Whenever we add new clients, we always add the contact record first, during their consult. Is there a way to assign the “Client” Contact Category to a contact record every time a client is added? Read More...
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? Read More...
If you mark clients as Inactive, you likely do not want to see them most of the time. In both Tabs3 Billing and PracticeMaster, you can use filters to include or exclude inactive clients. Read More...
When setting up the software for the first time, the Key Type defaults to Numeric with 2 Decimal Places. However, some firms prefer to include letters in the Client ID or require additional decimal places. Both the Key Type and Decimal Places can be changed after the initial setup is complete, but there are a few things to keep in mind when considering making a change. Read More...
When I change the Client Name field, I can no longer pull them up by typing their name into any Client lookup fields. Why is this, and how can I fix it? Read More...
When you have multiple active matters, combining matters creates a single statement file. Including a cover statement makes it easy for a client to see what they owe for each matter at a glance. Read More...
Keeping clients secure in a law firm is part of maintaining ethical walls. Read More...
We want a calendar record automatically created every time we open a new Criminal Law client. The calendar record should remind us that in two days we need to request a copy of the arrest affidavit and bond information for the client. Is there an easy way to do this? Read More...
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! Read More...
From time to time, you may need to reduce a client’s outstanding balance, but how can this be accomplished? Read More...
You know that you can access clients via Tabs3 Connect, but did you know you have access to all fields in the PracticeMaster Client file and links to quickly send an e-mail, make a phone call, or create a fee? Read More...
When you have a client with multiple matters, what do you do when the client sends in a single check to cover all matters? Read More...
Do you want to start charging sales tax, but don’t know where to start? Sales tax must first be enabled in Tabs3 Billing Customization. You can then optionally set up specific transaction codes and/or clients to automatically include sales tax when billed. You can also specify sales tax on an individual transaction. So how do you set all of this up? Read More...
