Law firms have been using Tabs3 for over 40 years and during that time, the company has continually updated their program. They strive to offer the helpful features that attorneys need to get their work done each day. When you have the right practice management software you can focus on your clients instead of tedious tasks like emails, billing and documents.
The newest version provides even better tools for entering time and managing documents. The company boasts a 96% + satisfaction rating for customer support. A new survey shows that 9 out of 10 customers would recommend the program to their friends. Statistics like that mean a lot when you’re looking for practice management software.
So let’s check out all the features and see why Tabs3 is so highly recommended.
The Matter Manager displays a timeline of activity for any matter including client information. You can view all information pertaining to any case such as fees, notes, emails, documents, appointments, costs, and more. If you need to see whether a client has paid their bill, it’s easy to take a quick look at what’s been billed, paid, and the balance of the client’s trust account
Timekeeping and billing can be performed from your desktop so it’s easy to stay on top of your billable hours. Tabs3 can be paired with specific add-ons that work with the Legal Electronic Data Exchange Standard (LEDES) for safe transmission of electronic data so you can remain compliant.
Tabs3 is fully customizable so you can set it up to work the way your attorneys need it to. It works well for partnerships or solo practices. You can use this program in many ways – to invoice, reconcile bank statements, process payments, and manage client trust accounts. It integrates fairly well it with other software you use, such as Office 365.
Other features include:
- Security options that are tiered for user preference, and may include encryption for ultimate protection
- Virtually unlimited billing options that include standard hourly, contingency, flat fee, retainer, split fee, and task-based methods
- Conversion tools to transfer information from Timeslips and other software to Tabs3
- Extensive reporting capabilities
- Calendars designed especially for attorneys
- Better conflict of interest searches
- Helpful reports that make it easy to stay on top of your firm’s activities
Track your Time
Tabs3’s helpful timers can track time whatever you’re working on, and then turn billable hours into fees that will appear on the client’s next statement. They offer an upgrade to Platinum that includes Tabs3 Connect. This helpful feature works while you’re away from the office using a smartphone or tablet. It offers a number of helpful functionalities like the ability to enter time, view documents, check your calendar and more.
For most practices, cash flow is important. With Tabs3’s comprehensive invoicing functions, you can print out statements to retain for your files or mail to clients. You can also email them as PDFs. If you have a lot of statements to send out, your staff can send them in batches. Of course, you can accept credit cards, but you can also include a credit card remittance form on invoices thus allowing you to get paid faster. It’s easy to update an invoice or bill. Just click on any transaction to edit or update it.
Secure your Information
Tabs3 has a helpful feature that allows you to password protect statements for your high-profile clients. Restrict users from viewing, editing, or deleting information from any client or matter. This can help with cyber security and prevent costly accidents where a new employee might go into an account and enter incorrect information. Access to client profiles can also be restricted to ensure that sensitive information remains secure.
Set Up Compensation Rules
You may have multiple attorneys who should be compensated from a wide variety of cases. Now you can set up compensation rules for originating, primary and secondary timekeepers. For instance, Jeff gets 3% of receipts from JMB Insurance up to $10,000 while Sarah gets 4% of receipts from work done for Dorado Casinos.
Tabs3 has a lot of great reviews and positive feedback. It might be exactly what your firm in Las Vegas has been looking for. If you need more information about Tabs3, Worldox, Clio or other popular practice management programs, Network Heroes can help.
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