In a law firm, there can be an overwhelming amount of information to manage – matter information, contact information, upcoming meetings, research, emails, 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.
Calendar – View not just your calendar, but your firm’s calendar. View appointments for a specific client or matter, an employee, or view appointments based on any information in the calendar record such as dates, calendar codes, and location.
Contacts – Don’t just search your list of contacts; see all contacts for any matter at a glance, and every matter in which a particular contact is associated.
Document Management – Specify how you want to name and file your documents, and then let PracticeMaster do it for you! Optionally use Fujitsu® ScanSnap™ to scan and import documents. Quickly see all documents for a case, or different versions of the same kind of documents across all your cases.
Matter Manager – Tie everything for a matter together in one place: calendar records, contacts, email, meeting notes, documents, billing summary, and more!
Conflict of Interest – Maintain ethical walls by searching files, documents, email attachments, and contacts for key words. Optionally limit results to certain files, and more.
Timers – Use timers to track your time, phone tasks, and research. Switch between timers as needed, and then process timer records into fees!
Filtering – Add filters to your files so that you can easily see only those records that you want to see.
QuickViews – QuickViews combine a filter, column layout, and sort option into a tab at the top of the List tab of any file, which allows you to quickly switch your view depending on the records you are working with. Add Smart tabs to provide an additional level of record sorting.
Integration – Integrate calendar records and contacts with Outlook. Install the PracticeMaster toolbar in Outlook®, Internet Explorer, Microsoft® Word, Excel®, PowerPoint®, Adobe® Reader or Acrobat®, and WordPerfect® to save documents and research to PracticeMaster, or to create journal entries, calendar entries, or fees from within the other software. Integration with CalendarRules™, NetDocuments®, and more is also available!
Areas of Practice – Areas of Practice provide a way to save separate information for different types of matters, without having the clutter of everything all in one file or set of files.
Report Writer – Create custom reports using the fields in PracticeMaster.
WorkFlows – Help automate your workload by creating WorkFlows to automatically start tasks or notify other users based on specified events.
Document Assembly – Help automate form letters by creating document templates that pull information from any file in PracticeMaster. Once created, simply select the client and the template, and it does the rest.
For a complete list of PracticeMaster features, refer to Knowledge Base Article R11548, “PracticeMaster Feature Comparison.” For more information about PracticeMaster features or to purchase a license of PracticeMaster, contact your consultant, or contact our Sales Department at (402) 419-2200.
There are times when working from home is the best, or only, option to get the work done that is needed. However, determining how to accomplish everyday office tasks from home can be daunting for any of the roles in an active firm.
Knowledge Base Article R11851, “Work From Home Resources,” provides a list of common scenarios, broken down by office position, and how to handle them when working away from the office.
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.
What is the Client Inactivity Report, and why should you use it? The Client Inactivity Report can be used to identify clients and matters with no activity in a specified time frame, which can help keep clients from slipping through the cracks. This report allows you to do the following:
- Report on which clients have not had any activity in the last year so you can mark applicable matters as closed.
- Determine which clients you have not received a payment from this month so that you can send a reminder statement or write off amounts.
- Provide each Primary Timekeeper with a report of all active matters with no fees in a certain time frame, such as the last two weeks.
- Plus much more!
A Client Inactivity Report can be run in both Tabs3 Billing and PracticeMaster; however, each program provides unique options to run the report.
- In Tabs3 Billing, you can search for activity in fees, costs, statements, payments, payment adjustments, write offs, and client funds.
- In PracticeMaster, you can search for activity in the Calendar, Journal, Document Management, Fee, Cost, Additional Common Client Related, and Area of Practice Files.
To run a Client Inactivity Report
- In Tabs3 Billing, from the Reports menu, point to Client and select Client Inactivity Report.
…or…
In PracticeMaster, from the Reports menu, select Client Inactivity Report. - On the Client tab, select the desired client range.
- On the Options tab:
- In the No activity in the last field, enter the desired time frame.
- Under Items to Search/Files to Search, select the desired check boxes.
- On the Sort tab, select the desired Primary and/or Secondary Order.
- Click OK.
Note: By default, the Client Inactivity Report is set to only include clients that are currently active and do not have a Date Closed specified. However, this setting can be changed. From the Client tab, click the Select Status button and select the desired option(s).
When it comes to reviewing statements in a paperless environment, it can be difficult to know where to start. The Reviewing Pre-Bills Digitally video walks you through generating your pre-bills to PDF, allowing your attorneys to review them digitally and move toward a paperless process.
Watch this four-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos while in the software by selecting Help | Training Videos.
Did you know that you can print a report that provides various settings specific to users? In addition to the User ID, User Name, and Email address for each user, the User List (System Configuration | Reports | User List) can optionally include the following information stored in the user file:
- Logon User Status
- Tabs3 Connect Access (new in Version 20.1.8)
- Only Include Tabs3 Connect Users (new in Version 20.1.8)
- Users’ Access Profiles and Calendar Rights
- Users’ Timekeepers
