When was the last time you backed up your Tabs3 and PracticeMaster data and tested the viability of your backup? If your firm had to restore from a backup right now, would any data be lost? Regular backups are critical for your firm to make and maintain properly.   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...


Did you know that you can add tabs to the Client, Contact, and Journal files that are specific to an Area of Practice, Contact Category, or Journal Type?   Read More...


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!   Read More...


Do you mail out your client statements or email them? Emailing your statements saves time, paper, and postage, and can help you get paid quicker!   Read More...


As your firm deals with the spread of COVID-19, we want to help you prepare to work from home.   Read More...


I have a few employees I don’t want to have access to A/R figures. Can we remove access to the Dashboard from these users?   Read More...


We use Statement Designer, but the logo that we use in our page layout is not shown for some users. Instead, they see a red X. Is there a way to ensure that this logo will be shown for everybody?   Read More...


Billing Q&A: Fee View Options

April 2020    Tags: , ,
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One of our timekeepers only sees their own fees when looking at the Fee Entry List, but can see all fees via the Transaction File List. Why is their Fee Entry List limited?   Read More...


Billing Q&A: Fee Compensation Rules

April 2020    Tags: ,
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We have an attorney that will be receiving 15% of all receipts collected by paralegals on a certain client. Is there a way to set this up in Tabs3?   Read More...


My client’s Client Funds account is set to a Fund Application Method of Automatic All and their Statement Format is set to Detail. However, their Client Funds activity is not showing on my statement. Why is this?   Read More...


In the last few years, several attorneys have left the firm. These attorneys were included in several groups that we use for calendaring, and we want to remove them. Does PracticeMaster have a report that shows which User IDs belong to which groups?   Read More...


I noticed a coworker viewing their timer records in a calendar view similar to the Daily Calendar. They were able to see the client information and description for each timer record as well. How do I access this feature?   Read More...


We have multiple contact categories that we want to combine. We also have some old contact categories that we want to remove. Is there a way to do this?   Read More...


I created a filter to only display my own Journal records. However, it is really slow. Is there any way to speed up the filtering process?   Read More...


While in PracticeMaster, I received a message and accidentally selected the “Do Not Show Again” check box. Is there any way to get the message back in case I need to select a different option next time?   Read More...