Manage Your Matters
The Tabs3 Billing Matter Manager works the way you do, with simple and quick access to all things billing-related for each matter. Review or update key metrics, such as accounts receivable, work-in-process, and trust balances. Perform common tasks, run reports, and quickly see a list of the recent activity as well as all statements, payments, and write offs.
Track Your Time Easily
Timers help you track time as you go, and then turn billable hours into fees that will appear on the client’s next statement. Upgrade to Platinum and use Tabs3 Connect to enter time, and view your calendar and documents while you are away from the office via smartphone or tablet.
Bill Exactly the Way You Want To
Tabs3 gives you virtually unlimited billing rate flexibility. Use attorneys’ standard rate, bill by timekeeper level (partner, associate, etc.), or create custom rates for any timekeeper for any client. You can also use contingency, split fee, flat fee, retainer, progress, and electronic task based billing.
Tools to Get Your Bills Out Faster
Print statements and email them as PDFs. Email statements one at a time or in batches, and password protect statements for high-profile clients. Print draft statements and track which ones are still under internal review. Accept credit cards and include a credit card remittance form on a bill to get paid faster. Click on any transaction on a bill to edit or update it.
Accept Credit Cards
The best way to accept credit cards for your firm is with Tabs3Pay. Make deposits to Tabs3 Billing and Trust Accounting.
Dashboards
With Tabs3 Billing’s new dashboards, you can use graphs to quickly assess Accounts Receivable, Work-in-Process, Cash Receipts, and Billing History historical data. You can also configure user profiles to limit access to this firm-wide information.
Reports to Stay On Top of the Business of Law
Take the guesswork out of making business decisions. Use Tabs3 reports to track attorney productivity and client profitability. Understand which areas of practice are best for your firm’s bottom line and rank your top clients by fees paid, amounts due, and more.
Secure Your Information
Restrict the ability of any user to view, enter, edit, or delete information from any client or matter. Access profiles make sure that sensitive information remains secure, and strengthen the ethical walls in your firm.
Advanced Compensation Rules
Set up compensation rules for originating, primary and secondary timekeepers. For example, Kathy gets 2% of receipts from ACME insurance up to $10,000 and Bruce gets 5% of receipts from work done by Kari, Deb and Phil.
What software does Tabs3 Billing Software integrate with?
From small law firms to in-house legal departments, attorneys use many tools for time and expense tracking, law practice management software, client management, and more. It’s critical that they integrate seamlessly. You can see the list of software that integrates with Tabs3 Billing by clicking here.
Can I use Tabs3 on my phone?
Tabs3 Connect provides access to Tabs3 and PracticeMaster anywhere you can connect to the internet. No apps to download, simply log in using your phone, tablet, laptop, or offsite computer to track billable time, record expenses, schedule appointments, and more. Tabs3 Connect gives you access to:
- Client and contact information
- Fee and cost entry
- Personal and firm-wide calendar
- Matter Documents
- And more
What accounting software should I use with Tabs3 Billing?
While accounting software like QuickBooks and QuickBooks Online are popular and powerful tools, they aren’t legal accounting software. They lack features like built-in trust accounting functionalities to help keep your law firm compliant and efficient. Tabs3 Financials is an efficient and compliant solution for your law firm’s accounting software. This seamless integration between Tabs3 Financials and Tabs3 Billing will save you hours of data entry time. Tabs3 Financials products include trust accounting software, general ledger software for financial reports, and accounts payable software for check writing. With the same look and feel as Tabs3 Billing, Tabs3 Financials will be easy to learn. If you ever have a question, you can call our experienced support team. They’re always happy to answer your questions about any of the products and how they work.
Can I set different billing rates for each client and case?
There are many nuances to law firm billing, from flat fees to different billing rates for attorneys. Tabs3 allows law firms flexibility in their legal billing process. In Tabs3 Billing, you can use a billing rate table that lets you set multiple rates for each timekeeper. You can also customize rates by creating a billing rate table for each timekeeper or timekeeper level (e.g., partner, associate, paralegal, etc.) for a specific client or case.
