Spotlight: Process Timer Records

November 2021    Tags: , , ,
No comments

With PracticeMaster, you can use timers to track the time you spend on research, planning, correspondence, and more. However, if you don’t turn timers into fees, you may be missing out on valuable time that can be billed to your clients.   Read More...


We added a new way to view clients, contacts, fees, costs, payments, client funds, and write offs without having to run a report!   Read More...


If you need to report on fees, costs, or payments, the Transaction File List or Task Code Billing Report is your answer.   Read More...


When it comes to maximizing your billable hours, it’s important to have a reliable timer feature that allows you to easily convert your time into fees.   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...


I represent an insurance company with over 80 active matters. This company is now requiring fee descriptions to not exceed 300 characters. Is there a way to put a character limit on fees for a single client?   Read More...


Transferring and replicating fees and costs just got easier in Tabs3 Billing! With the release of Version 19.1.11, two new buttons have been added to the Fee and Cost Entry windows, allowing you to quickly transfer or replicate an entry.   Read More...


Did you know that you can write all matters for a client up or down at the same time?   Read More...


Quick Tip: Change Client ID

June 2019    Tags: , , ,
No comments

In most data entry files, like the Journal, Document Management, and Calendar files, you can easily change the Client ID by opening a record and changing it or via the Change Client ID feature. However, before now, there wasn’t a way to change the Client ID for a fee or cost in PracticeMaster without deleting the record and starting over. We recently enhanced Version 19 (19.1.9.1136) so that you can now use the Change Client ID feature in the PracticeMaster Fee and Cost files!   Read More...