We created a new field in the Contact file. However, we also want this new field’s information to be displayed in the Client file when the associated contact is selected as the Client Name.  Is there a way to do this without having to reenter the information in both places?   Read More...


If you’re not already using client funds, you may be wondering how to set it up and start using it.   Read More...


Billing Q&A: Change Key Type

June 2018    Tags: ,
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Our firm wants to change our Key Type for Client IDs from mixed to numeric. What do we need to do to accomplish this?   Read More...


We need a list of which statement templates are assigned to each client so that we can confirm they are set to the right layout. Is there a report that will provide this information?   Read More...


I was asked by a client that has multiple matters to provide a single e-mail that includes all matters and include a combined cover statement. Can I configure the software to do all of this?   Read More...


I use the Search box in the Client file and have a whole list of fields available to search in. However, one of my coworkers only has four fields. How can I help them see the same fields as I do?   Read More...


When you need to send a statement to two different parties, what do you do? With Tabs3 Billing, you can automatically generate a duplicate statement by adding an Additional Bill To Address.   Read More...


Is it time to review billing rates? The Client Rate Report allows you print a list of clients, along with their default billing rates.   Read More...


We had a temporary staff member that we accidentally gave full manager access rights to while she was here. Is there any way that we can confirm no clients were deleted by this staff member before she left?   Read More...


After discussing the progress of a matter with the client, the partners have agreed to provide a $500 fee discount to the next statement. We want this reduction to be its own line on the statement so that it stands out to the client when they receive it. How can I accomplish this?   Read More...


We’re looking for a report to help us determine which clients we need to contact to discuss payment plans based on overdue amounts, last payments received, and amounts owed. What report should we run for this?   Read More...


We journal e-mails from Outlook to PracticeMaster and we noticed several journal records that have the wrong Client ID. How can we change the Client ID field on all of these journal records?   Read More...


My firm is representing two parties in a Workers’ Compensation matter. Because they were both involved in the same incident, they have the same witnesses for each of their matters. Is there a way for me to enter the witnesses into the Witness Information file of the Area of Practice for one client, and then just copy the files to the second client rather than reentering them?   Read More...


I want to send an e-mail to all of my clients notifying them of recent news with the firm. Is there a way this can be easily accomplished?   Read More...


We have a contact who is being assigned to one of our clients. Is there a report that will show if this contact has also been associated with other cases?   Read More...


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!   Read More...