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Tag: Matter Manager


Spotlight: Matter Manager

November 2018    Tags: , ,
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Do you use Matter Manager? Matter Manager presents client and contact information in one easy-to-read window. Emails, phone calls, client notes, documents, and more are organized so that you can see exactly what has been done for the matter and when.   Read More...


My firm uses the Matter Manager to view information about our clients. We also routinely use the Timer function to track how much time a given activity takes, and then convert it into a fee. Is there a way to make it so we can start a Timer from the Matter Manager, where the selected client would already be assigned?   Read More...


Did you know that you can convert calendar, e-mail, note, phone, research, timer, and document records into fees? This allows you to easily bill your client for the time spent on their matter.   Read More...


I often work in Matter Manager and like to sort different files by different fields. However, sometimes when I click on a column heading to sort my records, a window is displayed that says it is building indexes. Each time I open the Matter Manager I have to repeat this process. Is there a way I can speed up sorting and eliminate this message?   Read More...


Each day when I log into PracticeMaster the first thing I do is open the Matter Manager. Is it possible to have this window open automatically when I log into PracticeMaster?   Read More...


Did you know that you can access your client’s billing summary, documents, journal records, and Area of Practice (AOP) files via Tabs3 Connect?   Read More...


You’re away from the office and need to review an e-mail 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!   Read More...


Are you using Matter Manager? If you’re not, you may not realize its potential.   Read More...


Did you know that you can quickly convert Journal, Calendar, and Document Management records into billable fees? Use the Convert to Fee option in PracticeMaster to convert e-mails, research records, timers, notes, meetings, tasks, documents, and more into fee records. Converting records into fees helps make sure your clients are being billed for the time you spend on their matters.   Read More...


Create a Custom Activity List in Matter Manager that shows the record types you want to see. For example, you could create a Custom Activity List that shows only Document, Research, and Timer records for any selected matter. Once created, custom activity lists can be viewed in Tabs3 Connect as well.   Read More...


You meet up with a client away from the office, and 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 in to Tabs3 Connect, and have the amount in a matter of seconds!   Read More...


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.   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: 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...