Can I customize my statements?
Yes. Tabs3 Billing’s statement designer lets you customize statements by adding and positioning images, text and data on your statement.
Can I email statements to clients?
Billing clients via mail isn’t enough anymore. Legal billing software needs the option to bill clients via mail AND email. That’s why Tabs3 includes the option to deliver statements to clients via mail, email, or both. Watch our video on emailing statements.
Can I manage retainers using the Client Funds feature in Tabs3 Billing?
If your law firm’s retainers are held in your firm’s operating account, then Client Funds is a great place to manage those retainers. If your law firm holds those funds in a separate account, such as an IOLTA Trust Account, then the Tabs3 Trust Accounting Software is the best way to manage those funds. Learn more about Tabs3 Trust Accounting Software.
Can I customize Tabs3 reports?
Yes. Tabs3 Billing Software lets you customize your reports. You can choose which columns are included in a report and you can use formatting, such as bold fonts or shadows, to highlight specific parts of a report.
Can I get a quick financial view of a client?
Yes. The Tabs3 Billing Matter Manager gives you a quick look into all of a client’s vital statistics. A client’s contact information, recent payments, work-in-process, accounts receivable, client funds and trust balance are neatly presented on-screen. Tabs3 Billing Matter Manager also gives you one-click access to the tasks you do most often. Customize them so that the reports you run and the forms you fill out every day are only one click away.
What is a “Timekeeper?”
A “timekeeper” is anyone who has their time tracked in Tabs3 Billing Software.
What is an “Active User?”
An “active user” is anyone who is logged into Tabs3 Billing Software at a given time.
How do I convert from Timeslips to Tabs3 Billing Software?
Tabs3 Software offers a free program that will automatically convert your Version 10 and later Timeslips data to Tabs3 Billing. You can learn more about this conversion program and our 20% discount here.
What are the benefits of a maintenance plan?
Even the best legal billing software requires support and maintenance over time. A Maintenance Plan provides you with free technical support, software updates, and substantial discounts on upgrading Tabs3 Software to allow more users or gain more features. A Maintenance Plan or monthly subscription is required to use Tabs3 Software.
Can I accept credit card payments using Tabs3 Billing?
Online payments are an effective and efficient way to boost your law firm’s profitability while delivering a better client experience. As part of Tabs3 Billing for law practices, Tabs3Pay lets you accept online payments and authorize credit card and eCheck payments directly within the software.
Does Tabs3 support electronic task-based billing?
Tabs3 is up to date with the most recent UTBMS formats specified by the LEDES Oversight Committee. To use task-based billing with Tabs3, you need to purchase a Tabs3 Taskbill Software license. Learn more about Taskbill.
"After using Timeslips for over a decade, we were ready for a change. We never found Timeslips to be intuitive...the program was difficult to figure out and the customer service was non-existent. Tabs3 has been a breath of fresh air. The program is easy to figure out and the customer support has been top notch. I can be confident that when I call for assistance, I will reach a helpful and competent representative. I have nothing but good things to say about Tabs3 and would recommend it without a second thought."
Amanda Oster, Administrator
Thurman Law Office
"Tabs3 is amazing with billing allocations. It allows us to do fee splitting that most web-based programs do not allow."
David Adams, Partner
Pathway Law LLC
Case Studies
30 Years and Counting – Accuracy, Efficiency, and Flexibility
“Every client has different requirements for billing and Tabs3 gives us the flexibility to adapt to clients’ wishes.”
In order to better track billable time and make it easier to manage court calendar and court document submission requirements, Ericksen Arbuthnot turned to Tabs3 and PracticeMaster. Keep reading to see how they were able to spend more time providing legal services and securing new clients.
Trading Timeslips and TimeMatters for Tabs3
“The biggest benefit the Tabs3 solutions deliver is…they can now turn more of their focus towards helping our clients.”
Lawyers and staff members at Michael Sullivan & Associates needed a program that would allow them to spend more time servicing clients, cut down on the end-of-month billing cycle, and create a paperless office. Continue reading to see how Tabs3 helped them accomplish these goals and more.