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A Guide to Remote Legal Software for Law Firms

by Bruce Policky / October 10, 2024

A Guide to Remote Legal Software for Law Firms

Like it or not, the modern legal industry operates at a break-neck pace. To have any hope of keeping up with clients’ increasing expectations, every member of your legal team should have remote access to your firm’s legal practice management software. By embracing cloud hosting, your entire legal staff can provide an outstanding client experience even when traveling or working from home.

Whether your legal staff works from home year-round or simply needs to track time and expenses when out of the office, modern remote legal software like Tabs3 Cloud and Tabs3 Connect have the flexibility required to keep your virtual law office nimble, agile, and secure.

Embracing Remote Legal Software for a Virtual Law Office

The global shift towards remote work has reshaped the legal landscape. Law firms have quickly learned that remote legal software is not just a temporary fix but a long-term solution that offers numerous benefits, including reduced overhead costs, increased staff productivity, and enhanced work-life balance for attorneys. The convenience of accessing law firm practice management software remotely allows legal teams to manage caseloads, communicate with clients, and perform essential tasks with ease and security.

In light of these conveniences and many others, managing partners now recognize that there’s no real reason to chain attorneys to their desks at the office. Remote access to law firm practice management software makes it possible to coordinate and supervise legal staff with ease, all while protecting clients’ confidentiality.

Most trials and court hearings are still held in person, of course. However, with secure access to fully integrated law firm practice management software, attorneys can complete their most common tasks from anywhere, including:

  • Billing
  • Conducting negotiations
  • Reviewing legal documents
  • Keeping clients up to date on their legal matters
  • Planning and setting appointments
  • Sending and receiving secure emails
  • Time tracking

Aside from a bit of trust in your legal staff, all you need to get started is remote access to a reliable, seamlessly integrated law firm practice management software.

3 Pathways for Remote Access to Tabs3 Software

As a leading provider of law firm practice management software, Tabs3 is trusted by tens of thousands of legal professionals every day. Though Tabs3 Software started as an on-premise practice management solution, advancements in cloud technology have enabled them to offer multiple convenient, reliable solutions for remote access.

1. Tabs3 Cloud

Tabs3 Cloud is designed to facilitate remote legal work without compromising on functionality or security. It offers a seamless experience for legal professionals to complete billing and accounting work, manage calendars, and collaborate with team members remotely. With Tabs3 Cloud, firms can enjoy the benefits of mobility while relying on advanced security measures such as encryption, multi-factor authentication, and secure data storage to protect client information.

Key Features of Tabs3 Cloud for the Virtual Law Office

  • Comprehensive Remote Access: Tabs3 Cloud provides full access to the suite of Tabs3 legal practice management tools, including Tabs3 Billing, Tabs3 Financials, and PracticeMaster from any device, enabling attorneys to manage their practice on the go.
  • Enhanced Data Security: Tabs3 Cloud ensures that client data is securely stored and backed up, minimizing the risk of data breaches.
  • Seamless Collaboration: The platform facilitates easy collaboration among legal team members, regardless of their location, enhancing productivity and ensuring that all case-related information is up-to-date.
  • Cost-Effective: By moving to a cloud-based system, law firms can reduce their IT overhead, as Tabs3 Cloud eliminates the need for on-premise server maintenance.

2. Tabs3 Connect

Tabs3 Connect provides remote access to all of your law firm practice management software’s most essential features on a phone, tablet, laptop, or home desktop, including the Tabs3 Matter Manager. Tabs3 Connect allows attorneys to enter fees and costs, check their calendar, view documents, and more with ease.

To protect data security, sensitive client information is stored on the law firm server, rather than on attorneys’ mobile devices.

3. Remote Access Software

Remote access software provides secure access to your legal practice management software via an internet connection between your office server and home computer. When configured properly, remote access software offers your legal staff secure access to all Tabs3 Software features from almost anywhere. With this method, only a minimal amount of data travels between attorneys’ home devices and office computers.

For the best results, pair your remote desktop client with a VPN, and consult with your IT team about configuration.

More tips for secure remote work

Though the benefits of remote work are easy to see, legal staff must proactively embrace enhanced cybersecurity measures to preserve data security. In recognition of the myriad challenges that accompany remote work in the legal industry, the American Bar Association has directed lawyers to “make reasonable efforts to prevent the inadvertent or unauthorized disclosure of, or unauthorized access to, information relating to the representation of a client.”

Fortunately, law firm practice management software makes remote work practical, secure, and efficient. Still, training all legal staff on the importance of confidentiality, data privacy, and security protocols is a must. Managing partners should also prioritize developing a written work-from-home protocol that dictates the exact steps attorneys and other legal staff should take to safeguard data security when using legal practice management software outside of the office.

Your work-from-home protocol may direct attorneys to: 

  • Avoid unsecured Wi-Fi connections when accessing law firm practice management software
  • Avoid transmitting client information over unsecured Wi-Fi connections
  • Utilize virtual private networks (VPNs) when accessing legal practice management software or transmitting client information
  • Set up multi-factor authentication for all work-related applications
  • Choose strong passwords for all work-related hardware and applications
  • Avoid accessing legal documents or video conferencing with clients without a private environment
  • Turn off listening-enabled devices (Amazon Alexa, Google Home, etc.) in their workspaces during phone calls and videoconferences, because these devices listen to and record conversations automatically

Embrace mobility and data security with Tabs3 Software

There’s a reason that over 98% of our customers are satisfied with their software solutions. (In fact, 9 out of 10 of them recommend Tabs3 Software to other law firms.)

Stop compromising on cybersecurity by using vulnerable, unsecured platforms for remote work. From document and project management to time and expense tracking and more, Tabs3 Software offers the reliability and trusted service you expect from an industry-leading legal practice management software.

Remote access with Tabs3 Software is secure, compliant, convenient, and accessible. With over 40 years of experience providing cutting-edge legal technology to law firms just like yours, we’re committed to upholding even the industry’s strictest compliance and data security regulations.

Check out the Tabs3 Cloud and Tabs3 Connect product pages to learn more about their features and how they can benefit your firm.

Request your free trial or schedule a demo to see how Tabs3 Software’s fully integrated suite of software products can revolutionize the way your law firm functions on a day-to-day basis.