Tabs3 Practice Management Blog for Law Firms

Successful client management is critical to a profitable law firm. But you cannot sit beside your phone and pick up every call. There are important legal documents to draft and review. There are meetings with plaintiffs and legal counselors. Arguments must be prepared, evidence must be gathered, and terms must be negotiated.

It can be a taxing cycle—you must make adequate time for current and prospective clients to address concerns, yet there is just so much other work to complete on the table. If you feel you have to do everything yourself, there’s a different way. Leverage software tools to streamline processes and provide better services.

If you find your law firm struggling to find time to onboard new clients, letting leads slip through the cracks, and leaving current clients on your call sheet to deal with later, it’s time to add client relationship management (CRM) software to your slate.

Legal-specific CRM software offers powerful benefits to modernize your law firm. However, not all CRM systems are the same. Learn how you can leverage Tabs3 CRM solution to increase business, provide better client relationships, and create a smoother intake process for your legal practice.

1. Utilize CRM to increase your business without increasing non-billable hours

It’s one thing to generate leads. It’s another to turn those leads into profitable client relationships. Tabs3 legal CRM can help bridge this gap by keeping leads and clients engaged throughout the client relationship lifecycle.

With tools such as automated drip campaigns and text message campaigns, it’s easy to stay in touch with potential clients who have visited the website. Tabs3 CRM allows you to create email drip and text message campaigns that include:

• Welcome messages with all the information needed to convert the client, such as relevant intake forms and communication expectations
• Email newsletter campaigns to stay top of mind with current and prospective clients
• Automatically scheduled follow-up messages to ensure a lead never slips through the cracks

Each email or text can be personalized with their name, legal services, needs, and more, so clients feel like they’re heard at each step of the process.

2. Create a smoother intake process that converts clients faster

For many practice areas, including personal injury law, immigration law, and criminal law, the defendant can be experiencing a moment of crisis. They need help quickly and don’t have time to wait for your phone call. Without a quick intake, they’ll just as quickly move on to a competitor.

Tabs3 CRM removes common intake bottlenecks and speeds the client intake process with smart intake forms. This customizable tool can:

• Customize entry fields depending on the client’s response
• Create specialized intake forms for each practice area
• Integrate data with Tabs3 practice management software seamlessly
• Simplify lead generation by sorting out qualified and unqualified leads

With Tabs3, you can communicate with new clients faster and save time on the client intake process. You won’t be bogged down by manual data entry anymore. Tabs3 automates that process so you can get in touch fast with qualified leads through automated messages and phone calls.

Meet clients where they’re at: mobile-optimized intake forms

Most people—97% of Americans age 18 to 45—own a smartphone. To capture every potential client, your intake forms must work on a mobile device or a tablet as well as a computer. Difficulty completing a form on a mobile device is one of the main reasons forms are abandoned.

Start your client relationships out on the right foot with Tabs3 CRM. Our mobile-friendly intake forms work effortlessly on every single device. With no barrier to filling out the form, your clients will complete it faster.

3. Provide exceptional client care with easily accessible information and automated communication

A few of the most common complaints from clients about their lawyers are neglect, lack of communication, and misrepresentation. Ensure that your clients feel seen and heard with Tabs3 CRM.

When all your client information is in one place, it’s easy to access and manage. You don’t have to hunt around paper files and leave your clients hanging. You can easily update them with questions on their case and give them status updates.

And you don’t have to do all this work yourself. Tabs3 CRM simplifies your workload by sending automated messages to do actions such as:

• Set up meetings with clients and leads
• Remind leads and other relevant parties about upcoming meetings
• Deliver follow-up paperwork related to their case

Regular communication with clients helps them remember the important work you’re doing for them, making them more likely to stick with your firm over the long haul. Spend less money on lead generation with improved client retention rates—increasing profitability for your firm.

4. Reduce administrative burdens to keep your focus on clients

It’s no big secret that attorneys spend many hours a day on non-billable administrative work. Those tasks are necessary, but they don’t necessarily need to be done manually.

Tabs3 CRM helps law firms by taking care of many administrative tasks, letting attorneys focus more on their clients. For example, when a new client contacts your firm, Tabs3 CRM can automatically input their details, create necessary documents, and set follow-up appointments without manual effort.

It also works well with other software to keep all client information within your legal practice management system, reducing mistakes and improving overall efficiency. This ensures that all data is up-to-date and easily accessible, so attorneys can quickly retrieve client information and focus on providing quality legal services.

Keep clients happy, without more non-billable hours, with Tabs3 CRM

Tabs3 CRM allows your law firm to have the best of both worlds: streamlined workflows and happy clients. Use our automated systems to communicate with clients regularly and meet their needs, without adding more tasks to your workday. With our seamless integration into the practice management software your law firm already uses, Tabs3 CRM is easy for your team to use and implement.

Learn how Tabs3 can improve client relationships at your law firm, and schedule a demo with our team today.

A website acts as your law firm’s online calling card, a one-stop shop where customers can learn the basics about your firm without even making a phone call. But that’s not the sum total of what your website can do. Your website is an opportunity to generate leads, build trust with clients, and create a positive experience working with your firm.

Yet not all websites are equal. A website that dates back to the Dot-Com Era won’t provide your law firm the same value as a polished, new site. Here are five ways a new, professional website can help you bring in new clients, build your firm’s reputation, and increase profits.

1. Create a home base for lead generation campaigns

A lead generation campaign is a strategic marketing activity that attorneys can deploy to attract and capture potential clients’ interest in a service, ultimately generating leads for the firm. These campaigns can come in many shapes and sizes, but they generally work in this order:

1. A potential client discovers your firm through one of your marketing channels (e.g., social media, paid advertising, attorney listing, etc.)
2. That visitor then clicks on a call-to-action (CTA)
3. That CTA takes your visitor to a landing page, a web page intended to capture lead information in exchange for an offer (e.g., consultation, downloadable eBook, webinar, etc.)
4. They complete a form in exchange for the offer

If you’re still relying on an older website to generate leads, you may miss out on potential opportunities. A new website can incorporate modern lead generation tools more easily, such as chatbots or opt-in forms, helping convert visitors into clients.

2. Showcase expertise and credibility with valuable content

People often need legal services during difficult moments, whether it be a divorce, personal injury, or a business contract gone awry. They want the most qualified and trustworthy lawyers to handle their cases.

Yet does your website contain up-to-date legal information? Does it reflect your most recent wins?

If not, then you may struggle to gain the trust of potential clients.

