Performing routine maintenance tasks can be easier using the Lock Out All Users feature. This feature allows any manager to lock all other users out of all Tabs3 Software applications. With the additional option to set a timer for the duration of the lockout, using the Lock Out feature means that you can perform server maintenance tasks or run integrity checks without interruption.
Watch this two-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Do you want to access client information, track time, and view important case documents on the go? Tabs3 Connect provides all of these features and more!
In the Working with Tabs3 Connect video, see how easy it is to quickly add new fees and costs, view a firm-wide calendar, access a billing summary for each matter, and manage your matters from anywhere with an internet connection. Best of all, this Platinum feature securely connects your mobile device to your server, so you don’t have to worry about storing sensitive data on your personal device.
Watch this two-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Want to learn more about lists in Tabs3 Billing? Working with lists can save you time by utilizing customizable filters, QuickViews, and column layouts!
In the Working with Lists in Tabs3 Billing video, see how you can easily view your clients, contacts, fees, costs, payments, client funds, and write offs without having to run a report! Lists can be filtered to only show information that is important to you and makes performing actions on those records simple.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos from the Quick Launch by searching for and selecting “Training Videos.”
Are you ready to update to Version 2023? Check out all of the new features that are available in the What’s New in Version 2023 video!
You won’t want to miss out on new features like the Tabs3 Client Portal, Check Request, and updates to Tabs3Pay and Tabs3 CRM. This video will show you these powerful new features and how you and your firm can benefit from updating to the latest version.
Watch this two-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
If your firm needs to more efficiently and effectively track leads, grow prospects, and gain clients, a Client Relationship Management tool like Tabs3 CRM is the solution!
In the 5 Reasons Why Law Firms Need CRM video, you’ll see the many ways that Tabs3 CRM can help automate communications and improve the intake process for prospective clients. From marketing email and text campaigns to customizable intake forms for each area of practice, Tabs3 CRM is sure to help streamline your practice so that you can grow your firm faster.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Although reconciling your accounts each month might be necessary, it doesn’t have to be difficult.
In the Working with General Ledger Reconciliation video, you’ll see how easy it is to import transactions, compare records in General Ledger, and how to close out the month. Reconciliation reports are also available so that you can quickly look back at previous months without any hassle.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
If you are new to using lists in Tabs3 Billing or PracticeMaster, creating and using QuickViews can help save you time by filtering and sorting information just the way that you need.
QuickViews are a powerful tool that combines a Filter, Column Layout, and Sort Order. The Using QuickViews video walks you through the process of accessing the QuickView from the Quick Clicks or from a tab at the top of the list, which makes it easy to find the information you are looking for at the click of a button.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Did you know that law firms who accept credit cards get paid sooner and collect on more billable work than firms that don’t?
With Tabs3Pay, accepting and managing electronic payments has never been easier for your law practice! Not only can you accept credit cards and electronic checks, but you can manage separate trust and operating accounts, and securely store payment information for future use. Additionally, by including a payment link in email statements, your clients can easily enter payment information through the secure Tabs3Pay portal.
Watch this six-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
As more law firms switch to paperless environments, emailing statements can be a great solution for reducing your office paper needs while adding convenience for your clients!
The Email Statements Overview video walks you through the process of setting up email templates, changing statement delivery options for your clients, and reviewing emails before they are sent. If you use Tabs3Pay, you can also see how to include payment and trust request links in your emails, which makes it easy for your clients to pay.
Watch this four-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Sharing files is a cornerstone of running a successful practice. With LexShare, sending files to your clients and requesting client uploads can easily be done with just a few clicks!
The Sending and Requesting Files with LexShare video shows you just how easy it is to manage your files, even when sending large documents that are normally too big to be attached in an email. This video shows you how the file sharing process works, and you’ll be able to see what your clients will see when receiving your shared files or upload requests.
Watch this four-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Skip the hassle of collections this year by scheduling your matter’s one-time and recurring payments with Tabs3Pay!
