Just getting started with Tabs3 Connect, or simply want additional information? There are several resources to provide you with all of the tools you need to know about Tabs3 Connect!
Quick Guide
At only eleven pages, the Tabs3 Connect Quick Guide is a quick but essential read when you want to know how to use Tabs3 Connect. The Tabs3 Connect Quick Guide provides information on getting started, logging in to Tabs3 Connect, the difference between the full site and phone site, accessing and entering data, and logging out. The Tabs3 Connect Quick Guide can be accessed via Knowledge Base Article R11500, “Tabs3 Connect Quick Guide.”
Knowledge Base
In addition to the Tabs3 Connect Quick Guide, the Knowledge Base also provides the following articles about Tabs3 Connect:
- R11480, “All About Tabs3 Connect,” provides an overview of Tabs3 Connect features as well as information on how to access it.
- R11613, “Tabs3 Connect FAQ,” provides answers to frequently asked questions.
- R11762, “Troubleshooting Tabs3 Connect,” provides troubleshooting information for Tabs3 Connect.
For more information on Tabs3 Connect, contact your Tabs3 Software consultant, call Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
Did you know that Tabs3 Connect takes advantage of existing security features for Tabs3 Billing and PracticeMaster? Not only does user access to Tabs3 Software data follow the same rules regardless of how you are accessing it, Tabs3 Connect provides even more control!
- Access Profiles control who has access to the various applications and functions in Tabs3 Billing, PracticeMaster, and Tabs3 Connect.
- Assigning timekeepers to a user login via User Configuration allows users to see only the associated timekeeper records they need in data entry windows and reports. Assigned timekeepers apply to Tabs3 Billing, PracticeMaster, and Tabs3 Connect.
- Secure clients are still secure. Only those users assigned to a secure client can view client information in Tabs3 Billing, PracticeMaster, and Tabs3 Connect.
- Documents can only be downloaded by those users set up with the access right to Download Files via Tabs3 Connect (System Configuration | Access Profile | PM tab | File Information | Download Files via Tabs3 Connect).
For an added level of control, you can monitor who is accessing Tabs3 Connect. The Tabs3 Connect Access Log tracks the following information:
- Each time a user logs in to Tabs3 Connect
- Each time a user logs out of Tabs3 Connect
- Each time a user is locked out due to five unsuccessful login attempts
- Each time a user downloads a document or attachment via Tabs3 Connect
For more information on Tabs3 Connect, contact your Tabs3 Software consultant, call Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
Did you know that you can use a timer in Tabs3 Connect? Timers are shared between Tabs3 Connect and PracticeMaster, letting you seamlessly add and edit timers whether you’re in the office or on the go. The timer will continue to track your time even if the browser window closes.
- Tap
to start a new timer. - Tap
to resume a paused timer. - Tap
to pause a timer. - Tap
to see a list of current timers, and optionally convert timers to fees.
For more information on Tabs3 Connect, contact your Tabs3 Software consultant, call Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
With Tabs3 Connect, you can see your entire firm’s calendar, not just your appointments, wherever you are. Because Tabs3 Connect accesses the PracticeMaster calendar back at the office, you can schedule meetings while you’re away, link them to a specific client and matter, and include other people from your office. When others add something to the calendar, you can see it right away from your tablet or smartphone. You can even view your active alarms in Tabs3 Connect to make sure you don’t miss an appointment or critical task.
Tabs3 Connect can optimize your calendar layout based on your device’s available screen space. When viewing the calendar on your smartphone, use the Phone Layout to see entries using the Agenda or Task List view. When viewing the calendar on your tablet or computer, use the Full Layout to see entries using the Agenda, Task List, or Calendar view. The layout can be toggled by clicking the icon in the upper-right corner of the web page.