Website content is the simplest way to showcase your law firm’s credibility, and there are numerous ways you can take your content from outdated to current:

• Build practice pages that explain your key practice areas and how you serve your clients
• Create blog posts to cover common issues that come up in consultations
• Develop robust FAQ pages to answer questions for clients before they even ask

3. Make your law firm easier to find with SEO

While word of mouth can go a long way for a law firm, some potential clients will still look to Google to help weigh in on the final decision. Ensure that your law firm can be found with local SEO (search engine optimization).

In a nutshell, SEO is the process of using the right keywords to make your website easier to find on the internet. There are more technical aspects to SEO as well, such as:

• Fast page-loading speeds to ensure visitors don’t leave the website
• Mobile optimization so that the website works just as well on a phone as it does on a desktop computer
• Website hosting with SSL security to ensure client data is safe
• A user-experience (UX) design so that it’s easy for clients to navigate the website

But you’re not a marketer—you’re a lawyer. You don’t have time to worry about SEO or the latest algorithmic update. That’s where working with a legal-specific website provider like Tabs3 Websites can be helpful. Tabs3 Websites offers all of the above as part of our turnkey website solution, so potential clients can find your firm quickly.

4. Elevate the client experience with convenience tools

Growing your firm means bringing in new clients, but it also requires retaining them.

One of the best ways to retain clients is to make it easy to work with your law firm. Clients expect to be able to pay with credit cards, communicate with your firm in their preferred manner, and access documents anytime. The good news is that there are lots of options for adding convenient features to your site.

Client portals

A client portal is a place where clients can log in and review important documents, access billing history, and pay online.

While client portals are a useful convenience tool, it’s easy for access to get lost in your client’s inbox. But when you add a link to your website, they’ll always be able to find it (and the information they’re looking for).

Online payment

Fewer and fewer clients today want to send checks by mail. Instead, they prefer to settle invoices by using online payment options.

While you can (and should) send payment links with electronic invoices, you can also boost convenience for your clients by adding payment links to your website, so they can pay with their preferred methods such as e-check, credit cards, or debit cards.

When choosing a payment processor, look for one that’s designed for the legal industry so you can avoid compliance issues. Ideally, your payment processor should also completely integrate with your legal practice management and legal accounting software so you can create a seamless ecosystem for running your firm.

Client intake forms

Bringing on new clients is exciting, but it’s also a lot of work. You can make the process smoother, though, when you invest in legal client relationship management (CRM) software to facilitate client intake.

Your legal CRM can be used in combination with your website to gather relevant information for cases. You can share user-friendly forms that guide new clients through important questions by using logic-based conditioning. This allows your firm to speed up intake, get results for your clients faster, and reduce work for your administrative staff.

5. Provide insight into user behavior with analytics

If you’re struggling to convert clients, you may need to understand more about their decision-making process. Website analytics give you a glimpse into what’s working and what’s not with your lead generation strategies. For optimal results, track metrics that align with your law firm’s goals.

Common metrics for law firms to follow include:

• Bounce rate: the number of people leaving your website after looking at a single page
• Average page time: how long someone spends on each page
• Total traffic: the number of people who visit your website monthly
• Page views: how many views each page receives in a set time
• Conversions: how many people complete a specific action, such as signing up for the newsletter or filling out a contact form

Increase your law firm’s reach with a turnkey solution from Tabs3 Websites

Grow your practice without working excessive, non-billable hours with the turnkey website solution from Tabs3 Websites. Tabs3 specifically designs websites for law firms, offering a blend of expert design, compelling content, and top-tier technical support.

Schedule a demo to see how Tabs3 can create a sleek, all-in-one website for your law firm at an affordable price.

While creating a safe, friendly office environment is important for your staff and clients, are you taking the same measures online?

First impressions matter, and for many clients, they happen on the web. To convey the message that your firm is capable, professional, and trustworthy, you need a website that’s as informative and engaging as your legal arguments.

If your law firm’s website is lackluster, a reputable, client-oriented website that’s affordable and easy to manage is now within reach with Tabs3 Websites.

Is your website hurting your credibility?

According to an American Bar Association survey, it’s estimated that 94% of law firms have a website. So while many legal professionals are attempting to meet this expectation, some law firms fall short, and there’s no doubt as to why.

Carving out the time and funds it takes to create a site that’s compliant, secure, and up-to-date can be difficult when you have a lot on your plate. And alternatives like outsourcing can be costly, time-consuming, and unreliable.

As a result, many managing partners decide that having an underwhelming website is better than not having one at all.

The problem is that a poorly designed or inconvenient website damages your credibility in the eyes of potential clients. In other words, a bare-bones site that lacks the features, security, and polished aesthetic your clients seek doesn’t just lead to a bad experience. It’s bad for your bottom line.

6 Ways Tabs3 Websites benefits your firm and clients

1.   Compliant and confidential

Attorneys often collect sensitive data from their clients, such as credit card numbers and birth dates. Depending on the practice areas served, they may even collect medical records, employment history, or proprietary business information. This makes your website a prime target for hackers who constantly seek ways to steal this information.

Many well-meaning attorneys enter contracts with industry-agnostic web developers who boast strong security standards, yet don’t understand the specific risks and regulations law firms face. This can lead to data breaches and compliance violations that put your clients—and license to practice law—at risk.

When you choose Tabs3 Websites, you can rest assured that your site is hosted on a reliable platform with industry-leading, bank-grade SSL security (a measure only 43% of firms currently implement). Your clients also benefit from a malware-resistant firewall and multiple layers of spam protection. SSAe, SOC2, and ADA compliance keep your site in good legal and ethical standing.

2.   Simple to search

If potential clients can’t find you, they can’t contact you.

A website that doesn’t appear on a Google search can be a major turnoff for prospects who have heard great things about your firm from referral sources and are considering working with you. It may even lead to them choosing a different attorney altogether.

People who are just beginning their search for an attorney in their area often start with the number one search result and work their way down the list. This isn’t ideal if your site doesn’t rank on the first page of Google.

Figuring out how to improve your website’s search engine optimization (SEO) ranking on your own is a never-ending experiment and often yields poor results if you don’t have experienced professional support. Plus, repeatedly changing your site in an effort to please the algorithm is confusing and off-putting for your current legal clients.

Tabs3 Websites uses data-driven best practices to optimize your website for search engines so that finding your site is convenient for potential clients, with no guesswork necessary.

3.   Easy to use and eye catching

Successful websites are both easy to use and visually appealing. Still, all too often, designers encourage law firms to include features that look nice but slow down load times and glitch out on mobile devices.

