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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.   Read More...


Tabs3 General Ledger Software (GLS) is a general ledger accounting program that is based on a double-entry accounting system. Chart of accounts and financial statement formats can be defined, allowing you to use your current chart of accounts. The availability of multiple departments allows you to create reports based on certain departments or the firm as a whole. Journal entries track debits and credits. Optionally create budgets for each expense account, and compare budget and actual amounts from year to year.   Read More...


Did you know that you can quickly and easily locate your serial number and version from within the software? When calling technical support, have your serial number and version ready to help expedite the call.   Read More...


Did you know that if you want to change the date and/or time on a calendar entry, you can drag and drop the entry to the desired date/time via the graphical calendar? The ability to drag and drop calendar entries saves you the time of having to open the record and manually change the necessary fields.   Read More...


Did you know that you can quickly add an image to the top of your statements, such as your firm’s letterhead? You can always use Statement Designer to customize your statements, but if you simply want to use an existing bitmap image, this can easily be added to your statements by selecting the desired bitmap via Print Setup.   Read More...


Did you know that there are many ways in which you can filter your data in order to make it easier to find what you need?   Read More...


In a law firm, there can be an overwhelming amount of information to keep track of and work with – case information, contact information, upcoming meetings, research, e-mails, and documents galore. But there is hope! PracticeMaster can help make you more organized than you’ve ever been before. PracticeMaster provides the tools you need to manage it all.   Read More...


Quick Tip: Report Finder

April 2015    Tags: ,
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Are you looking for a report with certain criteria, but not sure how to find it? Knowledge Base Article R11612, “Report Finder: Info in Tabs3 Reports,” provides a checklist of options that, when selected, provides a list of reports that will show the desired information.   Read More...


Would you like to see data in Microsoft® Excel® instead of in report format? Do you occasionally need to manipulate how data is organized for reporting purposes? Tabs3 makes it easy to send information to Excel. From any of the Tabs3 and PracticeMaster programs, you can use the Print to File option to easily send a report to Excel, or copy items from lists and paste the information into Excel.   Read More...


Did you know that you can import data into all of the Tabs3 and PracticeMaster software? Knowledge Base Article R11506, “Resources for Importing Data into Tabs3 and PracticeMaster Software,” provides a list of resources with information regarding programs that can be used to import data in Tabs3 and PracticeMaster software   Read More...


Drill-down capabilities provide the ability to quickly access data while previewing many reports.   Read More...


Trying to create a document management record using the PracticeMaster toolbar and not sure what to expect? The behavior you see when using the PM Save or Capture Save functions depends on the current state of the document you are trying to save and whether PracticeMaster is configured to manage documents manually or automatically.   Read More...


Spotlight: Taskbill

February 2015    Tags: , ,
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Taskbill is used to export Tabs3 billing information for electronic submission. Many companies require firms to submit billed fees and costs in a specific format for online electronic billing. Taskbill makes this simple by exporting your existing Tabs3 data into over 100 different predetermined file formats and subformats including LEDES 1998B, Legalgard Parsed Format, LitigationAdvisor, and TyMetrix.   Read More...


Quick Tip: Three Favorite Keystrokes

February 2015    Tags:
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There are many keyboard shortcuts that help save time while working. These favorite shortcuts quickly get you to commonly used places.   Read More...


If you need to report on fees, costs, or payments, the Transaction File List or Task Code Billing Report is your answer. Both reports have great flexibility and options. The Transaction File List and Task Code Billing Report have the same options with only a few exceptions.   Read More...


Quick Tip: Use the Guides

January 2015    Tags:
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If you want to learn more in-depth information about individual features in the software, guides are the way to go. A guide is a closer look at how different features work, providing field-by-field information and screenshots where appropriate. Guides are a great tool to use when you need to know more. Organized by chapters, you can easily jump to the section you most want to learn about, or you can read it straight through. There are more than 15 guides available, each focusing on a specific topic within the software such as clients and contacts, statements, credit cards, Matter Manager, and more.   Read More...