For more information on Tabs3 Connect, contact your Tabs3 Software consultant, call Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
Did you know that text macros can be used in Tabs3 Connect? Text macros are used to help speed up data entry by maintaining a list of Macro IDs that expand out to full words or phrases when typed. For example, entering “PNG” may expand out to “plea of not guilty,” or “ATT” may expand to “attended.” Keep in mind that although macros can be used in Tabs3 Connect, they must still be added and modified in Tabs3 Billing or PracticeMaster.
To enable text macros in Tabs3 Connect for this session, simply open Tabs3 Connect, click the button, and then select Enable Text Macros. If text macros are enabled and you prefer to disable them for this session, select Disable Text Macros instead. You can also specify the default setting in System Configuration for each user. This means that the setting you select will be the default every time you log in to Tabs3Connect.com.
To set the default behavior for text macros in Tabs3 Connect
- Open System Configuration.
- From the File menu, point to Open and select Users.
- Select the desired User ID.
- Click the Tabs3 Connect Settings button.
- In the Text Macros Default field, select On or Off.
For more information on Tabs3 Connect, contact your Tabs3 Software consultant, call Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
Do you want to keep track of who is logging in and out of Tabs3 Connect, who is getting locked out due to failed login attempts, or who is downloading documents and attachments? The Tabs3 Connect Access Log in System Configuration (View | Log Files | Tabs3 Connect Access Log) contains all of this information! Each Log In, Log Out, Lock Out, and Download entry contains the date and time of the logged item, the User ID of the user who performed the action, and the IP address of the device where the action was performed. Additionally, the download path for documents and attachments is included.
For more information on Tabs3 Connect, contact your Tabs3 Software consultant, call Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
When you’re not at the office and you need to record the time you spent on a matter or a cost you incurred, what do you do? Why, log into Tabs3 Connect on your phone or tablet, of course!
Tabs3 Connect makes it easy to enter fees and costs for a client even when you’re not at the office. No more writing notes on scraps of paper that can get lost, or in an app amidst a bunch of other notes. You can use your phone to enter fees and costs directly into Tabs3 Connect from anywhere and at any time!
To add a new Fee or Cost via Tabs3 Connect
- Log into Tabs3 Connect by visiting Tabs3Connect.com.
- Tap the
(Fees) icon to open the New Fee page or the 
(Costs) icon to open the New Cost page. - Enter a Client ID, Date, Tcode, Description, and more.
- Tap the Save button, and the fee or cost entry is immediately available in Tabs3 Software back at the office!
Changing Your Start Page
Want to make entering fees even easier? Set up Tabs3 Connect to open to a new fee as soon as you log 
in.
To set Tabs3 Connect to open to a new fee
- Open System Configuration.
- From the File menu, point to Open and select Users.
- Select the desired User ID.
- Click the Tabs3 Connect Settings button.
- Select a Default Start Page of New Fee.
- Click OK.
- Press Ctrl+S.
For more information on Tabs3 Connect, contact your Tabs3 Software consultant, call Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
Did you know that you can change how Tabs3 Connect appears on your Smartphone, tablet, or computer? By changing a Tabs3 Connect setting, you can make the most of the space available. Changing the setting is easy – simply tap or click the 
icon and select Use Phone Layout. Enabling the Phone Layout option uses smaller icons and shows only the most pertinent information for what you are working on in order to save space. Want to change back to the full view? Tap or click the icon and select Use Full Layout.
Furthermore, the following options in Tabs3 Connect are dependent upon whether you are using the Full Layout or Phone Layout:
Calendar View
- When using Full Layout and reviewing calendar entries, you can change your view between the Calendar and Agenda views.
- When using Phone Layout, you must view your calendar entries using Agenda view.
Logging Out
- When using Full Layout, you can log out either by tapping Logout in the upper-right corner, or by tapping or clicking the icon and selecting Logout.
- When using the Phone Layout, you must log out by tapping or clicking the icon and selecting Logout.