The Scheduling Payments with Tabs3Pay video walks you through how to schedule a future-dated payment or series of payments, right from the Tabs3 Billing Matter Manager. This feature makes it easy to provide payment plans for your clients and allows you to get paid on a specific date, even when you’re not in the office.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
With tax season just around the corner, Tabs3 E-file is here to help simplify your 1099 submission process! Tabs3 has partnered with Nelco to provide Tabs3 E-file, a complete solution to filing your Form 1099-MISC, Form 1099-NEC, and Form 1096. Learn how to easily upload your data to the Tabs3 E-file portal so that your 1099’s can be electronically filed, printed and mailed, or emailed on your behalf.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
When it comes to requesting eSignatures from your clients, LexShare makes it easy to request the information you need, all from within PracticeMaster.
LexShare provides the easiest way to send and receive electronic signatures and files from PracticeMaster. The Requesting eSignatures with LexShare video walks you through the eSignature process, from submitting the request to importing the document back into PracticeMaster.
Watch this four-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Being able to access information about your client’s fees, costs, and payments in one report can be helpful for running your law firm. Tabs3 Billing has just the report you need for your firm to succeed!
Using the Transaction File List, you can easily track work-in-process and archived transactions for any client, over any time period. The Transaction File List video walks you through the options available when running this versatile report, ensuring that your report includes as little or as much detail as you need.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Scheduling meetings doesn’t need to be complicated.
With PracticeMaster’s Calendar features, you can easily view everyone’s schedules, add a meeting to the calendar, and notify all attendees with just a few clicks. And when using the Auto Email Notification feature, this process becomes even more streamlined, which can save you time.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Whether you are a new user or just have questions about a feature, finding the information you need is easy!
Using the Navigating Help Resources video, you’ll see how easy it is to quickly access relevant information. From the easy to access Help Topics to in-depth guides to helpful Knowledge Base articles and more, Tabs3 Software has all of the resources you need to find new information and learn about various topics!
Watch this four-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Securely sharing documents and requesting eSignatures from your clients just got easier using LexShare!
LexShare is a cloud-based service that allows users to share files with your clients and request signatures from them over email, as well as import the signed documents back into the PracticeMaster Document Management file. LexShare’s features are designed with security at its core, which is essential for keeping client information confidential and for staying compliant.
Watch this one-minute video here:
LexShare Integration is available in PracticeMaster Version 2022 (Build 22.2.7) and later.
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Finding that perfect report can be so satisfying! When it comes to tracking your clients’ billing and payment history, the Client Ledger Report has it all!
Check out the Client Ledger Report video to see how you can easily view detailed information about statements, payments, and write offs for your clients, all in one place. This report also includes drill-down capabilities, which makes it easy to view an updated statement or to find out more about how a payment was allocated.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
If your firm creates the same documents for clients on a monthly, weekly, or even daily basis, it can be a struggle to constantly rewrite and maintain your documents effectively. By using variables to automatically pull information into your commonly used documents, you can save time without the hassle of duplicate entry.
The Intro to Coding Document Assembly Templates video walks you through the basics of creating new templates and coding documents to your specifications. Learn how to insert variables, create logic statements, and automate functions like creating a fee based on the completion of a document.
Watch this five-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Looking for a quick way to apply a discount to your client’s bill? Including a Courtesy Discount in your statements may be the solution you are looking for!
In the Using Courtesy Discounts video, see how easy it is to apply discounts to your clients based on a specified percentage or amount. Additionally, you can view how the discount will appear on your statements and how to customize the terminology and placement based on your needs.
Watch this two-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
From taking notes about an upcoming meeting, to storing emails, to recording details about a phone conversation, PracticeMaster Journal records are essential for managing your clients and contacts on a daily basis.
The Working with the Journal File video walks you through the process of accessing and creating new records from the Journal File, Matter Manager, Client File and more! Since each type of Journal record is optimized to fit your needs, records like phone tasks or timers can easily be converted to billable time with one click. Additionally, using Tabs3 Connect, you can access your journal information on the go!
Watch this four-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Being able to easily enter and track write offs is essential. With Tabs3 Billing, you can quickly enter write offs and apply them to a matter’s accounts receivable with just a few clicks!
In the Working with Write Offs video, see how easy it is to write off all or a portion of a client’s accounts receivable from the Statement Manager. When it comes to tracking Write Offs, use the convenient Write Off tab in the Matter Manager or use the Write Off Report to access detailed information about multiple write offs at the same time.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
When it comes to managing your contacts, Tabs3 Software makes it easy to compare and combine two contacts when duplicate data entry occurs.