When potential clients are pressed for time and seeking urgent legal help, they don’t have time to waste waiting for pictures or video to load, nor spend precious minutes (or even seconds) figuring out how to navigate your site for contact information.

Law firm websites with an intuitive navigation system and clear, skimmable content stand out because they reduce stress for clients at an otherwise overwhelming time.

That said, you don’t have to resort to dull imagery or forgo your branding. Vivid visuals do a lot to create a positive impression. Tabs3 Websites strikes the right balance between form and function with high-quality photos, vibrant customization options, and a user-friendly interface that’s easy to use on any device.

4.   Made to meet your clients’ needs

From scheduling a consultation to paying their final bill, every interaction your clients make with your website shapes their opinion of your firm. When it comes to showing your clients that you care about their convenience, a one-size-fits-all “solution” that only includes static information won’t cut it. Your website should offer access to the resources and services your clients want most.

We work with you to determine which features suit your workflow and ideal clients best, including client intake forms, payment processing, and client portal access. From there, we work behind the scenes to make sure they flow together seamlessly.

While many web designers consider these options to be “extras,” we consider them integral to the function of any legal practice’s website.

5.   Ready in weeks, not months

You don’t have the time (or patience) to go back and forth between your firm and a design team over your website’s structure or minor details. And you shouldn’t have to.

You need a team that understands how critical your website is to your clients and your workflow. Our team prioritizies efficiency to get the job done quickly. Instead of waiting months, you can receive a complete website draft within three weeks.

6.   Competitive pricing

Your legal clients want a high-quality client experience, not higher prices.

With traditional web design options, unexpected speed bumps can arise. Plus, upcharges for features that should be basic for law firms can easily cause you to exceed your budget. You may even need to recoup the cost by raising your rates.

With Tabs3 Websites, you get the service Tabs3 clients come to expect without paying extra for the features your firm requires to function at its best.

Want to learn more about Tabs3 Websites?

If you want to ensure you’re doing all you can to maximize your web presence while maintaining compliance and security, you want a legal-specific website solution.

That’s where Tabs3 Websites comes in. This exciting addition to the Tabs3 product line can help impress your clients, convert leads, and improve your firm’s profitability.

Schedule your free demo of Tabs3 Websites today.

The client intake process is your biggest opportunity to start your client relationship off on the right foot. But for many law firms, the client intake process can become an afterthought.

Client intake may not be the most urgent matter on your to-do list, but it is critical for your law firm’s long-term growth and profitability. So how can law firms streamline the client intake process, reduce manual tasks, process new clients faster, and simultaneously improve the client experience? With Tabs3 legal CRM.

What is legal CRM?

Client relationship management (CRM) software is designed to help businesses streamline certain marketing activities and support new and ongoing client relationships. Legal CRMs, however, are specifically designed for law firms and their unique client relationships, intake processes, and compliance concerns.

A legal CRM combines the best parts of CRM technology with features for law firms including:

• Customizable intelligent intake forms
• Document automation
• Secure file sharing
• Automated texts and emails
• Data synchronization

With Tabs3 CRM, law firms can transform their client intake process from manual and tedious to an opportunity for building positive relationships without sacrificing billable hours.

How legal CRM eliminates common pain points for your law firm’s client intake process

No two law firms are the same, but many law firms experience similar growing pains as they work to scale and increase profitability. Here are some of the most common client intake pain points that legal CRM software can eliminate.

Problem: your law firm is having trouble attracting new clients

The legal field is a saturated market. If you’re not attracting enough qualified leads, CRM software may be exactly what you need to turn things around.

The solution: integrate your legal CRM with your website and build email drip campaigns

To convert leads into clients, law firms need both a stellar first impression and frequent touchpoint opportunities. Bridging your legal CRM and website can help you achieve this with just a few steps.

Take a look at your website

Is your website frequently updated? Intuitive? Is there a clear way to contact your firm or indicate interest? Do you have the right text to optimize SEO for your field and geographic location?

If the answer is “no” to any of these questions, it may be time for a website makeover. If you don’t have time to maintain your website, consider working with a third party that specializes in legal websites, like Tabs3 Websites.

Your website should integrate with your legal CRM to provide a smooth client intake process. When you use Tabs3 Websites and CRM together, you ensure that your potential leads will associate your firm with ease, convenience, and expertise.

Use your CRM to create personalized marketing campaigns with multiple touchpoints

Converting leads into clients typically requires more than one touchpoint, such as email, text, or phone calls. But this process can be incredibly time-consuming.

With legal CRM, you can create personalized, automated email campaigns to:

• Respond to client requests
• Schedule follow-ups automatically
• Track lead engagement throughout the intake process

Once someone submits their information, you can keep them informed about your law firm’s services, send updates or reminders, and slowly educate them on how your law firm can best address their needs.

Problem: your law firm’s slow follow-up times are costing you clients

When clients start looking for a law firm, they typically have a time-sensitive case or matter in mind. As such, most people will go with the first law firm that responds to their inquiries.

So, what can you do when leads reach out after hours, or on the weekend?

The solution: set up automated client intake triggers

Legal CRMs allow law firms to begin the process of client intake, even if a lead submits an inquiry over the weekend or in the early morning hours.

With Tabs3 CRM, law firms can set up smart intake forms for their website. Once someone fills out the form, it can separate qualified leads based on your predetermined parameters.

If a person could be a qualified lead, your legal CRM can send automated, personalized messages to encourage them to schedule a consultation, along with providing relevant information about your firm.

Once set up, these campaigns help continuously guide individuals through the client intake process, so you can focus on urgent matters without losing potential clients.

Problem: double data entry is taking up too much of your time and leading to client information discrepancies

The client intake process can be rife with manual administrative tasks, from follow-up calls to repetitive data entry.

The solution: use a customizable intake form to reduce double data entry

Tabs3 CRM enables law firms to streamline client intake with customizable, logic-based intake forms. These intake forms can be tailored to each area of your practice.

Smart intake forms can:

• Use logic-based conditioning, so your clients only answer relevant questions
• Separate qualified leads using pre-set parameters
• Sync client data with your practice management system

Because the Tabs3 CRM integrates with PracticeMaster, any client data generated can be synced between the two applications. This step reduces manual data entry, saving you time and reducing the potential for human errors.

Problem: your team is stretched too thin to dedicate time to the client intake process

With so many moving parts to the client intake process, it can be all too easy for important intake tasks to slip through the cracks.

The solution: use legal CRM to automate reminders, schedule consultations, and follow up with clients

The client intake process can require multiple phone calls, consultations, and other meetings. It’s important for your law firm to lead clients through these meetings with the appropriate calendar scheduling and follow-ups.

