practice
area
templates
that
update
client
pages
based
on
matter
types.
You
can
customize
and
create
relevant
data
fields
for
various
matters
in
a
custom
arrangement.
For
greater
control
over
the
intake
process,
add
Tabs3
CRM,
a
client
relationship
management
(CRM)
application,
to
track
leads
and
manage
prospective
clients
from
multiple
marketing
sources,
and
import
new
clients
into
PracticeMaster.
For
advanced
growth
potential,
a
website
from
Tabs3
Websites
provides
content
and
search
engine
optimization
to
attract
potential
clients
searching
for
legal
services
and
gather
lead
information
that
is
imported
directly
into
the
CRM.
Use
PracticeMaster
remotely
and
securely
with
Tabs3
Connect.
With
Connect
mobile
access,
you
can
securely
create
time
entries,
manage
your
calendar
and
tasks,
and
review
any
matter
while
you
are
out
of
the
office.
Connect
allows
you
to
log
in
from
your
Android
or
Apple
smartphone,
tablet,
or
any
computer
with
an
internet
connection.
Tabs3
Billing,
Tabs3
Financials,
and
PracticeMaster
have
many
standard
reports
that
can
be
filtered
using
client
data,
time,
timekeepers,
and
more.
If
you
need
a
custom
report,
the
software
supports
a
report
writer.
Integrations
and
Private/Public
Cloud
Tabs3
Billing
and
Tabs3
Financials
integrate
with
Tabs3Pay
in
Tabs3
Cloud.
Tabs3
Billing
works
with
QuickBooks,
and
Outlook,
which
can
send
PDF
bills
to
clients.
PracticeMaster
integrates
with
Outlook,
HotDocs,
and
Word
document
assembly,
CalendarRules,
NetDocuments,
LexShare,
ScanSnap,
and
PaperPort.
Besides
purchasing
a
subscription
to
Tabs3
Cloud,
firms
can
license
the
full
suite
of
Tabs3
Software
on-premises
or
work
with
recommended
hosting
partners
ProCirrus,
Uptime
Practice,
or
CyberlinkASP.
Latest
Developments
and
Updates
·
Access
Tabs3
Billing
and
Financials
from
anywhere
with
Tabs3
Cloud.
·
Make
check
requests
from
PracticeMaster
to
Tabs3
Accounts
Payable.
·
Tabs3
Websites
integrates
with
Tabs3
CRM
to
help
firms
grow
their
practice.
·
Client
portal
allows
clients
to
view
billing
information
and
make
secure
online
payments.
Pricing
A
Tabs3
Cloud
subscription
including
Tabs3
Billing,
Tabs3
Financials,
Tabs3Pay,
and
Tabs3
Connect,
starts
at
$89
per
month
per
user.
A
Tabs3
OnSite
subscription
including
Tabs3
Billing,
Tabs3
Financials,
and
Tabs3
Connect,
starts
at
$40
per
timekeeper
per
month—add
$32
per
PracticeMaster
user
per
month.
LexShare
has
an
add-on
cost
of
$52
per
month
(billed
annually),
and
Tabs3
CRM
is
an
additional
$147
per
month
(billed
annually)
for
up
to
three
PracticeMaster
users.
Tabs3
Websites
costs
$149
monthly
with
a
one-time
setup
fee
of
$599.
Who
is
Tabs3?
Tabs3
Software
provides
an
intuitive,
integrated
suite
of
legal
billing,
practice
management,
accounting,
payment,
CRM,
and
website
solutions
that
combine
privacy,
security,
and
advanced
performance
with
fast,
flexible,
work-anywhere
functionality.
Tens
of
thousands
of
legal
professionals
rely
on
Tabs3
every
day
to
do
more
in
less
time.
Tabs3
clients
can
choose
from
Tabs3
Cloud,
privately
hosted,
or
on-premises
server
options.
All
include
outstanding
US-based
support.
Software
Technology,
LLC,
based
in
Lincoln,
Nebraska,
is
the
maker
of
Tabs3
Software
and
has
been
a
leader
and
innovator
in
the
legal
tech
industry
for
45
years.
They
are
part
of
ProfitSolv,
a
collection
of
best-in-class
software
solutions
for
professional
services
firms.
ProfitSolv’s
mission
is
to
support
client
growth
and
profitability
by
solving
business
problems
with
integrated,
easy-to-use
technology
solutions.
Why
Buy
Tabs3
Software?
·
On-premises
legal
practice
management
software
with
time,
billing,
financial
reporting,
and
trust
accounting.
·
Tabs3
Cloud
makes
Tabs3
Billing
and
Tabs3
Financials
a
one-stop
shop
for
law
firm
financial
operations.
·
Use
separate
but
integrated
financial
tools
to
manage
billing,
accounts
payable,
and
operating
and
trust
accounts
on-premises
or
in
the
cloud.
·
Tabs3
CRM
and
Websites
track
leads
and
import
qualified
prospects
into
PracticeMaster.
See
Tabs3
Software
Today!
Ready
to
learn
more
about
how
Tabs3
Software
can
help
your
firm
streamline
activity
and
do
more
in
less
time?
Schedule
a
demo!
Tabs3
also
offers
a
free
trial
of
Tabs3
Billing,
Financials,
and
PracticeMaster
software
–
request
one
today!