Whether the contact records exist for a client, payee, vendor, or user, you can use the Merge Contacts Utility in PracticeMaster to combine two contact records into one. The Using the Merge Contacts Utility video walks you through the process of merging two contacts and provides additional resources for other ways to manage your contacts.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Tax season is here again and Tabs3 Software is ready to help you quickly file your Forms 1099-MISC and 1099-NEC.
The Working with 1099s video covers how to verify which vendors and payees need to report 1099 information, how to generate 1099s, and provides solutions for filing your 1099s. Since Tabs3 Software has partnered with Nelco to provide Tabs3 E-file, you can easily E-file your Forms 1099-MISC, 1099-NEC, and 1096.
Watch this four-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Being able to easily access the eNote window is essential for quick communication. Pinning the eNote icon to your Windows Taskbar makes accessing your eNotes faster than ever!
The Accessing the PracticeMaster eNote Window video covers how to display the eNote icon in your taskbar notification area and how you can organize your icons on the taskbar.
Watch this two-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
When it comes to tracking your advances, Tabs3 Software provides the tools you need to accurately manage your advanced client costs from start to finish.
See how the integration between Tabs3 Billing, Accounts Payable, and General Ledger makes it easy to enter and track your advances. The Tracking Advanced Client Costs in Tabs3 Software video covers how to set up integration, enter an invoice, and track your advances using the Advanced Client Costs Report.
Watch this five-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.
Need to reverse a client’s payment or refund an unapplied overpayment? Tabs3 Billing has the tools you need to easily adjust payments and record the adjustment, all from one place!
The Working with Payment Adjustments video demonstrates how you can quickly locate a payment using the Matter Manager, access detailed information about the payment, and perform an adjustment in just a few easy steps. When integrated with Tabs3 Financials, you can specify how you want to handle creating journal entries and printing a check for the refund or reversal, which can save you time and reduce duplicate entry.
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.
Ready to take the next step in customizing PracticeMaster to fit your practice? We’ve got the solution you need!
The Adding a Field to PracticeMaster video walks you through the process of creating a new field in File Maintenance as well as how to place and adjust your new field’s location using Form Designer. Although this video focuses on the Client File, the same process can be used in any file in PracticeMaster, including Area of Practice files.
Watch this five-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.
When it comes to organizing your clients, transactions, statements, and more, the Quick Clicks pane in Tabs3 Billing and PracticeMaster provides an easy way to navigate and customize how you interact with records.
The Using Quick Clicks video demonstrates how to utilize filters, QuickViews, and column layouts, which means that you can save time by arranging information in a way that is relevant to you. The Quick Clicks pane is available on all lists and in the Matter Manager.
Watch this three-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 automate certain tasks in PracticeMaster, such as generating a document when a new client is saved or adding a fee when a calendar record is updated? Using WorkFlows, you can streamline your day by automatically starting designated tasks based on the creation, changes, or deletions of other records.
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.
When it comes to tracking your matters, accounts receivable, work-in-process, and funds balances at a glance as well as providing quick access to individual entries for fees, costs, payments and more, the Tabs3 Billing Matter Manager can be used to organize your matters all from one place.
See how Tabs3 Billing’s powerful Matter Manager can save you time by making it easy to maintain your clients’ matters.
Watch this three-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.
When it comes to maximizing your billable hours, it’s important to have a reliable timer feature that allows you to easily convert your time into fees.
The Using Timers in PracticeMaster video shows how easy it is to record time spent in meetings, on phone calls, and doing other work, as well as how to quickly convert and process your timer records.
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.
As a legal professional, it’s important to be able to track and utilize statements for your clients. Using the Tabs3 Statement Manager, accessing your updated statements has never been easier!
The Statement Manager allows you to easily review all of your updated statements, with one-button access to perform necessary actions, such as making a payment, adding a write-off, or reprinting a statement for a client.
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.
Whether your firm works with Tabs3 General Ledger journal entries manually or integrates with Tabs3 Billing and Tabs3 Accounts Payable, it’s important to understand how journal entries are stored and tracked in General Ledger.
The Working with Journal Entries video walks you through the basics of entering journal records in General Ledger and provides insight on how to track journal activity using various resources.
Watch this three-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.
When it comes to creating documents for your clients, manually entering all of the necessary information can be tedious. That’s where PracticeMaster’s Word Document Assembly feature can help!