But with so much to do, it can be easy to miss these critical touchpoints.

A CRM can help law firms manage client intake with automated messages for:

• Scheduling meetings
• Reminding leads about upcoming meetings and consultations
• Sending follow-up documentation
• And more

Problem: your new clients don’t understand your law firm’s policies and procedures (like your billing process)

The intake process involves a lot of information exchange about your client’s legal matters. At the same time, it’s important for clients to learn about your expectations, policies, and procedures, including your billing and collections process.

The solution: build an email drip campaign for client onboarding

Make sure your clients have everything they need with an onboarding campaign through your legal CRM. This can provide critical information through the conversion process, such as:

• Where clients can go with their administrative questions
• How to navigate the client portal
• Frequently asked questions
• Introducing your firm’s team members and their roles
• A walkthrough of your billing and invoicing process

With this information, clients feel more prepared to work with your firm, and you can cut down on repetitive onboarding questions. Frequent touchpoints at the start of the relationship set the stage for a long-term relationship built on trust and communication.

Build a better client intake process with Tabs3 CRM

Grow your law firm and streamline your client intake process with Tabs3 CRM. Schedule a demo today to see how legal CRM can deliver a better client experience without sacrificing billable hours.

As many as 18% of Americans don’t use credit cards at all. Others may not want to use credit for large invoices. But even if your client doesn’t want to use their credit card, they may still prefer the convenience of online payment compared to paying their bills by cash or sending checks in the mail.

For today’s law firms, modern payment solutions have to offer clients flexibility. Thankfully, there are solutions that can accommodate this need for flexibility while providing significant benefits to both the client and your law firm. One particularly effective option is ACH payments.

What are ACH payments?

ACH, which stands for “automated clearing house,” is a type of electronic payment in which a transfer is made directly from a bank or credit union.

ACH payments allow law firms to:

• Accept payments online
• Automate your billing system
• Provide an alternative payment system to credit cards or checks

ACH payments are becoming increasingly common in today’s payment landscape, even if we don’t always realize it. Examples of ACH payments include your employer depositing your paycheck via direct deposit, and when you set up an automatic bill payment directly from your bank account.

What are the benefits of accepting ACH payments?

From convenience to cost, incorporating ACH payments into your list of payment options can benefit both the client and the law firm. Consider these factors when weighing whether to add ACH to the list of your law firm’s payment methods.

How ACH payments benefit your law firm’s clients

For clients, ACH payments offer a convenient alternative to credit card payments.

If your clients are among the 18% of Americans who don’t use credit cards, then ACH payments provide an avenue for them to take advantage of online bill payments, which are typically faster and easier than payment by cash or check.

ACH payments are also:

• Safe and secure, with a more predictable arrival time compared to snail mail
• An easy form of contactless payment
• A reliable way to reduce paper usage for both environmental and cost purposes
• Convenient for clients who do not want to add to their credit card debt

Finally, unlike credit card payments, ACH payments do not require a surcharge. For clients who have a fixed budget or need to manage their costs, this can be an appealing benefit.

How ACH payments benefit your law firm

Similar to online payments via credit cards, ACH payments provide fast and easy payment options for your law firm, saving you both time and money.

• ACH payments save time: Facilitating online payments with an alternative to credit cards can encourage clients to pay online who might previously have relied on check or cash payments. This reduces the number of administrative tasks to complete every month, freeing up time for more important tasks.

• ACH payments save money: When clients have a payment option that fits their needs and constraints, they are more able to pay on time, in full. This leads to more on-time payments and fewer collection calls.

Are there any drawbacks to ACH payments?

ACH payments are growing in popularity thanks to their numerous benefits to law firms and clients. But what about the drawbacks?

All financial transactions carry some risk

No financial transaction is completely, 100% risk-free, but ACH payments are a low-risk payment option. There are numerous internal controls protecting ACH transactions (even most U.S. federal government payments are made via ACH).

For any business, there is always some risk of phishing by bad actors. If you have clients who are not used to the online payment process, it may be helpful to provide step-by-step documentation on how to submit their ACH, as well as how to identify red flags for phishing scams, i.e., “We will only ever email you via _____.”

It’s important for your law firm to complete due diligence on any financial transaction platform. Tabs3Pay, for example, ensures PCI compliant and secure transactions, as well as additional security features such as restricted user access to client data.

How can law firms accept ACH payments?

Adding a new payment method can feel like an intimidating process. Thankfully, there are ways to streamline the process for quick and easy adoption:

• Choose your ACH provider, preferably one that specializes in law firm payment processing to ensure compliance. If you are already using Tabs3Pay, then you’re all set. Tabs3Pay offers ACH payments as an “eCheck” payment method for clients, alongside online credit card payments and trust accounting.
• Communicate this payment option with your clients. For new clients, this can be easily integrated into the onboarding process with notice regarding their payment options. For veteran clients, this can be an opportunity to let them know about ACH payments and answer any questions about the options.
• For clients who preferred writing checks in the past, this may not change moving forward. Some clients have well-established preferences. However, others may just be nervous about trying something new. Make sure to provide clear explanations and have resources on hand if they’re curious and want to learn more about the process.
• When you send out your monthly invoice, add a note alerting clients that they can now pay by ACH for fast, easy, and secure payment processing.

The verdict on ACH payments for law firms

ACH payments are an easy alternative to credit cards for firms that want to provide added flexibility for their clients. They are a streamlined, simple, and secure payment method.

For law firms looking to provide ACH payments, the best option is to work with an integrated legal billing system that offers both online credit card payments and ACH payments in one convenient place for your clients.

Tabs3Pay enables law firms to provide a simple and easy billing process for their clients, with options for credit card payments, ACH, and trust accounting. Tabs3Pay is part of the Tabs3 suite of fully integrated billing, accounting, and practice management tools designed to help law firms increase productivity and profitability.

Start your free trial or schedule a demo and explore how Tabs3Pay’s client- and law firm-friendly payment tools can benefit your practice.

Getting documents signed can be a significant bottleneck for attorneys. Traditional methods of signing, such as printing, mailing, and faxing documents, are not only time-consuming but also prone to errors and security risks. Just as challenging are the delays that can arise in document execution; these can create significant stress for attorneys and clients alike. However, with the introduction of eSignature technology, law firms have found a more efficient and secure way to get documents signed.

In recent years, consumers have grown more aware of and accustomed to the option for electronic signatures. As a result, many legal clients now expect to review legal agreements and add secure eSignatures.

