Keeping clients secure in a law firm is part of maintaining ethical walls. Some clients may require that only certain users have access to reports and statements for the client. The Working with Secure Clients video walks you through setting up a secure client and explains how to also keep contact information secure by storing it in the client file only.
Watch this 2-minute video here:
Training Videos can be accessed 24 hours a day, 7 days a week, at Tabs3.com/videos. You can also access Training Videos while in the software by selecting Help | Documentation and then clicking the See also link for Tabs3 and PracticeMaster Training Videos.
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