I want the next billing for a client to show the total fees for all of his matters equal to a specific value. Is there a way that we can do this just once?   Read More...


I want to start assessing a Finance Charge on a client. How do I set this up?   Read More...


Billing Q&A: Progress Billing

February 2019    Tags: , ,
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I need to send monthly statements to a new client, but the actual amount we’re going to bill them will not be determined until later. Does Tabs3 have a way to accommodate this?   Read More...


We want to generate a list of all open clients who have not had any fees or costs entered in the last 6 months. Is there a report that we can run to give us this information?   Read More...


When I receive a single payment to apply toward multiple matters for a client, is there an easy way to apply it to each of the matters all at once?   Read More...


Video of the Month: Pre-Bill Tracking

December 2018    Tags: , ,
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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.   Read More...


Is there a way that I can run statements for my clients and exclude those that have a negative amount due?   Read More...


Billing Q&A: Duplicate Contact IDs

December 2018    Tags: , ,
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We recently retained a new client whose name is the same as another of our established clients. When we try to create a new client file for them, entering their name pulls up the client we already have. How can we enter our new client separately?   Read More...


Spotlight: Matter Manager

November 2018    Tags: , ,
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Do you use Matter Manager? Matter Manager presents client and contact information in one easy-to-read window. Emails, phone calls, client notes, documents, and more are organized so that you can see exactly what has been done for the matter and when.   Read More...


Billing Q&A: Customizing Client Manager

October 2018    Tags: ,
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I often work in Client Manager, but I don’t use all of the reports and programs shown at the bottom. Is there any way to customize this section?   Read More...


How do I bill a client a flat amount for the work I perform?   Read More...


One of my clients is requesting to see a complete history of their trust activity. Is there a report I can run that can accomplish this?   Read More...


We route Detail Work-In-Process Reports to our timekeepers for review instead of draft statements. I discovered today that one client who has work-in-process has been excluded from this report the last two months. I double-checked the selected report criteria, and the client should be included. What could cause this client to be skipped?   Read More...


Billing Q&A: Billing Categories

August 2018    Tags: ,
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I was looking at our Billing Categories and I noticed that I have two categories that have the same description. Is there a way to merge the duplicate categories into one?   Read More...


Billing Q&A: Client Ledger

August 2018    Tags: , , ,
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Our firm is doing an analysis of all the write offs that we performed last year, listed by client. Is there a report in Tabs3 that can do this?   Read More...


I just found several new clients that were not included when I generated statements. It appears that new clients are not defaulting to having the Release to Bill check box selected, and so I have to manually select it. Is there a way to make Release to Bill the default setting for new clients?   Read More...