PracticeMaster allows you to quickly and easily assemble individualized documents in Microsoft Word using templates to fit your firm’s needs.
Watch this two-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.
Have you ever needed to look back at a copy of a receipt paid in Accounts Payable? Using the Invoice Attachment feature makes it easy to do just that!
Starting in Version 2020, Tabs3 Accounts Payable Software provides the ability to link an electronic copy of a statement or receipt to an invoice, manual check, or EFT transaction.
Watch this one-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.
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!
Using PracticeMaster’s Area of Practice feature, you can store and organize matter information unique to a specific area of law, making it easy to locate and track the details that matter to you most.
Watch this three-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.
Accepting and managing credit card and eCheck payments from your clients has never been easier!
Starting in Version 2020, Tabs3 Billing and Trust Accounting Software (TAS) supports integration with LawPay, making the process of entering payments, client funds deposits, and trust deposits both easy and secure.
Watch this five-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.
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.
If you are new to Accounts Payable, or haven’t added a vendor in a while, it can be helpful to have a refresher on what options and fields are available.
The Adding a Vendor video walks you through adding a vendor that you will pay on a regular basis, shows you how to work with Miscellaneous vendors, and includes helpful tips for choosing the right 1099 options.
Watch this three-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.
Thinking about purchasing a license for our Trust Accounting, Accounts Payable, and/or General Ledger software, but not sure what they offer? Take a quick tour!
The Tabs3 Financials Overview video walks you through the highlights of our financial software. Learn more about how you can easily manage trust accounts, get financial statements, write checks, reconcile bank statements, and print 1099’s in one seamlessly integrated software suite!
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.
When a timekeeper’s rate changes, it can be tricky to make sure that all fees are entered correctly before and after the change. Tabs3 takes the stress out by providing the ability to change rates automatically based on the date of the fee.
The Effective Date of New Rates field in the Timekeeper file can be used to automatically switch to a new rate as of a specific date. Fees dated prior to the specified date will use the previous rate, whereas fees dated on or after the specified date will use the new rate. The How Can I Change the Rate for Future Billing video walks you through this process and provides an example of how it works.
Watch this two-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.
If you don’t add to or change your firm’s information on a regular basis, it can be helpful to have a refresher on what fields are available. The Firm Information video shows you where to access your firm’s contact information in System Configuration and provides examples of how certain fields can affect your reports, statements, and 1099s.
Watch this two-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.
Are you getting the most out of reports? There are several report features that can help optimize your results.
The Working with Reports video not only shows you how to access reports, but also walks you through running a Transaction File List. You’ll learn about options and settings that are common with all reports, how to filter reports so you only see what you need to see, print options, report preview benefits, and resources for finding the right report to meet your needs.
Watch this five-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.
Do you have Access Profiles set up? Access Profiles help with security by controlling what functions each user can access in the software. The Access Profiles training video walks you through creating a new access profile that limits a user to certain Tabs3 Billing functions. Once you know the basics of setting up one Access Profile, you can set up the profiles you need for your firm.
Watch this three-and-a-half-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.
There are many shortcuts that can be used to help make entering data quicker, easier, and more convenient! In Tabs3 software, we include standard keyboard shortcuts like Ctrl+N to make a new record or Ctrl+S to save a record, as well as program specific commands such as Alt+Home to open the Home page or Ctrl+Q to open the Quick Launch. However, we also have amount calculation shortcuts, date shortcuts, text macros, description field specific shortcuts, a date/time stamp keystroke, and field action buttons.
The Tabs3 Billing Data Entry Shortcuts video shows you these shortcuts in action, providing examples of how to use them and where they can come in handy.
Watch this five-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.
When you don’t add users on a regular basis, it can be nice to have a quick refresher on the available settings. The User Configuration video walks you through adding a new user and includes brief information on credentials, contact information, Access Profiles, and other configuration options.
Watch this two-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.
If you haven’t tried out Platinum yet because you haven’t had time to read up on the features, then this video’s for you!
The Platinum Overview video goes over the core features that make Platinum great, including the following:
Watch this three-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.
Do you want to get paid faster? Get paid quickly and securely by providing an online payment option to your clients!
