There’s a chill in the air that suggests winter may not be too far off. You and some fellow coworkers head out on a camping trip for one last weekend before the weather turns cold. As dusk approaches, a campfire is built and you’re soon sitting around a crackling fire, watching the flames and shadows dance as the light quickly fades. As the night progresses, tradition demands that horror stories be told.
You all settle in and start telling stories that would chill any attorney’s blood – stories about losing data because of incomplete or failed backups. A shiver creeps up your spine before the horror even begins.
“This one guy interned at a firm that often had network trouble, but they hadn’t figured out the source. Unfortunately, they also didn’t create backups as often as they should. One day, the billing clerk was updating statements, and the network connection dropped before the update was finished. No backup had been created beforehand, and none existed for the last month. They had to restore to a month prior, reentering every fee, cost, and payment that had been lost…”
An owl hoots in a nearby tree, and you hear a coyote howling in the distance. You wrap your blanket around you more tightly as the next story begins.
“The first firm I worked at used incremental backups, which is usually fine, but their IT was new and wasn’t familiar enough with their setup. When they ended up having an issue and needed to restore, the initial full backup was missing, and all they had were the incremental backups. They tried to restore those, but it didn’t work and they repeatedly got errors. They ended up spending extra time and money to get back on track again…”
A log on the fire falls, throwing sparks into the air and making some of you jump and then laugh nervously. The next camper jumps right into their story.
“I knew an attorney at a firm that had a break-in over the weekend. Their server was stolen, as well as laptops and other equipment. They were unable to recover the stolen goods, and they didn’t have an offsite backup… They had to start over completely from scratch…”
You notice that there are no sounds around you. Everything has gone eerily quiet; not even the insects can be heard. It’s your turn to tell a story, and you glance at the other campers to find you’re not the only one who looks uneasy. You clear your throat and begin.
“I was once told about a friend of a friend who worked at a firm that was really conscientious about making regular backups. However, they eventually had an issue that made them restore, and they found out that there was something wrong with the backups – they didn’t work. They had never tested their backup system to make sure that they had viable backups to use if the time came. They lost a lot of data, even though they were making the backups when they should…”
You hear the snap of a branch in the woods, and a few seconds later another branch snaps. You all jump up as a figure comes for you out of the dark, only to see it’s the last member of your group. You forgot she was coming and that she’d be late. She grins at you knowingly and asks if she scared you.
You know that backups are important to your law firm, but it’s probably not something you think about every day, especially if you’ve never needed one or it worked the last time you needed it.
Here are some tips for reliable backups:
For more information on backing up and restoring the software, visit Knowledge Base Article R11524, “Backup/Restore Information Resources.”
You don’t have to be haunted by the fear of bad or missing backups; the veil between good and bad backups may be thin, but you are in control. Schedule a test of your backup system today for peace of mind.
Depending on the level of PracticeMaster you have, there may be additional features we have to offer. If you want a quick list of which levels include which features, look no further!
There are four levels of PracticeMaster available. Each of these levels have basic features included; however, more features are included as you go up each level. The following levels of PracticeMaster are available:
Knowledge Base Article R11548, “PracticeMaster Feature Comparison,” provides a table of PracticeMaster features available, broken down by each level of PracticeMaster.
Take a look at your current license of PracticeMaster to see what features you might be missing out on!
Our Knowledge Base can be accessed 24 hours a day, 7 days a week, at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.
Do you want a way to scroll through each file and quickly see the key contents of each record? The SnapShot provides a concise picture of the data contained in individual records using an easy to view format in a single location. When you are viewing a list of records such as a List tab in PracticeMaster or the Client Lookup and Contact Lookup windows in Tabs3, simply click on a single record from the list. All of the key information from the record will be shown in the SnapShot panel.
As you select different records on the list, the SnapShot refreshes with information from each new record. This makes it easy to see the information without actually opening the record. Hyperlinks are provided for phone numbers, e-mail addresses, in both Tabs3 and PracticeMaster, as well as file type fields in PracticeMaster. These fields can open a Send E-mail window, the Phone Dialer window, a Web Browser window, and a file or file location.