For more information on Tabs3 Connect, contact your Tabs3 Software consultant, call Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
Did you know that you can download and view documents for any of your clients from your phone, tablet, or laptop? You can download linked documents that are in PracticeMaster’s Document Management file or email attachments that are in the Journal file.
After logging in to Tabs3 Connect, open Matter Manager to access a client’s documents. Select the desired client and then do one of the following:
- Click Documents to see a list of document management records. Click a record to see more information and to access a link to download the file. (Note: To open a linked document, the location of the file must be a UNC path rather than a mapped drive.)
- Click Journal to see a list of journal records. Click an email record with an attachment to see more information and to access a link to download the attached file.
Tabs3 Connect lets you control who has access to documents. Only the users who have Tabs3 Connect access AND who belong to an access profile that specifically grants rights in System Configuration to Download Files via Tabs3 Connect can download linked files and email attachments (Access Profile | PM tab | File Information | Download Files via Tabs3 Connect). Furthermore, every downloaded file from Tabs3 Connect is logged in the Tabs3 Connect Access Log, thus allowing you to see exactly which documents have been downloaded by which users.
For more information on Tabs3 Connect, contact your consultant, call Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
Have you checked out Tabs3 Connect yet? Tabs3 Connect is a Platinum feature that provides access to Tabs3 and PracticeMaster anywhere you can connect to the Internet, and it’s easy to navigate. Simply browse to Tabs3Connect.com and log in to access your data!
A – You can access Matter Manager, Clients, Contacts, Calendar, Costs, Fees, and Recap of Hours from the home page and from the toolbar at the top of each page.
B – Use the timer feature to start, pause, and resume a timer, and to see a list of current timers. Timers can optionally be converted to fees.
C – The Alarm icon shows how many alarms are past due, the eNote icon shows how many unread eNotes you have received, and the ? (Help) icon opens a menu with the following options: Help, Privacy Policy, Administration, Contact Us, Use Full/Phone Layout, Disable Text Macros, and Logout.
D – Use Matter Manager to access your client and contact information via the All Activity, Billing Summary, Calendar, Contacts, Costs, Documents, Fees, Journal, Phone and Email, and More Files buttons.
For more information on Tabs3 Connect, contact your consultant, call Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
Whether you’ve just upgraded to Platinum, or you’ve had Platinum for a while and just haven’t started using Tabs3 Connect yet, one of your first questions may be how to set up Tabs3 Connect.
To get started, Tabs3 Connect is first enabled at the firm level (Platinum | Tabs3 Connect Administration), and then individually for each user via System Configuration. With Tabs3 Connect, you can specify which users can access the firm’s Tabs3 data on their internet-enabled device. If not everyone in the office needs to use Tabs3 Connect, you can provide access to only those users who do.
To enable Tabs3 Connect for a user
- In System Configuration, from the File menu, point to Open and select Users.
- Select the User ID for which you want to provide Tabs3 Connect access.
- In the Options section, select the Allow access via Tabs3 Connect check box.
- Click the Tabs3 Connect Settings button.
- In the Feature Access Section, select whether the user should have access to Billing and PracticeMaster or Billing only.
- In the Login Address field, enter the user’s email address if not present.
- In the Password field, enter a password that is between 8 and 20 characters long. The password must contain at least one uppercase letter, one lowercase letter, and one number.
- In the Confirm Password field, reenter the password.
- Select the Fee Timekeeper that will be assigned by default to new fee transactions in Tabs3 Connect for this user.
- Optionally select to Hide Timekeeper Field On Form.
- Optionally change the Default Start Page and Text Macros Default.
- Click OK.
- Press Ctrl+S to save the user settings.
Once Tabs3 Connect has been set up in System Configuration, open your browser and log on to Tabs3Connect.com to start using it immediately! You’ll wonder how you ever worked without it.
For more information on Tabs3 Connect, contact your consultant, call Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
You meet up with a client away from the office, they want to write a check for what they owe, but you don’t have the balance due with you. What do you do? Simply log into Tabs3 Connect, and have the amount in a matter of seconds!