In Version 19 we added the ability to include a ProPay payment link in your email statements. This provides a secure way for your clients to pay with a credit card when they check their email and see they owe your firm money. Once a payment is made online, import the payment into Tabs3 Billing, and you’re done!
The Getting Paid Using Online Payments video shows you an email statement template that includes a ProPay link, the ProPay payment portal, and then shows you how to import payments made via ProPay links into Tabs3. It’s never been easier to get paid!
Watch this two-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.
Have you customized the My Actions page on the Home tab yet? My Actions can be customized to only show the features you use the most, providing quick access to everything you use on a regular basis. If you’re not yet familiar with using or customizing My Actions, let us show you how easy it is!
The Using and Customizing My Actions video walks you through the following:
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.
Not only can you easily search for any actions, file, or report in the software via Search Actions, but you can also customize the Quick Launch pane to always show your most used actions and most accessed client matters!
The Customizing and using Quick Launch video shows you how to make the most out of the Quick Launch pane. Learn how to pin and unpin the Quick Launch pane, use the Search action feature, pin items to the Pinned Actions and matters to the Pinned Matters groups, move items around, and more!
Quick Launch makes it easy to navigate the software, lets each user customize the contents, and is available in all Tabs3 and PracticeMaster programs.
Watch this three-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.
We redesigned the Recap of Hours for Version 19, and included it on the new PracticeMaster Dashboard. Want to see how you can take advantage of this great feature?
The Recap of Hours can be displayed three different ways, and shows both billable and non-billable time, with the option of including unprocessed timer records in PracticeMaster. Check out the Recap of Hours video as it walks you through the new look, new features, and customization options.
Watch this two-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 create separate tab groups in the Tabs3 software? Tab groups provide the ability to show two or more Tabs3 windows at the same time. This is especially handy when it’s necessary to compare data.
The Tabbed Mode Splitscreen training video shows you how to turn on the Tabbed Interface and then walks you through creating new horizontal and vertical tab groups by dragging and dropping tabs or via the Windows menu. You’ll also learn how you can move tabs between tab groups or reorder tabs within the same group.
Watch this two-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 | Training Videos.
Wondering what all the fuss is over the new look of Version 19, but don’t have time to read up on it? It takes less than two minutes to watch it in action.
The What’s New in Version 19 video provides a quick overview of some of the coolest new features in 19 – the new look and navigation! Watch this video to see how the new font and text size changes the way you view the software. You can also see how to access the features you use most quicker than ever via the Home Page, Tabbed Interface, Quick Launch, and the PracticeMaster Dashboard.
Watch this two-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 | Training Videos.
Do you struggle with keeping track of where all of your pre-bills are at in the review process? Pre-Bill tracking makes it easy to track the progress of your billing cycle.
The Pre-Bill Tracking video provides an overview of how pre-bill tracking works in Tabs3 and how it can save you time. This video starts with how pre-bills are created via draft statements or work-in-process reports and then explains the Pre-Bill Tracking program. Each setting is explained as you are walked through the billing process.
Pre-Bill Tracking is a powerful productivity tool that lets you easily manage your firm’s billing workflow. It helps eliminate the problem of statements not being run for clients because the pre-bills were not returned.
Watch this six-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.
Working with a lot of data can be time consuming. However, PracticeMaster makes it easy by allowing you to restrict the records shown based on criteria you specify using filters. This powerful feature allows you to deal with just those records that apply to your situation.
The Filtering Overview video demonstrates how to select and clear filters via Quick Clicks on the List tab of data entry windows, how to select and clear filters in the Graphical Calendar, using the Search box, creating a simple filter, and how to rearrange filters in the Quick Clicks pane.
Watch this three-and-a-half minute video here:
Taking advantage of PracticeMaster filters will greatly enhance your ability to quickly and easily find exactly what you need.
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.
Did you know that you can easily produce graphs for several Tabs3 reports? Graphs provide a visual element and can be a great way to present information.
Graphs can be printed for the Timekeeper Productivity Report, Category Productivity Report, Timekeeper Profitability Report, and Productivity Report by Category for each Timekeeper. Twelve types of graphs can be printed, including bar graphs, pie charts, and line plots.
The About Graphs training video walks you through printing a graph, how to switch graph types in the Preview window, and explains each field on the Graphs tab of reports.
Take a look and see how graphs can improve your reports and presentation!
Watch this three-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.