Rather than being seen as an advanced feature, eSignature and secure file sharing are now an industry norm. If you aren’t making plans to accommodate these demands, you risk falling behind competing firms with your client acquisition and retention.

Six perks of eSignature for law firms

Law firms that offer their clients the option to sign documents digitally enjoy the following benefits:

1.   Fewer signing errors

There’s nothing worse than having to reprint a lengthy legal document because the client signed on the wrong line, or realizing at the last minute that someone missed a signature deep within a legal agreement. These types of errors are not just frustrating—they can also seriously disrupt your legal workflow when they occur across several client matters.

Your software should guide your clients to clearly-marked areas designated for their signatures to minimize or eliminate signing mistakes. Firms that go paperless can reduce their processing errors by an average of 90%.

2.   Greater security

Despite what you may have believed in the past, eSignature technology actually offers more layers of security than sending legal agreements via email or the postal service. Specialized encryption tools, knowledge-based authentication (KBA), secure file sharing, and secure links protect clients’ data security and uphold the legal industry’s strict ethics and compliance regulations.

Using eSignatures doesn’t just protect clients’ data security online. Working with digital document management and obtaining client signatures electronically means that legal documents are also protected in the event of a fire, flood, theft, or other physical threat.

3.   Smoother workflows for attorneys

Don’t waste billable hours checking calendars with your clients via phone or email tag to book in-person appointments. Obtaining pen-and-ink signatures isn’t necessary with the right eSignature software, and it saves you hours.

With the right legal technology on your side, your attorneys can send a secure client signature request via email in just a few minutes and then move on to their next billable task.

4.   Client convenience

Simplified legal workflows benefit clients, too. Few clients look forward to sitting in traffic to sign legal agreements. Even if they don’t have to head to your office to sign, pen-and-ink signatures can be a hassle when you consider the time it takes to print, sign, and scan or even fax signed documents.

Secure eSignature software significantly reduces the time clients spend reviewing and signing documents. Adopting eSignature technology is one way to show your clients how much you value their time, convenience, and security.

5.   Lower costs and waste

A single sheet of paper doesn’t cost much on its own, but office supply costs add up quickly when you consider just how many pages of legal agreements attorneys need to print (and sometimes reprint) in a day.

The average office worker in America can go through thousands of sheets of paper per year. At 5 to 15 cents per page, the potential savings of switching to digital document management and eSignatures are significant, not to mention the paper waste that can be saved from the landfill.

6.   Faster turnaround

Implementing secure eSignature tools at your law firm can drastically decrease the wait time for signed documents. Aside from minimizing the hours attorneys spend requesting and collecting client signatures by phone and in person, taking the digital approach diminishes turnaround time by 80%.

The validity of eSignatures

Despite these clear benefits, some attorneys remain concerned about the validity of eSignatures and whether they hold up in court as well as paper legal documents.

The enactment of the Electronic Signatures in Global and National Commerce (ESIGN) Act in 2000 made digitally signed documents legally binding. This made requesting eSignatures a viable prospect for law firms almost a quarter of a century ago.

Per the ESIGN Act, digital signatures are just as legally binding as pen-and-ink signatures, as long as the signing individual:

• Accepts a clause to conduct business electronically
• Is provided the option to sign with ink and paper instead
• Demonstrates a clear intent to sign
• Receives a copy of the completed document (along with all other signers)

In addition, the attorney must maintain a clear audit trail and/or record documenting how and when they obtained the client’s signature, something that they can do easily with the right eSignature solution.

Streamline your legal workflows with Tabs3

Tabs3 offers software solutions tailored for law firms, featuring advanced eSignature capabilities through LexSign. This functionality enables attorneys to send secure eSignature links directly from their email, allowing clients to sign documents conveniently by either drawing their signature or typing it, even on mobile devices.

Tabs3 supports your firm’s paperless operations with PracticeMaster, offering customizable templates for legal documents that auto-populate with client data. Document management tools simplify the organization and retrieval of files from familiar and widely-used formats like Word and Excel. The system includes a search feature for quick document access and maintains a detailed document history for compliance with the ESIGN Act.

If your firm is looking to update operations and embrace digital efficiency, request a walkthrough demo with one of our product experts today.

In the fast-paced legal industry, time is not just money—it’s the backbone of efficiency and client satisfaction. Embracing legal workflow automation within your practice isn’t just a trend; it’s a strategic approach to redefining how your firm operates for the better. This comprehensive guide delves into the nuances of legal automation for law firms to help you better understand what automation is, its benefits, what to automate, and what process you shouldn’t automate.

What Is Legal Automation?

Legal automation involves the application of technology to automate complex, time-consuming tasks that traditionally require manual effort. In our practice management software, PracticeMaster, we call these automations WorkFlows. Using WorkFlows, we’ve seen firms realize substantial time savings, such as a reduction of 33% in time spent processing paperwork. They work based on a simple if/then principle: “if” a trigger event takes place, “then” actions can begin. Using automations streamlines time-consuming processes.

One popular automation in legal services is document assembly. By identifying frequently used legal documents, such as fee agreements and contracts, you can set up document templates in the software. Each template has designated fields, such as name and contact information, sometimes called variables or conditional text, which represent case data. Save your templates in the software and select them as needed. With WorkFlows, after you enter a new client into the system, document assembly can begin with client data already filled in. Templates can include additional prompts, like entering a fee for billing or setting a calendar appointment with a client.

Benefits of Legal Automation

Embracing legal workflow automation within your law firm can have many benefits that extend beyond just time savings. Some of the main benefits of embracing automation include:

• Improved Efficiency and Productivity: Automation streamlines repetitive tasks, freeing up time for higher-value work, which improves overall firm efficiency and reduces human error.
• Enhanced Client Experience: Faster response times and personalized interactions through automation lead to a smoother client journey and increased satisfaction.
• Cost Reduction: Initial investment in automation technology pays off with significant long-term savings by reducing the need for manual labor and minimizing errors.
• Data Security and Compliance: Automation tools enhance data handling practices, ensuring sensitive information is secure and compliance with regulations is maintained.
• Scalability: Automation allows law firms to handle growth efficiently, scaling operations without the need for proportional increases in staffing.
• Competitive Advantage: Adopting automation positions your firm as innovative, attracting clients looking for efficient and modern legal services.
• Insightful Data Analytics: Legal automation tools provide analytics for deeper insights into operations, helping to make informed decisions for improvement.