With Tabs3 Connect, you can use the Matter Manager to see exactly how much your client owes. Matter Manager’s Billing Summary provides client-specific information that includes the current amount due, work-in-process fees and costs, aged balances, and more. Make sure you’re not fumbling for a figure, or having to call the office. Accessing Tabs3 Connect is quick, easy, and secure!
For more information on Tabs3 Connect, contact your consultant, call Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
You’re away from the office and need to review an email that was sent regarding a client, but trying to find it in Outlook on your phone or tablet can be cumbersome and time consuming. Tabs3 Connect can get you what you need faster!
Emails that have been journaled to PracticeMaster and assigned to a client are all easily accessed in one place – the Matter Manager. Tabs3 Connect provides access to the Matter Manager from any browser and from wherever you are, be it court, an outside business meeting, lunch, or your favorite vacation spot. Simply log in to Tabs3 Connect and click the 
icon to open the Matter Manager. Select the Client ID, and then click the Journal button. You can now see and search all items that were journaled for this client, including email journal records.
For more information on Tabs3 Connect, contact your consultant, call Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
In Version 19, Tabs3 Connect has been updated with a cleaner, more modern look, including new icons, a new font, and updated colors. The icons are very similar to those in Tabs3 and PracticeMaster that you are already familiar with, and all of the pages now use the Open Sans web font to provide a consistent look between devices and improve readability.
In addition to this graphical makeover, Tabs3 Connect has received a few enhancements to its features.
- A graphical Recap of Hours window was added, which includes Daily, Weekly, and Monthly options. This graph allows you to easily see total hours and amounts, broken down by billable and non-billable fees.
- If Tabs3 archive records are converted to PracticeMaster as archived fee and cost records, the archived fee records can now be viewed in Tabs3 Connect. Keep in mind that these transactions cannot be edited or deleted. To configure this in PracticeMaster, select the Convert Tabs3 archive records to PracticeMaster fee and cost records check box in the Synchronize PM and Tabs3/TAS program (Maintenance | Integration | Synchronize PM and Tabs3 / TAS).
- Searching now behaves like PracticeMaster when searching for multiple words. For example, searching for “DEPOSITION SMITH” now finds occurrences of “Deposition of John Smith,” whereas before it did not. This improved searching applies to the search box on all List pages, the Matter Manager, and all lookup windows.
- Easily add fees for any timekeeper using the new Timekeeper field. The Timekeeper field can optionally be shown on the Fee Entry window for each user via the User file in System Configuration (File | Open | User | Tabs3 Connect Settings | Fee Timekeeper check box).
- Added a new drop-down button in the Fee List to display fees for other timekeepers.
- The Tcode field on Fee and Cost entry windows now defaults to the last used tcode.
- Added the Bill Code field to the Fee and Cost entry windows, allowing users to override the default billable or printable status. This field is only shown for users with Detail Entry Mode access rights in Tabs3.
- Changes to the Start Time field on the Calendar entry window now automatically adjust the End Time field to preserve the duration, just like in PracticeMaster.
To access the new look and features, update to Version 19!
For more information on Tabs3 Connect, contact your consultant, contact Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
Did you know that you can purchase a Tabs3 Connect subscription even if your firm doesn’t use both Tabs3 Billing Platinum and PracticeMaster Platinum?
- With a Tabs3 Connect Billing subscription, you can view clients, add and edit fees and costs, and view a Billing Summary for your clients.
- With a Tabs3 Connect PracticeMaster subscription, you have access to the same files as the Billing subscription with the exception of the Billing Summary. You can also access Journal records, Area of Practice records, Contacts, Calendar records, and eNotes.
Platinum firms with both Tabs3 and PracticeMaster still receive one Tabs3 Connect user with each PracticeMaster user they purchase and can access all of the great features of Tabs3 Connect.
