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Is there a way to force the descriptions for all transactions on our statements to display in uppercase text?   Read More...


PracticeMaster Q&A: Link to Website

September 2022    Tags: ,
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Many of our meetings take place on Zoom (or another online meeting service). Is there a way to place a link in the Calendar File and make it clickable?   Read More...


When adding a payee, we misspelled the name. How can we change the payee’s name?   Read More...


We opened a new bank account recently that is going to be our main operating account. We added the account to AP; however, when we add new invoices, they default to the old account. Is there a way to set the new bank account as the default?   Read More...


I need to be able to subtotal my GL accounts in a different order to report on income for the firm. However, the current order is what the firm usually needs. I would only need this alternate order for reporting purposes. What can I do?   Read More...


Creating a new user is now performed via a wizard. Managers can create users in the User Configuration window of System Configuration, or in the Timekeeper Information window of Tabs3 Billing or PracticeMaster.   Read More...


Announcement: Holiday Hours for Labor Day

August 2022    Tags:
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Our office will be closed on Monday, September 5, in recognition of Labor Day.   Read More...


Tabs3 Billing includes the ability to insert a personalized link or button to Tabs3Pay in your email templates used for emailing statements and sending trust deposit requests.   Read More...


Spotlight: Fee Compensation Rules

August 2022    Tags: , ,
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Tabs3 Billing includes the flexibility to create rules that designate how payments are allocated to various timekeepers and to the firm. With Fee Compensation Rules, you have the ability to allocate payments for fees to the firm as well as to multiple originating, primary, and secondary timekeepers.   Read More...


Did you know that you can download and view documents for any of your clients from your phone, tablet, or laptop?   Read More...


Securely sharing documents and requesting eSignatures from your clients just got easier using LexShare!   Read More...


Did you know that you can create a Custom Activity List in PracticeMaster Matter Manager that shows the record types you want to see?   Read More...


We have two Statement Designer layouts that we want to combine into one layout. One is a header we used on Page 1, and one is a footer we used on Page 2. Is there a way to merge layouts?   Read More...


We sometimes have text that needs to be entered for more than one matter. Is there an easy way to do this?   Read More...


When it is time for a client to replenish a trust account, use the new Request Trust Deposit tool!   Read More...