When to Use Automation

The best kind of tasks to automate are ones you do regularly. Think about the goals you want to achieve by streamlining your firm’s processes. Meet with your office administrator or billing clerk to learn about their time-consuming or repetitive tasks, and make special note of redundancies like duplicate data entry. Review how you enter time, enter new client information, and communicate with clients. Don’t forget about billing and payment collection. To start, focus on finding tasks that take a long time, or things that are done the same way every time.

Identify two or three key things to automate, then implement them. As your team becomes more comfortable with setting up and running automations, you’ll find more opportunities to automate. Not sure how your software’s automation tools work? Reach out to a consultant or your software’s support team and ask how they can help.

What Not to Automate

Not everything can or should be automated. Processes need to be predictable for automation to work. Unique documents or anything that requires individual consultation, decision-making, or collaboration are not good candidates for automation. Until we figure out a way for computers to become more human, personal engagement and conversations about your client’s situation are what make your firm different from others. Those are your personal and professional skills that can never be automated.

Take Advantage of Available Resources

Automations may seem overwhelming, but don’t fear the work involved in setting them up. Take advantage of the tools available, and your firm will reap the rewards of the higher level of efficiencies. Saving time does not mean losing billable time. Automation allows you to spend more time with your clients, find additional clients, and plan for your firm’s future.

Invest the time to review all of your processes. Find out what your software’s automation capabilities are. Implement what you can now, and set up a plan for future automations. Although you’ll spend more time early on with automation research and setup, you will never regret the time you will save.

Embrace the Future of Legal Practice with Tabs3

Legal automation offers a transformative opportunity for law firms to enhance their operational efficiency and service quality. By adopting a moderated and strategic approach to automation, law firms can leverage technology to not only save time but also to foster growth and innovation within their practice. As we continue to navigate the complexities of the legal industry, automation will undoubtedly play a pivotal role in shaping the future of legal practice.

For more information on automations in PracticeMaster, check out our WorkFlows Guide. To learn more about how document assembly works in PracticeMaster, watch this video: Intro to Document Assembly.

“That’s just the way we’ve always done things.”

It’s a common phrase used in offices around the world.

But even if a solution worked for your law firm five or ten years ago, that doesn’t mean it’s the best solution today. The legal field is changing, with new technology disrupting old ways of doing business.

Maybe it’s time to ask a more fundamental question: is your legal software still the best system for your law firm’s needs?

What the right legal software should do for your law firm

Legal software, at its core, is designed to make running a law practice easier. Beyond general practice management features, the right legal software should provide:

• An intuitive interface
• Automated time tracking
• A flexible billing system for fast, easy invoicing
• Online payment options for clients
• Robust reporting options to understand and track your KPIs
• Trust accounting tools
• Additional capabilities, such as a legal CRM integration

These features reduce pain points in legal workflows and make your life easier. That said, even legal software with all the bells and whistles may not be the right choice for your firm if you don’t see results, or worse, if you dread using it.

So, if you have a nagging sense that says, “Is it time for a change?” Here are some signs that you may be ready for a new legal software solution.

6 signs that it’s time to say goodbye to your current legal software

When you’re focusing on client case matters, it’s hard to examine other aspects of your law firm, such as business administration. But making a change now could save you significant time and money down the road.

Here are six indicators that you may benefit from new legal software.

1.   Your software doesn’t actually save you time on daily tasks

Every business seems to have that one system that makes tasks more difficult, for no apparent reason. If that’s your legal billing and practice management system, then you may have a big problem.

Legal software solutions should save your time on daily tasks by making your to-do list faster and easier to accomplish.

For example, a time-saving legal billing software may:

• Provide automated time tracking within the billing system to semi-automate the client invoice generation process.
• Complete 3-way reconciliation to balance your trust accounts.
• Run detailed reports, like an Accounts Receivable by Timekeeper Report, to understand which attorneys may need collections assistance.
• Provide back-ups and auto-recovery to protect your data from any unexpected power outages or network disconnection.

On the other hand, clunky systems can make your daily tasks even harder than they need to be.

• Do your software systems integrate? Or do you have to switch between systems to accomplish a single task?
• Is it difficult to get a birds-eye view of your accounting activities?

If you said “yes” to either of these questions, then it may be time for a change.

2.   Your team can’t access key software functionalities while working remotely

Most legal professionals say they prefer a flexible work model where staff can work remotely and come into the office a few days a week. With many law firms working from home, it’s critical that your legal software is flexible and can adapt to remote work without compromising on functionality.

Many legal software options without cloud capability are difficult to adapt to a hybrid work model. There may be security issues or system glitches. It may be difficult to tackle key tasks without complicated workarounds or phone calls to colleagues asking them to email you instead.

These complications can delay progress, cause frustrations within teams, and disrupt processes, all avoidable outcomes when you have software that adapts to your working conditions.

3.   Your software doesn’t get regular updates

There are two types of updates that legal software should receive regularly:

• Security updates
• Functionality enhancements

Security updates ensure that, as the broader technological ecosystem evolves, your legal software evolves with it. They patch system vulnerabilities, protecting both you and your clients. If your legal software hasn’t been updated since 2020, you may have significant risk exposure.

Functionality updates are just as critical. If your software never provides new features or if it never makes any changes, that may indicate that it doesn’t consider user feedback. Legal software is supposed to make your life easier, so developers should constantly be searching for better, easier ways to accomplish tasks.

The world is changing quickly, and you don’t want to get left behind.

4.   Your software isn’t able to grow with your firm

Most law firms aim to add new clients and increase revenue. However, growth requires adaptability in both processes and tools.

As your law firm expands, your software should be able to keep up. What this looks like can depend on your firm’s unique goals.

If you’re in a growth cycle, for example, you may need legal client relationship management (CRM) that can improve your intake process so staff aren’t overwhelmed. If you want to improve attorney utilization rates, your firm might benefit from customizable workflows to reduce manual tasks or enhanced reporting that can identify bottlenecks.

The key takeaway: if your legal software doesn’t scale with you, it’s time to consider one that will.

5.   Your firm is still spending thousands of dollars on a paper-heavy billing process

Is your firm still relying on a paper-heavy prebill process or even a paper invoicing and payment system?

A paper-heavy billing workflow could be costing your firm thousands of dollars each year in paper, toner, ink, printers, and other office materials. Not to mention, paper billing processes expose your firm to human error and significant time delays in receiving client payments.

If you’re ready to reduce costs, process payments faster, and be a little more environmentally friendly, it may be time to look for new legal billing software.

Tabs3 Billing has everything you need to send bills quickly with paperless invoicing. The end result is an easier billing process, a better client experience, and more time for you to focus on your clients’ case matters.