Make sure you are taking full advantage of mobile access to Tabs3 and/or PracticeMaster via Tabs3 Connect! For more information on Tabs3 Connect, contact your reseller and consultant, contact Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
Did you know that you can access your client’s billing summary, documents, journal records, and Area of Practice (AOP) files via Tabs3 Connect? You probably already know that you can easily access client, contact, fee, cost, and calendar information from the standard Tabs3 Connect links as well as from within the Tabs3 Connect Matter Manager, but the Matter Manager provides access to much more.
From the Tabs3 Connect Matter Manager:
- Tap Billing Summary to quickly see how much your client currently has due, what the current
work-in-process amount is, when and how much their last payment was, and more. - Tap Documents to view a list of documents. Tap a document to see the entire document record, including a hyperlink you can click on to download the document to your device.
- Tap Journal to see all of your client’s journal items – including all e-mails that have been journaled by you or others in the office.
- Tap More Files to open any of your client’s Area of Practice files. Simply tap the desired Area of Practice file you want to review.
Tabs3 Connect goes beyond accessing simple client and contact information, and it’s more than just a quick way to enter fees, costs, and calendar entries. Take advantage of the Matter Manager in Tabs3 Connect while you’re out of the office to get all of the information you need, when you need it.
For more information on Tabs3 Connect, contact your reseller and consultant, contact Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
Tabs3 Connect allows you to work away from the office, while your data stays at the office. We know your data contains sensitive information, and we designed Tabs3 Connect with your security in mind. Tabs3 Connect is an internet-based application that accesses the data on your server at your office, and displays it on your device via an easy-to-use interface. Your clients’ data is not stored in the cloud, nor on the device you use to access Tabs3 Connect, nor on Tabs3Connect.com, nor on a third-party server.
Tabs3 Connect provides the following security provisions:
- Your firm’s data is not stored on the mobile device.
- Your firm’s data is not stored on Tabs3Connect.com.
- All internet transmissions are SSL encrypted. This is the same kind of data protection that most credit card companies and banking websites use.
- No third party hosting service or cloud storage is required, where your data might be stored in another country and not be protected by U.S. laws.
- Network vulnerability is not affected because no additional Web server needs to be installed or configured, such as Apache or IIS.
- No firewall configuration changes are required for most firms.
- No apps need to be installed on your mobile devices.
- Access rights assigned to users for Tabs3 and PracticeMaster apply to Tabs3 Connect.
- You control which users can use Tabs3 Connect.
- Users are forced to use a strong password for access to Tabs3 Connect.
- To protect your firm from “brute force” attacks, individual e-mail addresses are locked out of Tabs3 Connect for five minutes after five unsuccessful login attempts.
- All logins, logouts, lockouts, and file downloads are automatically logged.
For more information on Tabs3 Connect, contact your reseller and consultant, contact Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
From your smartphone, tablet, or laptop, simply log in to Tabs3 Connect to quickly access messages sent via eNote, and even access records that have been eNotified to you.
Once you are logged in to Tabs3 Connect, the 
icon is displayed with a green background that indicates all eNotes have been read, or a 
icon with a silver background, indicating there are new unread eNotes. Both icons indicate the number of eNotes in red that have not been dismissed in your eNote list.
For more information on Tabs3 Connect, contact your reseller and consultant, contact Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
We added two great new features to Tabs3 Connect – the ability to stay logged in regardless of inactivity, and the ability to view all Calendar file fields!
- Individual users can now optionally select to stay logged in regardless of the
Automatically log off users after xx minutes of inactivity setting. When logging in to Tabs3 Connect, select the Keep Me Logged in This Session check box to prevent yourself from being logged out due to inactivity. (Note: We recommend that this option not be used on public or mobile devices.) This change is automatic and does not require a software update. - You can now view all calendar fields in Tabs3 Connect, including custom fields. Previously, only the default fields in the Calendar File were accessible via Tabs3 Connect. To view all fields, simply open a Calendar record and click the All Fields button. This change requires downloading and installing the latest software update.
