Firm information can change for many reasons, such as when you move, add partners, or the firm splits. Updating the software with your new information is important so that your firm is accurately represented on statements, checks, and more. Informing Tabs3 Software is also important so that information regarding changes to the software reaches you in a timely manner. Read More...
Did you know that some activities are logged in the software, such as when the software is backed up or restored? This information can come in handy when you want to determine when something happened and who initiated it. Read More...
We recently began journaling emails from clients into PracticeMaster. I have a large number of them from a specific client, and adding them one at a time will take longer than I’d like. Is there a way to journal multiple emails at one time? Read More...
If your firm needs to more efficiently and effectively track leads, grow prospects, and gain clients, a Client Relationship Management tool like Tabs3 CRM is the solution! Read More...
Sometimes you want to see more information about a file, such as whether a field is set to be included on a Conflict of Interest report, or if History Tracking is turned on. Read More...
Some people in our office tend to forget to assign alarms when creating calendar records in PracticeMaster. Is there a way to set a default alarm to certain types of calendar records? Read More...
We’ve added Tabs3 CRM! Tabs3 CRM (client relationship management) is a new add-on service that will help law firms build their business by tracking and managing potential client leads, and bringing them into PracticeMaster once they are a client. Read More...
What are indexes, and how can they help your firm? The indexes in PracticeMaster control the order in which records are displayed on the List tab of each file. Read More...
I have assigned a client's matter to an Area of Practice. How do I show the additional Area of Practice pages when looking at my clients? Read More...
