Over the next few months we will go through some of the best features of our new online newsletter format. This month, we’re going to walk you through how to print and share individual newsletter articles. There currently is no way to print or download the entire newsletter, but we are looking into that feature for the future.
To print articles
- Open up the article you’d like to print.
- Scroll to the bottom of the article.
- Click on the
button. - Select your desired printer and printer settings.
- Click “Print”.
To save articles as PDFs
- Open up the article you’d like to save as a PDF.
- Scroll to the bottom of the article.
- Click on the button.
- Click “Save as a PDF”.
- Click “Save”.
To email articles directly to your coworkers
- Open up the article you’d like to email.
- Scroll to the bottom of the article.
- Click on the
button. - Add the recipients and a message.
- Click “Send”.
Note: When printing newsletter articles via Firefox, the right edge of text and graphics may be cut off. If this is the case, changing the print margins can correct the issue. We have seen this as an issue using the default margins in Firefox, but not Chrome or Internet Explorer.
Do you have any other features you’d like to see in the online newsletter? Let us know in the comment section below!
We’re excited to announce that Tabs3 Billing Software won the 2016 Innovation Award for Time & Billing Software given by American Lawyer Media, Legaltech News, and The Recorder! The Innovation Awards are an annual recognition of the best legal technology leaders, products, and projects in the legal community.
“We are honored to be chosen as the most innovative time and billing software for 2016 by Legaltech News and The Recorder. For over 35 years, we have worked hard to develop reliable and quality software for law firms,” said Dan Berlin, President of Software Technology, Inc., the maker of Tabs3 and PracticeMaster. “This kind of recognition from the legal community means a great deal to our entire team.”
“The Innovation Awards bring together a diverse group of professionals who exemplify leadership in the integration of technology into the legal community,” says Legaltech Editor-In-Chief Erin Harrison. “Our honorees represent some of the most accomplished professionals in the industry and demonstrate the growing need for embracing innovative strategies for the future.” An ALM event formally recognizing the honorees will be held on June 13 at the W San Francisco in conjunction with Legaltech West Coast.
View the other winners here: http://www.legaltechnews.com/id=1202756169612/Legaltech-News-The-Recorder-Announce-Winners-of-the-2016-Innovation-Awards
We provide many resources for information on Tabs3 and PracticeMaster software which includes white papers. What are white papers? Tabs3 white papers are informative articles used to promote or highlight certain features of Tabs3 software.
Our most popular Tabs3 white papers include:
- The #1 Billing Mistake Attorneys Make
- Top Six Reports We Recommend to Every Attorney
- Windows Explorer is Not Document Management
- How Practice Management Software is Different from Outlook (See also this month’s Product Spotlight!)
- The Four Pillars of Successful Practice Management
These top white papers can be accessed via Knowledge Base Article R11694, “White Paper Resource List.” This article provides access to more than 15 white papers and articles that can be printed or saved.
Our Knowledge Base can be accessed 24 hours a day, 7 days a week, at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.
Microsoft® Outlook® can help manage your e-mail, your contacts, and your calendar records, but PracticeMaster manages your entire practice – for your entire firm.
PracticeMaster provides more complete client information – Outlook provides contact fields for personal information, but PracticeMaster automatically provides client and contact fields pertinent to the needs of a law firm, such as opposing attorney, judge, jurisdiction information, and more. Furthermore, PracticeMaster is easily customizable while customizing Outlook can be expensive.
PracticeMaster maintains complete matter information – Outlook provides client, contact, and calendar organization. PracticeMaster provides all this, plus more. All matter information can be saved in PracticeMaster. Save client and research notes, manage your firm’s documents, add fees and costs, and more. Use the Outlook Toolbar plug-in to journal e-mails and attachments to PracticeMaster to complete your case management.
PracticeMaster users can have access to all client and matter information – Outlook requires Microsoft Exchange to share users’ contacts and calendars. Not so with PracticeMaster. Not only are clients, contacts, and calendars available to all users in PracticeMaster, but all matter information can be quickly and easily accessed by those who need it now, including e-mails and attachments that have been journaled by any user.
Clients can optionally be marked as secure so that only the assigned users can access their information. If a user does not have access to a secure client, the client does not appear on any reports that the user runs, and that user cannot add or access records that are associated with the client.
PracticeMaster provides conflict searching for all files – When searching in Outlook, only information on your computer is found. Once all case information is saved to PracticeMaster, use the Conflict of Interest Search to find anything in any file in PracticeMaster and find it fast. Search for words, phrases, partial words, and even phonetically. Clients, contacts, calendar records, linked documents, journaled e-mails, attachments, and all other files for all users can be searched from one window to provide a comprehensive list of hits.
PracticeMaster converts activities into fees – Outlook e-mails can be added to PracticeMaster as records as well as be used to create journals, calendar records, and fees. This provides the ability to easily bill your client for appointments and other events, as well as time spent on e-mails, research, and more.
PracticeMaster provides automation – Recurring entries can be created in Outlook; however, not only can you create recurring entries in PracticeMaster, but PracticeMaster can also automatically create a series of appointments and tasks that you can reuse over and over via the Calendar Plan Templates program. When generating a Calendar Plan from a Calendar Plan Template, a plan name and a start date must be specified. This date is then used to calculate the dates for dependent events and tasks. Once the Calendar Plan is generated, the Calendar Plan can either be accepted or rejected in its entirety. If accepted, all of the generated calendar records will be added to the Calendar file. With calendar plans, if a beginning date gets changed, all dependent events and tasks can automatically be adjusted. For example, if the date of a trial is rescheduled, all dependent items can optionally be rescheduled at one time.
Outlook and Word can integrate through “mail merge” functionality, which uses standard fields in Outlook to create a letter. However, PracticeMaster’s Word Document Assembly has the ability to create documents based on any field in PracticeMaster, including non-standard fields that you have added. Specially coded document templates in Word can be used to merge information from your PracticeMaster data files to create draft documents. If the information required is not in the data files, document assembly will pause allowing you to enter the required information. This information is then saved to the document and written to the PracticeMaster data files.
PracticeMaster also provides the ability to set up WorkFlows. WorkFlows are macros that help you automate common tasks. WorkFlows allow you to automatically start tasks on demand or when certain events occur in PracticeMaster. For example, you might use a WorkFlow to create a new Calendar record based on changes made in the Client file, or to have a new fee agreement created using Document Assembly when creating a new Client record.
Tabs3 Connect provides access to complete case information away from the office – You can access Outlook on your Smartphone or other device while away from the office, but you can’t access all of your client’s files. Tabs3 Connect, a Platinum feature, lets you securely view all client, contact, and matter information on the go. You can even add fees and costs when you need to, instead of making a note to add them later.
If you’ve been thinking you don’t need PracticeMaster because you have Outlook, take another look. Thousands of law firms use PracticeMaster and Outlook side-by-side and reap the many, many benefits of using both software products at the same time.
