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Month: August 2020


The Client Manager has been updated and renamed to Matter Manager!   Read More...


KB Corner: Installation Articles

August 2020    Tags:
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From installing and keeping the software up-to-date to setting up new workstations and user rights, we put all of our resources to help you install and update the software in one place.   Read More...


Announcement: Holiday Hours for Labor Day

August 2020    Tags:
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Our office will be closed on Monday, September 7th, in recognition of Labor Day.   Read More...


Beginning with Version 2020, you can now quickly access statement information via the Tabs3 Billing Matter Manager!   Read More...


Did you know that you can change how Tabs3 Connect appears on your Smartphone, tablet, or computer?   Read More...


If your firm works with multiple areas of law, it can be difficult to organize your client’s information for each type of case. That’s why using customizable Area of Practice pages can work for you!   Read More...


Time Zones are here! Beginning in Version 2020, you can specify your time zone or set it automatically as per Windows settings.   Read More...


You can specify Statement Notes for individual clients, which can then be automatically cleared once the statement has been updated.   Read More...


I have a new client that requested their statements only show current charges and no previous balances. How can I format my statements this way?   Read More...


Our firm sends email statements to our clients, and each attorney sets up their own email templates. Two attorneys have left the firm in the past few weeks, and we want a list of email templates along with the clients to which they are assigned so that we can update all of them. Is there a report for this?   Read More...


We have agreed to give one of our clients a 10% fee discount on their next statement. We want this discount to stand out on the statement, perhaps on a separate line from any other totals. Is there a way to do this?   Read More...


A partial payment was received for a statement that had two attorneys' time on it. I have been asked to allocate the payment to only one of the timekeepers. How can I accomplish this?   Read More...


I am often added to calendar records created by others in the office. However, it can take a while for these records to be shown on my calendar. Why is this?   Read More...


We need to charge the same cost to multiple matters with the same description and amount.  Is there a way to enter the cost one time and then just copy it to another matter?   Read More...


I created a Report Writer report for a specific attorney that provides a list of the active clients for which they are the Primary Timekeeper. Other attorneys would also like to use this report, but I don't want to have to edit the report each time a different attorney wants to run it. Is there any way to have the report prompt for the timekeeper number and generate results based on that?   Read More...


When sending emails to my clients, I used to get prompted for the details of the journal record in PracticeMaster. However, I am no longer prompted, and my emails are not being journaled. How do I turn that back on?   Read More...


Whenever we reschedule calendar events, we open the record and change the date and time. Is there a quicker way to do this?   Read More...