For steps to download and install the latest version of the software, visit Knowledge Base Article R10154, “How to Download Files from Software Technology, Inc.’s Download Pages.”
For more information on Tabs3 Connect, contact your reseller and consultant, contact Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
You know that you can access clients via Tabs3 Connect, but did you know you have access to all fields in the PracticeMaster Client file and links to quickly send an e-mail, make a phone call, or create a fee?
After logging in to Tabs3Connect.com, tap the 
(Client) icon to open the Clients page and see recently accessed clients. You can tap the All button to see a full list of clients.
From the Clients page, tap the client’s e-mail hyperlink to start an e-mail, tap the 
(Fee) icon to enter a fee for the client, or tap the client to open more information in the View Client page.
From the View Client page, you can see the Client ID, Client Name, Work Desc, Address, Contact Name, Phone Numbers, E-mail Address, and Misc Description fields 1-3. Tap the contact hyperlink to view more information on the contact, tap a phone number to make a phone call, tap the e-mail hyperlink to start an e-mail, or tap the (Fee) icon to enter a fee for the client. Want to see more information about the client? Tap the All Fields button to see everything from the Client file in PracticeMaster.
For more information on Tabs3 Connect, contact your reseller and consultant, contact Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
When adding features for Version 18, we did not overlook Tabs3 Connect! Check out these new enhancements included when you update to Version 18:
- Tabs3 Connect now uses the Rate from Tabs3 when changing fee or cost transactions. Before, it was necessary to manually enter the desired rate when changing fees and costs via Tabs3 Connect.
- The Amount is recalculated automatically when the Timekeeper, Tcode, Activity Code, or Expense ID fields are changed. Before, making such changes in Tabs3 Connect would require you to manually change the rate and recalculate the amount.
- “Budget exceeded” messages now display when entering fees and costs in Tabs3 Connect. Before, “Budget exceeded” messages could only be displayed in Tabs3 Billing. For steps to set up budgets in Tabs3 Billing, see this month’s Budget Exceeded Messages Q&A.
- Tabs3 Connect now includes the Private check box when adding or changing calendar entries. Before, calendar entries could only be marked Private from PracticeMaster.
- Added the ability to use your Tabs3 and PracticeMaster Text Macros. For more information on text macros and Tabs3 Connect, see our June Tabs3 Connect, Text Macros.
For more information on Tabs3 Connect, contact your reseller and consultant, contact Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
You may already know that you can securely download PracticeMaster linked files and e-mail attachments onto your Internet-enabled device through Tabs3 Connect, but you may not realize the full potential. E-mails can be journaled to PracticeMaster by all users, which means that you can download e-mail attachments regardless of whose e-mail address received them. This allows you to quickly access information that was sent to any firm member without needing the e-mail to be forwarded to you.
For more information on Tabs3 Connect, contact your reseller and consultant, contact Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
Thinking about upgrading to Platinum so that you can take advantage of Tabs3 Connect, but just not sure it’s worth the investment? We sure think it’s great, and so do the firms, resellers, and consultants that are already using Tabs3 Connect. Take a look at what others have to say!
“I was overjoyed to discover that I could enter time from my mobile device having only been able to do so from a fixed location at the office. I recall being at the office until 3 a.m. on a number of occasions entering time. Now, if I want to get up at 3 a.m. or any other time, I can enter time, review my time and use other features that are readily available at my fingertips. It is convenient, user friendly and a relief! I’m still smiling. Thank you Tabs3!”
– Adrian Gibson
Attorney at Callenders & Co
“I use Tabs3 Connect every day in my law firm and I am very pleased with how it’s changed the way I access information out of the office.”
– Blanton O’Neal
Attorney at Hood Law Firm
“I like being able to get contact information for clients and attorneys – it is easy to use – easy to call or email contacts.”
