Did you know that the DropBox in Tabs3 and PracticeMaster software serves as a temporary holding area for reports and statements that are output as PDF files via the DropBox print option?   Read More...


KB Corner: Report Finder

April 2018    Tags: ,
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Are you looking for a report with certain criteria, but not sure how to find it?   Read More...


Drill-down capabilities provide the ability to quickly access data while previewing many reports. Additionally, drilldown is available in entry lists, Tabs3 Client Manager, PracticeMaster Matter Manager, and the Tabs3 Recap of Hours program.   Read More...


Did you know that you can download and view documents for any of your clients from your phone, tablet, or laptop?   Read More...


When we create Calendar records for matters, we like to have the Primary Timekeeper listed in the Description field to indicate who’s leading the meeting. Is there a way to have that information automatically added so users don’t have to check the Client file to find out who the Primary Timekeeper is?   Read More...


Is it time to review billing rates? The Client Rate Report allows you print a list of clients, along with their default billing rates.   Read More...


You have a special font you downloaded for your firm to use for statements and reports. Although you print some statements and reports, you also e-mail PDFs of statements and reports to certain clients and third parties. However, did you know that that if the e-mail recipient doesn’t have that font installed, the font will be replaced by a different one?   Read More...


We had a temporary staff member that we accidentally gave full manager access rights to while she was here. Is there any way that we can confirm no clients were deleted by this staff member before she left?   Read More...


After discussing the progress of a matter with the client, the partners have agreed to provide a $500 fee discount to the next statement. We want this reduction to be its own line on the statement so that it stands out to the client when they receive it. How can I accomplish this?   Read More...


I have a timekeeper who has been using the wrong bill code on all of his fee entries. Luckily, we haven’t billed the clients yet. Do I have to edit the bill codes on these transactions one by one, or is there a way to change them all at once?   Read More...


Billing Q&A: Date Codes

April 2018    Tags: , ,
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We want to add a message to the bottom of all statements explaining that payments are due within 30 days of the statement date. How can this be accomplished without having to change the date in the message each time we run statements?   Read More...


We’re looking for a report to help us determine which clients we need to contact to discuss payment plans based on overdue amounts, last payments received, and amounts owed. What report should we run for this?   Read More...


We journal e-mails from Outlook to PracticeMaster and we noticed several journal records that have the wrong Client ID. How can we change the Client ID field on all of these journal records?   Read More...


My firm is representing two parties in a Workers’ Compensation matter. Because they were both involved in the same incident, they have the same witnesses for each of their matters. Is there a way for me to enter the witnesses into the Witness Information file of the Area of Practice for one client, and then just copy the files to the second client rather than reentering them?   Read More...


I want to send an e-mail to all of my clients notifying them of recent news with the firm. Is there a way this can be easily accomplished?   Read More...


We have a contact who is being assigned to one of our clients. Is there a report that will show if this contact has also been associated with other cases?   Read More...


My coworker can see all of the calendar records for a contact in the Contact file, but I don’t have the Calendar tab like she does. How can I add the Calendar tab to my contact list?   Read More...