We are preparing to perform our year-end procedures, but could you make any recommendations on what reports I should make sure that I run as part of those closing duties? Read More...
We had one of our clients go missing in the system and want to look into a backup from before they were deleted. How can we identify when a client was deleted? Read More...
We want to start sending out birthday cards to clients that have upcoming birthdays. Is there an easy way to see which clients have birthdays next month so we can start to prepare cards for them? Read More...
I need a report that shows how much a client has paid and what remains uncollected, broken down by timekeeper. Is there a report that will provide me with that information? Read More...
We have made an agreement with a client that no matter which timekeeper works on their case, the firm will charge a set hourly rate. Is there a way to make sure that the client is automatically billed the hourly rate when entering fees? Read More...
We received a final payment from a client whose matter is closed, but it didn't cover the entire amount due. After discussing the situation with the client, we have decided that we would forgive the amount he didn't pay. How can I reflect this properly within Tabs3? Read More...
You can specify Statement Notes for individual clients, which can then be automatically cleared once the statement has been updated. 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...
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...
We are making changes to our statement templates and want to know which clients are currently using each template. Is there a report that we can run that would provide this information? Read More...
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. Read More...
We have several clients with the same client name, so searching for them brings up multiple results. Is there any way to make the search more unique? Read More...
I need to find out which contacts were involved with a specific client matter. Is there a report that provides this information? Read More...