Determining conflicts in a firm is important. PracticeMaster helps make it easy.
PracticeMaster’s Conflict Search is a powerful tool that can be used to find all occurrences of specified text to help determine if any conflicts are present. Fully indexed files are used, providing lightning-fast search times.
The Conflict of Interest Search video provides information on how to access the Conflict of Interest, examples of a simple search as well as a more complex search, and shows the benefits of the drill-down feature in the Preview window.
By allowing you to search all of your records in seconds and helping you maximize your productivity, the Conflict of Interest Search is one of the ways in which PracticeMaster saves you time. Make sure you’re taking full advantage of this great feature.
Watch this three-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.
Work-in-process reports can provide valuable insight into what can be billed to a client, as well as what will be owed once billed. These Reports provide detailed information about work-in-process transactions, along with client-related information.
The Detail Work-In-Process Report is one of the most customizable reports in Tabs3. You can set it up to include only the transaction details that you need to see, and you can even control which columns print on the report. The Detail Work-In-Process Report provides access to all of the unbilled transactions for your clients and can be used as a pre-bill to assist with billing decisions prior to generating final statements.
The Summary Work-In-Process Report provides a quick summary of clients’ status for reviewing previous balance and payment/credit information in addition to how much each client would owe if all work-in-process were billed today.
The Detail and Summary Work-In-Process Reports video walks you through the different options for each report, and shows you an example of what each report looks like. Information on the generated reports is also provided.
Watch this nine-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.
If you’re not already using client funds, you may be wondering how to set it up and start using it.
The Client Funds feature in Tabs3 can be used to maintain a separate accounting of client funds for non-refundable retainers. These funds are kept separate from the client’s accounts receivable balance and are typically deposited in the firm’s general account.
Before entering client funds transactions, you must first set up the client. Once the client is set up, you can use the Client Funds file to enter client funds transactions. Deposits, withdrawals, and payments to the firm can be made to the client funds account.
The Using Client Funds video walks you through setting up a client for client funds, including more information on each of the setup options. This video will also walk you through entering a Deposit and a Payment to Firm, explaining how each field affects how the transaction is handled.
Watch this eight-minute video here:
Note: Other funds such as trust funds, escrow funds, refundable retainers, etc., can be entered as Client Funds, but using a trust account system (such as Tabs3 Trust Accounting Software) is recommended to better comply with state bar recommendations.
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.
Do you manually add every calendar record individually for events that repeat on a regular basis? Save time by using PracticeMaster’s Recurring Dates feature!
PracticeMaster’s Recurring Dates feature allows you to quickly add multiple calendar records with the same information for different dates. This feature is quite useful for creating dates for repetitive tasks such as client review, filing deadlines, etc. You can even link a series of dates, making it easy to change or delete all records in the same series.
The Recurring Dates video walks you through adding calendar records for a meeting with a monthly recurring date. For this scenario, the video shows you how to create records on the third Thursday of every month for the next two years. The video then shows you how easy it is to change the date for all of the newly created meeting records to the third Friday of every month, instead.
Using PracticeMaster’s Recurring Dates feature makes it easy to create multiple linked calendar entries for a task or event that occurs on a regular basis.
Watch this three-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.
Is it time to review billing rates? The Client Rate Report allows you to print a list of clients, along with their default billing rates. Additionally, fee and cost rate tables, timekeeper level rates, and the client’s billing rate code can be included. This report is especially useful when reviewing rates or if you need to change the hourly rate for one or more timekeepers.
The Client Rate Report training video walks you through running the report, and then reviews the generated report.
Watch this two-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.
Do you need a report that shows one or more clients’ billing histories, as well as a way to track the client’s balances due? Look no further than the Client Ledger Report!
The Client Ledger Report shows the amount of payments, fees, expenses, and advances. You can optionally include finance charge, fee sales tax, expense sales tax, advance sales tax, the balance due for each statement, and more. Detailed billed information that shows amounts billed by timekeeper and Cost Type can also be included on the detail reports.
Check out the Client Ledger training video to see how the options in this report can be used to maximize output, as well as see what the end result looks like.
Watch this four-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.
PracticeMaster’s Report Writer is a powerful report creation utility, which allows you to pull information from any record in PracticeMaster and format the output as needed. This allows you to create virtually any report you need out of the system.