6.   Your legal software support team is lackluster

There are plenty of software options out there that have near-invisible support teams. This isn’t a problem until you have a problem, and then it’s a big issue.

Your software’s support team can make or break your experience with a product. So why are you settling for a reluctant support team that doesn’t actually help you?

Instead, look for legal software that prides itself on its friendly, helpful support team.

Ready for your next legal software?

Tabs3 is legal software dedicated to supporting law firms and making their lives easier. With a top-notch support team, regular updates, and features like a legal CRM and website builder, Tabs3 provides law firms with a competitive edge in a saturated field.

Ready to see the possibilities for yourself? Schedule a demo today.

In today’s competitive legal landscape, law firms must leverage every available tool to effectively manage and grow their practice. One of the most effective tools to do this is a client relationship management (CRM) system, which helps you streamline various aspects of your firm’s communication tasks, from lead generation to client intake and beyond.

Even better than industry-agnostic CRM software, though, is legal-specific CRM software that allows you to leverage marketing automation tools. While some operations require hands-on workflows, many can be automated, freeing up time for more critical tasks and enabling your practice to grow.

Here, we’ll cover what client intake and CRM software is, how it benefits law firms, and how to choose the best legal CRM software for your firm. Let’s get started!

What is client intake and CRM software?

Client intake and CRM (Customer Relationship Management) software is a specialized type of software designed to streamline and enhance the processes involved in acquiring and managing clients. At its core, client intake software helps law firms efficiently handle new client information, from initial contact through the collection of relevant data necessary for opening a case. CRM software goes a step further by enabling firms to maintain and manage ongoing relationships with those clients, ensuring that the firm can effectively communicate, manage appointments, and follow up on leads or existing clients.

This software typically features tools for automating tasks such as filling out intake forms, scheduling consultations, and tracking communication history. Additionally, legal CRM software often includes functions like lead management, email marketing, client segmentation, and analytics, providing a comprehensive view of a law firm’s interactions with potential and current clients.

Benefits of client intake and CRM software for law firms

Implementing client intake and CRM software offers numerous advantages for law firms, including:

• Improved Efficiency: Automating repetitive tasks like data entry, document generation, and scheduling frees up time for attorneys and staff to focus on billable work and client service.
• Enhanced Client Experience: Streamlining the intake process for clients makes it easier for them to provide information, schedule appointments, and engage with your firm.
• Better Data Management: Centralizing client data in one accessible location reduces the risk of errors and ensures that information is up-to-date and easily retrievable.
• Increased Conversion Rates: Legal CRM software helps law firms to effectively track and nurture leads through the sales funnel, improving the conversion of inquiries into clients.
• Insightful Analytics: CRMs offer valuable insights into client behavior, marketing effectiveness, and operational efficiency, allowing firms to make data-driven decisions.
• Personalized Communication: By enabling tailored communication strategies based on client data and interactions, law firms can foster stronger relationships and improve client retention.
• Scalability: As your law firm grows, client intake and CRM software can scale to accommodate more clients and complex workflows, ensuring that your firm’s operational efficiency stays consistent through growth periods.

How to choose the best Legal CRM and client intake software

Choosing the right client intake and CRM software is pivotal. The ideal solution is user-friendly, offers robust support, and is highly customizable to fit the unique demands of your law firm, regardless of its size.

User-friendly

Your legal CRM software should be easy to use for everyone involved, from intake staff to managing partners.

When your software is easily adoptable by your staff, you’ll reduce the time spent on training and implementation (not to mention minimize any frustration that may occur as a result of a system that’s difficult to navigate).

Responsive support team

Even the most user-friendly CRM software can run into technical issues. If you need support, you’ll want to choose a software system that comes with a team of knowledgeable customer service representatives who are ready to assist you as needed.

Customization and scalability

Every law firm is different, which is why you should look for CRM software that can be easily customized and scaled according to your firm’s unique needs.

For example:

• A solo practice may need a solution that simplifies client intake and streamlines their tech stack so they don’t have to juggle multiple products.
• A mid-sized firm may want to focus on improving the client experience with text messaging, allowing clients to more easily schedule appointments and connect with their legal team.
• Large firms may require more advanced features, such as legal CRM software that can allow for complex drip campaigns to increase their client retention while reducing leaks in their client sales funnel.

With Tabs3 CRM, your law firm can streamline its processes and nurture client relationships, all without taking focus away from delivering exceptional legal services.

Why choose Tabs3 CRM?

While there are numerous CRMs on the market, law firms may find that industry-agnostic solutions require a great deal of calibration to meet the needs of legal professionals. On the other hand, legal-specific CRM systems, like Tabs3 CRM, cater to the unique needs of modern law firms.

The Tabs3 CRM funnel enables you to effectively manage leads, prospects, and clients in a single, user-friendly platform while also supporting the complex operational needs of a law firm, like client intake, appointment scheduling, file-sharing, and more.

This comprehensive approach ensures that:

• Clients feel supported and engaged from first contact
• Information easily syncs with your practice management system
• Attorneys preserve the maximum number of billable hours

Here’s an overview of the key features that make Tabs3 CRM a growth game-changer for your legal practice:

Smart client intake

You don’t have to settle for a client intake process that is time-consuming, ineffective, or error-prone. The right legal CRM should include intuitive client intake solutions that make it easier to:

• Customize intake forms for different practice areas
• Sort out qualified from unqualified leads
• Sync client data with your practice management software
• Automate document assembly to move legal matters along more efficiently

One of the biggest benefits of smart intake forms is that they save your law firm billable hours. Instead of fiddling with forms and performing tedious data entry, you can focus on client work, building relationships, and other growth-generating activities.

Marketing automation

Marketing is necessary for growth, but it can be costly and time-consuming. So how do you get the greatest return on investment (ROI) for your marketing without sacrificing billable hours? With marketing automation. There are numerous marketing automation tools available for law firms, but several key ones are built right into Tabs3 CRM.

Text message automation

Tabs3 CRM facilitates lead nurturing with text automation and custom forms. By automating text messages and creating tailored forms, you can gather valuable information about your leads and cater to their specific needs and preferences.

Use text message automations to connect with clients for:

• Follow-ups
• Consultation information
• Appointment confirmations
• eSignature requests

Email drip automation

Save time and maintain consistent communication with your leads by automating email sequences.

Our CRM software helps you create personalized email templates, schedule follow-ups, and track engagement to keep potential clients (and even leads who have gone cold) engaged throughout the conversion process. And the more engaged your prospects are, the more likely they are to turn into satisfied clients.

