Run your law firm from anywhere without sacrificing the security, reliability, and flexibility you depend on from Tabs3 Software.
PracticeMaster is now available in Tabs3 Cloud. With this new release, users have more ways to access the powerful features and tools that have transformed the way legal professionals work, in addition to the cloud-based billing and financial tools already accessible in Tabs3 Cloud.
Which features are now available in Tabs3 Cloud?
Legal professionals have already been able to access their billing and financial tools via Tabs3 Cloud, including:
- Time tracking from anywhere: Tracking time is an essential part of accurate, efficient legal billing. With Tabs3, you can track time as you go from anywhere in the world.
- Faster invoicing: Tabs3’s flexible billing features, including pre-bill tracking and email statement options, help get your bills out faster than ever before.
- Access Tabs3Pay: With Tabs3 Cloud, legal teams can access their online payment portal, send trust requests, create payment schedules, and review client payments.
Now, in addition to billing and financial tools, Tabs3 Cloud users can work more efficiently and flexibly than ever before with access to PracticeMaster features. These features include matter management tools, legal calendaring, document management, and more.
Manage your case matters with the Matter Manager
Your client work is the bedrock of your firm. Without access to it, progress and communication are all too easily stalled. The PracticeMaster Matter Manager allows you to update case information, examine research notes, review costs and fees, and even see the status of your client’s billing status or trust account balance.
Stay on top of your legal calendar
More than just a “view,” legal professionals can access the full functionality of their legal calendar through Tabs3 Cloud. Drag and drop events to reschedule them, or look at your firm-wide calendar for the entire office. Users can view appointments by day, week, or month and find appointments by staff member or type of activity.
Prevent conflicts of interest
No more waiting to go into the office to check a conflict of interest. Now Tabs3 Cloud users can instantly find possible conflicts of interest with the Conflict of Interest Search. Not sure you have all the information or the right spelling? With PracticeMaster, you can search for conflicts of interest with phonetic spelling or partial words.
Streamline document management and automation
Manage your documents outside of the office without sacrificing security. Now you can organize your files and save documents into your practice management system from Microsoft Word, Microsoft Excel, or Microsoft Windows Folders, whether you’re in the office or working remotely.
Legal professionals can also access PracticeMaster’s Document Assembly automation feature to fill forms and contracts quickly and accurately. This feature allows users to pull information from PracticeMaster and populate documents for a high-quality first draft.
Explore the power of legal CRM from anywhere
Focused on growing your law firm? Bringing in clients more quickly? Expanding your marketing? Your legal client relationship management (CRM) software will play an important role.
Legal CRM software helps law firms build stronger client relationships, streamline client intake, and improve marketing efforts. With the expanded Tabs3 Cloud, legal teams can now access their legal CRM from anywhere.
With add-on product Tabs3 CRM, law firms can:
- Customize intake forms for each area of practice
- Build logic-based intake forms that identify qualified leads faster than ever
- Follow up with prospective clients automatically, even if they reach out at night or on the weekend
- Increase the number of touchpoints with leads and current clients
- Build a sustainable, effective marketing strategy
- Use insightful analytics to make strategic decisions for your marketing plan
These capabilities optimize your law firm’s growth and support long-term, trusting client relationships. And because PracticeMaster is now available in Tabs3 Cloud, you can add on Tabs3 CRM to access these features from anywhere to review analytics, adjust marketing campaigns, draft automated responses, review client intake data, and more.
Frequently asked questions about Tabs3 Cloud
Is Tabs3 Cloud secure?
Client confidentiality and data security are essential. Tabs3 Cloud is committed to providing law firms with advanced security and data privacy measures, so you can focus on the work at hand.
Tabs3 Cloud has the features necessary to protect sensitive client information and firm data against unauthorized access and breaches. The software incorporates security best practices such as:
- Data encryption to secure sensitive information
- Role-based access control to help firms adjust access to data based on user roles
- Two-factor authentication for an extra security measure against unauthorized access
- Regular security audits for ongoing security assessment and enhancement
- Payment Card Industry Data Security Standards compliance
How do law firms benefit from Tabs3 Cloud?
Every law firm can benefit from cloud-based practice management’s enhanced efficiency, reduced costs, and increased collaboration.
Tabs3 Cloud, and cloud-based software in general, works well for law firms that don’t have readily available IT support or don’t want to manage their own server. For many small law firms without dedicated IT personnel, this option provides the perfect combination of functionality and flexibility without the responsibility of managing their own server.
Law firms further benefit from Tabs3 Cloud’s exceptional support team that provides users with access to U.S.-based customer service. This support extends from technical issues to helping law firms leverage Tabs3 Cloud features for maximum benefit.
How can Tabs3 users see Tabs3 Cloud in action?
Tabs3 Cloud combines Tabs3 features with the accessibility of the cloud. Schedule a demo to explore how Tabs3 Cloud can streamline your operations, enhance collaboration, and safeguard your data.