The Custom Report Writer training video walks you through creating a Client List that sorts clients by the city where the client is located. Additionally, this video will take a brief look at some of the other Report Writer options including report creation using the Report Writer Editor.
Watch this six-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.
During a typical monthly billing cycle, many steps are performed that lead to the production of statements. Once statements have been produced in their final form and sent to clients, do you follow the recommended steps to close the month in Tabs3?
It is important to follow Month-End procedures in order to make sure that statements are archived, you have the desired reports printed, data is error-free, and you have a solid internal backup. The Month-End Procedures video provides more information on performing these recommended tasks after statements have been run.
Watch this four-and-a-half-minute video here:
For information on Year-End Procedures, refer to Knowledge Base Article R10429, “Year-End Overviews for Tabs3 Software Products.”
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.
Did you know that you can convert calendar, e-mail, note, phone, research, timer, and document records into fees? This allows you to easily bill your client for the time spent on their matter.
The Converting Records to Billable Fees video shows you how to convert records to fees via the Matter Manager, Calendar and Journal file, and the Process Timer Records utility. Additionally, this video walks you through the Convert to Fee Settings, which allow you to specify default settings to be used (e.g., Tcode, Minimum Time to Bill, etc.) for each type of record.
Watch this eight-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.
Matter mode is a special status for the address on the Address tab of the Client file that allows the address to be used for that matter only and not be shared by other matters for the same client. But what does this mean, and when should you use Matter Mode?
The Understanding Matter Mode video explains when Matter Mode is used, what the drawbacks of using Matter Mode are, and how to determine which clients are currently in Matter Mode.
Watch this one-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.
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.
Have you customized PracticeMaster files to show the fields you want to see in the order you want to see them? The ability to add fields to any file in PracticeMaster and then organize them as desired is one of PracticeMaster’s most powerful customization features. Want to know how you can customize your files? Take a look at the Adding New Fields to Files & Form Designer video! This video walks you through adding fields to PracticeMaster via File Maintenance, and then making them visible via Form Designer.
Watch this two-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.
You may be using the default statements that came with the software, but did you know that there are many ways to customize statements? The Customizing Statements video provides an overview of the Statement Customization, Statement Designer, and Statement Templates programs.
When the video starts, you have the option of watching the video from beginning to end or jumping straight to one of the following three segments:
To learn more about how you can customize your client statements, watch this 19-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.
You just accepted a client who requires that you start using Task Codes. What needs to be set up, and how does Task Based Billing work? Throw in Taskbill, which may be required if a third party will process the bills, and you may not know where to begin or how it all fits together.
The Task Based Billing and Taskbill Training Video walks you through setting up a client for Task Based Billing, setting up Task Budgets, entering fees and costs, and an example of what a statement may look like. Additionally, this video walks you through the process of using Taskbill, including configuration and exporting.
Get a jump start on Task Based Billing. Watch this 10-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.
If you use PracticeMaster, do you use Quick Clicks? The Quick Clicks pane contains groups of links that allow you to customize your view, and provides access to many other features. The Quick Clicks pane can be pinned for immediate access to its features or hidden to maximize workspace. The Using Quick Clicks video covers all of the available options in this great feature!
Watch this five-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.
Watch this three-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.
Keeping clients secure in a law firm is part of maintaining ethical walls. Some clients may require that only certain users have access to reports and statements for the client. The Working with Secure Clients video walks you through setting up a secure client and explains how to also keep contact information secure by storing it in the client file only.
Watch this 2-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.
Do you know who your top clients are? Run the Top Client Report to see how your clients or matters measure up in hours worked, amounts billed, amounts paid, current amount due, and more! The Top Client Report allows you to obtain a report of your top clients or matters in Tabs3, based on your preferred criteria.
Watch this four-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.
Are you using Matter Manager? If you’re not, you may not realize its potential. The Matter Manager is your client activity dashboard. Not only can you see client and contact information, but you can also view fees, calendar entries, document management and journal records, a billing summary, reports, and more! Matter Manager is also customizable. Want to learn how Matter Manager can enhance your practice?
View this six-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.
From time to time, you may need to reduce a client’s outstanding balance, but how can this be accomplished? The Tabs3 Billing Write Off Clients training video walks you through the process of writing off all or part of a client’s balance.
View this three-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.