SnapShot makes it easy to grab information for a client or contact. After selecting the desired record, you can highlight the name and address block of information and use Ctrl+C to copy the information to the Windows clipboard. You can then paste that information into a document, spreadsheet, e-mail, or any other program that accepts text. If you want to print the SnapShot, simply right-click in the SnapShot panel and select Print.
The position of the SnapShot panel can be changed by right-clicking the SnapShot panel, pointing to the SnapShot menu option and selecting the Right or Bottom menu option. The SnapShot panel can also be resized by moving your cursor over the edge of the panel until your mouse changes to a line with arrows on both ends, clicking the edge of the panel, and dragging the edge to the new size. The size and position of SnapShot panels are stored separately for each User ID.
If you haven’t had an opportunity to work with the SnapShot feature yet, take a closer look. Additional information about the SnapShot feature can be found in Knowledge Base Article R11005, “SnapShot Overview.”
When you’re not at the office and you need to record the time you spent on a matter, what do you do? Why, log into Tabs3 Connect on your phone or tablet, of course! Tabs3 Connect makes it easy to enter the time for a client even when you’re not at the office. No more writing time down on scraps of paper that can get lost, or in a notepad amidst a bunch of other notes. If you previously recorded the time into your phone for later entry or called the office to enter it for you, you can use your phone instead to enter the time directly into Tabs3 from anywhere and at any time!
Tabs3 Connect is available at no additional charge for firms enrolled in maintenance plans for Tabs3 and PracticeMaster Platinum. Firms with Platinum versions of both Tabs3 Billing and PracticeMaster receive one user of Tabs3 Connect for every PracticeMaster user on maintenance. Firms with the Platinum version of Tabs3 Billing who do not have PracticeMaster licenses may purchase a Tabs3 Connect subscription for less than $6 per month per user (billed annually), to gain access to the billing features of Tabs3 Connect.
Adding a fee in Tabs3 Connect is easy. After logging in to Tabs3 Connect (Tabs3Connect.com), tap the (Fee) icon to open the New Fee page. Enter a Client ID, Date, Tcode, Hours Worked, and Description. Tap the Save button, and the fee entry is immediately available in Tabs3 and PracticeMaster back at the office.
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
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.”
A WorkFlow can be created that will add the User ID to the desired calendar records. This WorkFlow will not run automatically, but will run when you click the WorkFlow in the Quick Clicks pane. This allows you the flexibility of selecting only the records to which you want the user added.
Tip: Once the WorkFlow has been created, it can easily be updated for similar scenarios in the future. For example, if you need to add another new employee at a later time, simply edit the existing WorkFlow for the new User ID.
To create a WorkFlow to add a particular User ID to calendar records
To run the WorkFlow, simply open the Calendar file, select the desired calendar records, and then click the WorkFlow from the WorkFlows group of the Quick Clicks pane. All of the selected calendar records will be updated with the new user.
Most offices have standard hourly billing rates that they charge clients. Of course, there are also those clients whose rates differ from the standard rates, but what options are there for customizing rates?
The How Rates Work video discusses customizing client rates via the Rates tab in the Client file. The Rate Tables, Timekeeper Level, and Billing Rate Code options are discussed. Additionally, this video provides a recap of how Tabs3 determines the default hourly billing rate that will be used when adding a fee.
Watch this seven-and-a-half-minute video here:
Training Videos can be accessed 24 hours a day, 7 days a week, at Tabs3.com/videos. You can also access Training Videos while in the software by selecting Help | Documentation and then clicking the See also link for Tabs3 and PracticeMaster Training Videos.
When entering fees and costs for task based billing clients, do you have to scroll through all of the Phase/Task or Activity Codes for other categories to get to the set of task codes applicable for your client? If you use Billing Categories for your clients, you can assign Task Code Sets to your categories so that when entering fees and costs, only the task codes that are associated with that client’s Billing Category are displayed.
To assign a Task Code Set to a Category
The next time you enter fees and costs for a client assigned to the Category selected, you will only see the Task Code Set assigned to the Category. This can greatly reduce the number of Task Codes to choose from.