Security in a law firm is a top priority. In addition to many other security features, Tabs3 and PracticeMaster software provides the ability to limit a user’s access to specific timekeepers’ transactions via the Assign Tabs3/PracticeMaster Timekeepers function.   Read More...


We require that each of our attorneys work a minimum of 130 hours each month on matters, and we review their time quarterly to ensure this is being met. Is there an easy way to track what percentage of the requirement is being met each month during the quarter?   Read More...


We have a new user that is creating fee records from Outlook e-mails. When she converts an e-mail to a fee, the default Timekeeper is inactive and she has to change it every time. How can we change the default timekeeper when converting e-mails to fees?   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...


Our firm is moving to a ‘merit’ bonus system in 2018. Besides the revenue values that the attorneys bring in, which I can get from the various productivity and allocation reports, the firm’s management also want to compare how much it costs the firm in overheard to employ each attorney to the amount each attorney bills. Is there such a report that we can run with this type of information?   Read More...


We want to evaluate our billing for last year by timekeeper so we can see how much we’re writing off or decreasing our time in order to evaluate our rates. What report can we use to see that information?   Read More...


The difference between Timekeepers and Users is often confused. So what exactly is the distinction between how timekeepers and users are used in the software?   Read More...


We have one attorney who is receiving a percentage increase as originating timekeeper for certain clients. This attorney has hundreds of clients and some of them are set up with fee compensation rules. Is there an easy way to see everyone for which she has fee compensation rules set up?   Read More...


We need to evaluate our timekeeper rates for the year. Is there a report in Tabs3 that takes any write-downs into account to give us a realistic overview of our billing?   Read More...


One of our attorneys left the firm. Is there a way to see the trust accounts for this attorney to make sure we didn’t miss changing any?   Read More...


A timekeeper’s hourly rate will be changing in the near future. Can I set up Tabs3 to automatically start billing at this new rate as of a specific date?   Read More...


I performed a write off for a client, and now the attorney wants to see which timekeepers had fees written off. How can I see the allocations of a write off?   Read More...


When generating a statement for one of our clients, we noticed that the Recap section showed some unexpected rates for a timekeeper working on the matter. An attorney who charges $100 an hour showed four different rates ($100.02, $100.03, $99.97 and $99.99). Why is this?   Read More...


It’s officially a new year! In the fuss of all your regular year-end tasks, don’t forget to review these sometimes overlooked items: Timekeeper Rates, Timekeeper Profitability Figures, Client and Task Based Billing Budgets, and General Ledger Budgets!   Read More...


From time to time, you may need to reduce a client’s outstanding balance, but how can this be accomplished?   Read More...


What is the Client Inactivity Report, and why should you use it? The Client Inactivity Report can be used to identify clients and cases with no activity in a specified time frame, which can help keep clients from slipping through the cracks.   Read More...