Seamless integrations

Once a lead becomes a client, Tabs3 CRM simplifies the transition by seamlessly integrating with PracticeMaster. This integration ensures that all client information is accurately and efficiently transferred between systems, allowing you to focus on providing top-notch legal services.

By implementing Tabs3 CRM in your law firm, you can effectively track leads, grow prospects, and gain clients with a tool designed specifically for the needs of modern law practices.

Grow your practice with Tabs3 CRM

As a legal professional, your time is incredibly valuable. By harnessing the power of Tabs3 CRM, you can automate and streamline your client management processes, allowing you to focus on what truly matters: providing exceptional legal services and gaining more billable hours.

Are you ready to see how Tabs3 CRM can revolutionize your practice? Sign up for a demo today and see the difference automation can make in managing and growing your law practice.

Going paperless is a business strategy that offers a lot of benefits to law firms. Think:   

• More manageable billing workflows 
• Quicker payments 
• Reduced costs 
• Improved security 
• Greater client satisfaction 
• Reduced environmental impact

But if your law firm has been trapped in a cycle of printer paper, ink cartridges, and envelope-related paper cuts, where do you start?   

One of the best ways to reduce paper in the office is to start small. You don’t have to eliminate all paper use to quickly experience significant improvements.   

For many law firms, the most impactful switch comes with going to paperless invoicing. This switch comes with a few setup requirements, but once implemented, it provides a better overall invoicing experience for both your law firm and your clients. Here are five strategies to help you move to paperless invoicing with ease. 

1. Share the benefits of paperless invoicing with your staff and your clients. 

To make any change more effective, you have to convince others why they should also embrace change.   

For your clients, you can emphasize both the sustainability and convenience that comes with paperless invoices. Consider sharing the following facts:   

• The average attorney goes through 100,000 sheets of paper each year. That means the average lawyer consumes the paper of 10 trees in just one year.
   
• Even though most paper is recyclable, it still makes up an estimated 26% of waste in landfills. But it’s also a no-win situation; recycling paper actually uses more harmful fossil fuels than just throwing it in the landfill.
   
• For clients, the switch to electronic invoicing and online payments can save 6.6 pounds of paper and 171 pounds of greenhouse gas emissions per household, per year.
   
• When clients use online payments, they can keep their credit card on file and in some cases, automate payments entirely.

For your staff, you can add on some serious cost-saving benefits:  

• If you go through the average amount of paper for a law firm in a year, reducing paper consumption could save you $1,000 per employee, per year.
   
• Electronic invoicing alone can save companies $4–8 per invoice. With that in mind, a law firm with ten clients would save at least $480 per year by making the switch to paperless invoicing.
   
• Paperless invoices save on additional office costs including ink, toner, pens, pencils, and other associated office equipment such as binders, staplers, and three-hole punches. It all adds up.   

For employees, another significant benefit is the ability to work from home. With the right software, attorneys and staff can work on a more flexible office model, which is still a high priority for many employees.   

Software like Tabs3 is an important component of this; Tabs3 Cloud allows legal professionals to handle billing and payment tasks from wherever they work, thanks to secure and reliable cloud-based software.   

These points all help underscore the importance of switching to a paperless system, and why they should embrace the change as well.  

2. Budget properly to avoid any surprises 

When you make the change to paperless invoicing, there will be a few start-up costs. You may need to digitize existing documents and set up your client portal, which can take time and require purchasing the appropriate equipment or hiring someone to handle the work for you.   

Once this is done, you won’t have to pay for paper or stamps anymore, but the billing software you use may have a surcharge or processing fee. Depending on your budget and pricing model, you may consider passing on the surcharging fee to clients to help manage your costs.   

These fees might be relatively low (and much lower than the cost of paper), but you never want to be surprised by unexpected costs.  

3. Communicate with clients well in advance 

Effective change communication requires exposure and repetition. Some clients may embrace a less paper-heavy process, but others may be resistant to or confused by the changes.   

To make the change to paperless invoicing as smooth as possible, take the following steps to ensure your clients are prepared:  

• Send notices well in advance of the change explaining how processes will change, the timelines, and what to expect. 
• Encourage clients to reach out if they have any questions or concerns. Create an FAQ section on your website or draft a blog about the benefits of these new processes.  
• Include details about the electronic invoice process in any new client onboarding documentation.

Consider creating a marketing campaign around your new paperless invoicing philosophy. Leading up to the switch, create a few social media posts that help educate clients about what to expect. Email campaigns can be especially valuable in this context; craft a drip campaign with your legal client relationship management (CRM) software with reminders about timelines, processes, and how to get questions answered.   

Keep in mind that some clients may just be set in their ways and might insist on continuing with traditional invoice methods. It may benefit your firm to honor the billing preferences of legacy clients so you can preserve those relationships.  

4. Train your team on the new billing process 

It can be hard to navigate new processes and procedures even in the most intuitive systems. New features may have the potential to provide ease and flexibility, but if no one knows that the features exist or how to take advantage of them, you may not see the return on investment you’d like.  

For example, with Tabs3, law firms have the option to customize their online payments with many different features, including the ability to: 

• Process multiple invoices via batch billing
• Schedule automatic electronic prebills 
• Create payment schedules from a single payment to a payment series 
• Request trust deposits directly from the billing system 
• Create custom rates for any timekeeper for any client 
• Utilize alternative fee structures like contingency, split fee, flat fee, and retainers 
• Link automated timekeeping to attach billable hours to a client’s invoice

But how do you turn those customizations from conceptual benefits to real-time advantages for your firm?   

The answer is simple: Training!  

Schedule training sessions for both new employees and veteran staff to ensure they can fully navigate the system and build the most efficient workflow. Consider offering additional training whenever a new system feature rolls out.  

Another option for Tabs3 users is to work with an experienced Tabs3 consultant. These software professionals know Tabs3 tools inside and out and can help you create a tailored onboarding and training program for your team.  

5. Solicit feedback from clients and employees 

No news is not always good news. It may not occur to someone to provide feedback, but that doesn’t mean that they don’t have feelings about the change to paperless invoicing.  

Actively solicit feedback to provide both your clients and your team an opportunity to adjust the process. By creating an open communication channel, you can improve your client relationships by demonstrating your commitment to their experience. You also give your employees the opportunity to change or update workflows if they identify potential pain points for your team.  

Make the change to paperless invoicing with Tabs3 Billing 

Tabs3 Billing has everything you need for an efficient and effective paperless billing process.  

To learn more about Tabs3 Billing and paperless invoicing features, sign up for a Tabs3 demo.