I ran a Detail Work-in-Process Report and noticed that several of the entries had a status of “U” on them I’m not familiar with that status; what does a “U” status mean?   Read More...


We have a new attorney starting that has their clients’ recent fee data in a spreadsheet. Is there any way to import this information, or do they need to enter it in manually?   Read More...


In a law firm, there can be an overwhelming amount of information to manage – matter information, contact information, upcoming meetings, research, emails, and documents galore. But there is hope! PracticeMaster can help make you more organized than you’ve ever been before. PracticeMaster provides the tools you need to manage it all.   Read More...


When I use the PracticeMaster Outlook plug-in to create a fee based on an email, the fee record defaults to the wrong timekeeper number. Can I change it to default to a different timekeeper number?   Read More...


Our attorneys enter their own time entries. However, we noticed that one attorney has been using the wrong bill code on one of his client cases. Is there any way to change all of the transactions at once?   Read More...


When you’re not at the office and you need to record the time you spent on a matter or a cost you incurred, what do you do? Why, log into Tabs3 Connect on your phone or tablet, of course!   Read More...


Billing Q&A: Fee View Options

April 2020    Tags: , ,
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One of our timekeepers only sees their own fees when looking at the Fee Entry List, but can see all fees via the Transaction File List. Why is their Fee Entry List limited?   Read More...


Billing Q&A: Fee Compensation Rules

April 2020    Tags: ,
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We have an attorney that will be receiving 15% of all receipts collected by paralegals on a certain client. Is there a way to set this up in Tabs3?   Read More...


Billing Q&A: Tracking Fee Changes

March 2020    Tags: , ,
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I edited several fees a few days ago. However, I was informed that I need to change one of the values back to what it was before, but we don’t remember what the original values were. How can I determine the original values so that I can change them back?   Read More...


One of the attorneys is requesting a report to see which clients, for which he is the Primary Timekeeper, have Fee Compensation rules set up. Is there a report that can show this?   Read More...


When a timekeeper’s rate changes, it can be tricky to make sure that all fees are entered correctly before and after the change. Tabs3 takes the stress out by providing the ability to change rates automatically based on the date of the fee.   Read More...


We need to make a change to a Fee Rate Table that is shared with a number of clients. However, we may need to create a new Fee Rate Table if not all clients should be affected by this change. How can we tell which clients are set to use this table?   Read More...


Billing Q&A: Detail Fee View

December 2019    Tags: , ,
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We want to restrict certain users from seeing the rate and amount fields when entering fees. Is there a way to do this?   Read More...


Billing Q&A: Aged WIP Report

December 2019    Tags: , ,
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I need to review all of the unbilled fees for a certain client, but I really need them broken down into their respective aging periods. Is there a report that can provide this information?   Read More...


I’m generating firm-wide statements but only want to generate draft statements for clients that have something new to bill. How can I generate statements without including clients with only a previous balance due?   Read More...