Tabs3 Connect: Matter Manager
June 2017 Tags: AOPs, Billing Summary, Document Management, Mobile Access, Platinum, PM Journal, PM Matter Manager, Tabs3 Connect
Did you know that you can access your client’s billing summary, documents, journal records, and Area of Practice (AOP) files via Tabs3 Connect? You probably already know that you can easily access client, contact, fee, cost, and calendar information from the standard Tabs3 Connect links as well as from within the Tabs3 Connect Matter Manager, but the Matter Manager provides access to much more.
From the Tabs3 Connect Matter Manager:
- Tap Billing Summary to quickly see how much your client currently has due, what the current
work-in-process amount is, when and how much their last payment was, and more. - Tap Documents to view a list of documents. Tap a document to see the entire document record, including a hyperlink you can click on to download the document to your device.
- Tap Journal to see all of your client’s journal items – including all e-mails that have been journaled by you or others in the office.
- Tap More Files to open any of your client’s Area of Practice files. Simply tap the desired Area of Practice file you want to review.
Tabs3 Connect goes beyond accessing simple client and contact information, and it’s more than just a quick way to enter fees, costs, and calendar entries. Take advantage of the Matter Manager in Tabs3 Connect while you’re out of the office to get all of the information you need, when you need it.
For more information on Tabs3 Connect, contact your reseller and consultant, contact Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
