There are many reasons why you might want or need to credit or refund a client’s account. Likewise, there are many ways to make a credit to a client’s account. While the easiest way may seem to be entering a credit transaction (i.e., entering a negative fee or cost), this may not be the best way to handle the situation.   Read More...


Did you know that you can do more with Entry Lists than see current work-in-process transactions? The Fee, Cost, Payment, and Client Funds Entry Lists can be printed, filtered, and set to include archived records.   Read More...


Feature Article: Flat Fee Billing

March 2017    Tags: , ,
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Do you make manual adjustments for flat fee clients when you’re ready to bill them? If so, you may be making billing more difficult than it needs to be. Tabs3 Billing provides a way to streamline billing for flat fee clients.   Read More...


It’s officially a new year! In the fuss of all your regular year-end tasks, don’t forget to review these sometimes overlooked items: Timekeeper Rates, Timekeeper Profitability Figures, Client and Task Based Billing Budgets, and General Ledger Budgets!   Read More...


When adding features for Version 18, we did not overlook Tabs3 Connect! Check out these new enhancements included when you update to Version 18!   Read More...


Did you know that you can quickly convert Journal, Calendar, and Document Management records into billable fees? Use the Convert to Fee option in PracticeMaster to convert e-mails, research records, timers, notes, meetings, tasks, documents, and more into fee records. Converting records into fees helps make sure your clients are being billed for the time you spend on their matters.   Read More...


You close the Fee Entry window in Tabs3 Billing and the Fee Verification List window comes up. Do you automatically click Cancel? Verification lists make it easy to confirm what activities have been done by whom in the software.   Read More...


Did you know that you can easily split fees and costs between multiple matters in Tabs3 Billing? The Split Billing program provides the ability to enter fees and costs once, but have multiple matters pay for them.   Read More...


Did you know that you can add the PracticeMaster Toolbar icons to the Quick Access Toolbar in Microsoft Office 2007 and later?   Read More...


Tabs3 Connect has been around for some time now, but what exactly is Tabs3 Connect, and what can it do for your firm? Tabs3 Connect is a Platinum feature that provides access to Tabs3 and PracticeMaster anywhere you can connect to the Internet. No apps to download, simply go to Tabs3Connect.com and log in using your phone, tablet, laptop, or other internet-enabled device. Access client and contact information, enter fees and costs, use Matter Manager, access your firm’s calendar, receive alarm notifications, send and receive eNotes, and download documents and e-mail attachments via Tabs3 Connect. On smartphones and tablets, you can tap to create a fee, and flick to scroll through a list.   Read More...


You may work with multiple matters throughout the day, so how can you ensure that you are keeping an accurate account of how much time is spent on each task?   Read More...