– Angela Berg
Managing Paralegal at Law Offices of Molly B. Kenny
“You’ve heard the expression, ‘Don’t leave home without it.’ Well, that’s how I feel about Tabs3 Connect. When I leave the office, I take my wallet, keys, glasses, and Tabs3 Connect (on my iPad). Tabs3 Connect is so information-rich and easy to use, I have stopped lugging around my laptop for most trips out of the office. I use Tabs3 and PracticeMaster to run my consulting and software sales business, and what better way is there to take this important information on the road with me? With all the great features of the Platinum version, it was really Tabs3 Connect that made me move up to Platinum.”
– Don Grady
Tabs3 Reseller and Consultant at Business Assistants, Inc.
“[Tabs3 Connect] works fine and I really like the program. I don’t use it much on the computer as we have remote access but I sure use it on the iPhone and iPad all the time and it definitely helps me capture time that would otherwise get away.”
– Keith Foster
Attorney at The Foster & Buick Law Group LLC
“Adding Fees using Tabs3 Connect is so easy! This feature has helped me to recoup lost time that I can choose to bill or offer as no-charge to help build good will with my clients. Access to the Matter Manager via Tabs3 Connect has been a life saver on more than one occasion – since I have no support staff I have to be on my toes no matter where I am.Tabs3 Connect allows me to make the most of 10 minute breaks when I’m on-site at another location. And I LOVE having all of my 5,000+ contacts available without having to download them to my phone!”
– Monica D’Amore
Tabs3 Reseller and Consultant at D’Amore Consulting
For more information on Tabs3 Connect, contact your reseller, consultant, or Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
Tabs3 Connect has been around for some time now, but what exactly is Tabs3 Connect, and what can it do for your firm? Tabs3 Connect is a Platinum feature that provides access to Tabs3 and PracticeMaster anywhere you can connect to the Internet. No apps to download, simply go to Tabs3Connect.com and log in using your phone, tablet, laptop, or other internet-enabled device. Access client and contact information, enter fees and costs, use Matter Manager, access your firm’s calendar, receive alarm notifications, send and receive eNotes, and download documents and e-mail attachments via Tabs3 Connect. On smartphones and tablets, you can tap to create a fee, and flick to scroll through a list.
Keeping your data secure is top priority, and Tabs3 Connect was designed to protect attorneys’ sensitive information. The information you access using Tabs3 Connect is secure because it resides at your office, on your computer. It won’t be stored on someone else’s server in the cloud, or on a phone that you might lose. Furthermore, you choose who has access to Tabs3 Connect and who doesn’t, and access profiles affect users logged in to Tabs3 Connect as well. You can even keep track of Tabs3 Connect access and activity by reviewing the Tabs3 Connect Access Log and Tabs3 Connect Log.
If you already have Platinum, take advantage of this great feature and change the way your firm works! Don’t have Platinum yet? Now is a great time to explore the possibilities.
For more information on Tabs3 Connect, contact your reseller, consultant, or Technical Support at (402) 419-2210; or, visit Knowledge Base Article R11480, “All About Tabs3 Connect.” For more information on all of the great Platinum features, visit Knowledge Base Article R11379, “Platinum Overview.”
Need to jot something down about a matter after meeting with a client? Want to record information about a billable phone call? Find a
great website that applies to a case that you don’t want to lose? All of these can be recorded and associated with the desired matter right away, even when you’re not at your computer. In Tabs3 Connect, not only do you have access to all of your firm’s journal notes, e-mails, phone tasks, time tasks, and research tasks via Matter Manager, but you can also add notes, phone tasks, and research tasks on the go.
Never misplace a note again! From the Matter Manager in Tabs3 Connect, simply tap Journal to see all of the selected client’s journal records, and then tap New to add a new record for the client.
For more information on Tabs3 Connect, contact your reseller, consultant, or Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
