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Version 2024 Training Videos

  All Tabs3 Software 32 videos
  Tabs3 Billing 41 videos
  PracticeMaster 28 videos
  Tabs3 Financials (Trust, AP, & GL) 22 videos

All Tabs3 Software

What's New Duration
  What's New in Version 2024  3:14
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Overviews Duration
  Tabs3 Software in 60 Seconds 1:00
  Tabs3 Software Overview 5:21
  Tabs3 Billing Basics 3:21
  Tabs3 Billing Overview 3:41
  PracticeMaster Overview 4:46
  Tabs3 Financials Overview 4:16
  Platinum Overview 3:07
  Introducing Tabs3Pay 1:21
  Introducing LexShare 1:29
  Introducing Tabs3 CRM  1:24
  5 Reasons Firms Need CRM 3:01
  Introducing Tabs3 Cloud   1:24
  Introducing Tabs3 Websites  1:39
  5 Reasons Firms Need Tabs3 Websites   2:29
Utilities/Maintenance Duration
  Using Lock Out All Users 2:39
  Data File Integrity Check 2:23
Getting Started Duration
Navigating Through the Software 3:56
  Customizing & Using Quick Launch 2:54
  Using and Customizing My Actions 4:14
Tabbed Mode Splitscreen 1:53
  Working Remotely 2:44
  Hosting with ProCirrus 2:27
  Hosting with Uptime Practice  2:13
  Compare All Actions & Task Folders 2:30
  Users vs. Timekeepers  2:31
  Navigating Help Resources  4:12
System Configuration Duration
  Firm Information 1:49
  User Configuration 3:09
  Using Access Profiles 3:35
Platinum Software Duration
  Platinum Overview 3:07
  Using Tabs3 Connect 2:06
  Using Tabs3 Connect Timers 2:49

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Tabs3 Billing

Using Tabs3 Billing Duration
  Tabs3 Billing Basics 3:21
  Tabs3 Billing Overview 3:18
  Tabs3 Billing Customization 3:46
  Working with Lists 3:44
  Using Quick Clicks 3:33
  Using QuickViews 3:40
  Tabs3 Data Entry Shortcuts 4:46
  Working with Timekeepers 3:43
Clients & Contacts Duration
  Getting Started with Clients 4:01
  Using the Matter Manager 3:32
Working with Contacts 4:12
Transactions Duration
  Working with Fees 3:09
  Using the Recap of Hours 2:06
  Working with Costs 3:06
  Working with Client Funds 4:55
  Changing WIP Transactions 2:27
Reports Duration
  Working with Reports 5:15
  Transaction File List 3:08
  Write Off Report 1:41
  Client Ledger Report  3:02
Billing Options Duration
  How Rates Work 3:36
  Effective Date of New Rates 2:00
  Contingency Billing 3:22
  Flat Fee Billing 2:45
  Split Billing 3:37
  eBilling Using Taskbill 4:03
  Using Courtesy Discounts 2:23
  Using Write-Ups/Downs 2:43
  Working with Write Offs 3:14
Statements Duration
  Statement Generation Basics 4:41
  Using Statement Manager 3:48
  Email Statements Overview 4:55
  Utilizing Statement Templates 3:45
  Working with Statement Designer 4:56
Adding a Letterhead Image 2:34
  Reviewing Pre-Bills Digitally 4:07
Receipts Duration
  Working with Payments 3:34
  Working with Payment Adjustments 4:08
Credit Cards with Tabs3Pay 6:06
  Schedule Payments Tabs3Pay 3:02
Credit Cards Using LawPay 5:20

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Using PracticeMaster Duration
  PracticeMaster Overview 4:46
Using Quick Clicks 3:33
Working with eNotes 3:01
Accessing the eNote Window 2:14
  Outlook Cal/Contact Integration 4:08
  Using the Outlook Toolbar Plug-in 3:19
  Using Timers in PracticeMaster 4:19
  Working with the Journal File  4:07
Customization Duration
  Using QuickViews 3:40
  Using WorkFlows 4:37
  Working with AOPs 3:26
  Adding a Field to PracticeMaster 5:03
Reports Duration
  Working with Reports 5:15
  Conflict of Interest Search 4:16
Clients & Contacts Duration
  Getting Started with Clients 3:02
Using the Matter Manager 3:34
Working with Contacts 4:12
Using Merge Contacts 3:31
Calendar Duration
  Calendar Overview 5:03
  Using Recurring Dates 2:26
  Using the Recap of Hours 2:06
  Enabling Time Zones 3:12
  Scheduling a Meeting  3:05
Documents Duration
  Starting with Doc Management 5:07
  Intro to Word Document Assembly 2:27
  Intro to Coding Assembly Templates 5:37
  LexShare eSignatures 4:11
  LexShare Send & Request 4:13

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Tabs3 Financials

Using Tabs3 Financials Duration
  Tabs3 Financials Overview 4:03
  Track Advanced Client Costs  5:13
  Working with Reports 5:15
Trust Duration
  Trust Customization Settings 2:22
  Setting Up a Trust Account 2:42
  Working with Trust Transactions 3:28
  Printing Checks in Trust Accounting 3:34
  Credit Cards Using Tabs3Pay 4:43
  Credit Cards Using LawPay 5:20
  Working with 1099s 4:34
  Easy Filing 1099s Using Tabs3 E-file 3:31
Accounts Payable Duration
  AP Customization Settings 2:53
  Adding a Vendor 3:05
  Paying a Vendor 3:50
  Invoice Attachments 1:21
  Printing Checks in Accounts Payable 4:03
  Working with 1099s 4:34
  Easy Filing 1099s Using Tabs3 E-file 3:31
General Ledger Duration
  General Ledger Client Settings 2:00
  Using the Chart of Accounts 2:43
  Working with Journal Entries 3:24
  General Ledger Reconciliation 3:33

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