We are pleased to inform you that we now provide e-mail support to firms with a current maintenance plan! If you have a question for support, but prefer to reach us by e-mail, send us your questions. Read More...
Do you need a report that shows one or more clients’ billing histories, as well as a way to track the client’s balances due? Look no further than the Client Ledger Report! Read More...
PracticeMaster’s Report Writer is a powerful report creation utility, which allows you to pull information from any record in PracticeMaster and format the output as needed. This allows you to create virtually any report you need out of the system. Read More...
Did you know that we release enhancements to the software on a regular basis? Enhancements can range from fixing issues we have found to adding new functionality that helps make the software work better. Although we don’t typically announce these changes, you can quickly and easily check to see if there are any new updates available from within the software. Read More...
During a typical monthly billing cycle, many steps are performed that lead to the production of statements. Once statements have been produced in their final form and sent to clients, do you follow the recommended steps to close the month in Tabs3? Read More...
It’s common to want to compare report information, but not all reports in Tabs3 can be compared. A field on one report may be calculated one way, while on another report it is calculated another way. For example, on one report payments may be calculated based on transaction date, while on another report they are calculated by allocation date. So how do you know which reports can be compared? Read More...
Did you know that you can convert calendar, e-mail, note, phone, research, timer, and document records into fees? This allows you to easily bill your client for the time spent on their matter. 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...
Most offices have standard hourly billing rates that they charge clients. Of course, there are also those special client whose rates differ from the standard rates, but what options are there for customizing rates? Read More...
