Billing Software
Integration with other programs
Integrates with: PracticeMaster Practice Management Software, Tabs3 General Ledger Software, Tabs3 Trust Accounting Software, Tabs3 Accounts Payable Software, QuickBooks®.
Tracking your time is easy
Easy-to-use forms help you enter your time quickly. Use stopwatch timers to track time as you go, then turn them into fees with one click. Switch from Rapid entry mode to Detailed entry mode to reveal the client’s default billing settings, and change them for non-typical fees, without having to edit the client’s billing settings. Track both Hours Worked and Hours to Bill for the most accurate reporting. Optionally show a Fee Entry list to review fees previously entered.Flexibility to bill the way you want to
Using Tabs3, each timekeeper has nearly unlimited billing rate flexibility - use one of the standard billing rates for a timekeeper, the billing rate for his/her level (e.g., partner, associate, etc.), or create custom rates for any timekeeper or client. For matters with multiple payees, split fee billing allows you to bill several individuals a percentage of fees and/or costs for one matter. Other billing options include contingency, flat fee, retainer, task-based (Taskbill required), threshold, and progress billing.
When clients pay for multiple statements or matters with one check, you can allocate the payment across all of the statements and timekeepers with one payment entry.
Tools to get your bills out faster
Review unbilled time and expenses by timekeeper or client using the Work-in-Process Report, Transaction File List, or draft statements. From preview mode, drill down to individual transactions for quick editing.
Use clients’ billing criteria to print bills in organized groups. Reduce postage expenses by printing statements to individual PDF files for e-mail.
Automatically format task-based bills for insurance companies using Taskbill software.
Use the Pre-Bill Tracking screen to track the status of individual bills and Work-in-Process reports. From one screen, you will see which statements have been reviewed and statements on hold. You will immediately see which statements are ready to be printed, and you can print them from Pre-Bill Tracking with minimal effort.
Reports to stay on top of your billing
Top Client Report: Rank your clients by Work-in-Process, billed amounts, Write Offs, paid amounts and more, for any time period with the Top Client Report.
Collections Report: Find your highest-priority accounts receivable accounts with the Collections report. From this report, review amounts billed, payment histories, outstanding invoices, and client contact information for easy follow-up.
Work-in-Process reports: Unbilled transactions are a click away with Work-in-Process reports. Sort unbilled transactions by client, timekeeper, date, and more.
Recap of Hours Report: Summarize your daily, weekly, and monthly activity with a Recap of Hours report. This report is particularly useful for finding missing time that has not yet been entered.
Client Ledger Report: A Client Ledger Report displays a complete history and status of all billing statements.
Accounts Receivable by Invoice Report: To review amounts billed to each client and amounts due for each invoice, there is no better report than the Accounts Receivable by Invoice report.
Compensation reports and tools
Fee Compensation Rules Report: Review compensation rules for multiple originating, primary and secondary timekeepers with a Fee Compensation Rules report. Review all fee compensation rules tables which can be based on many criteria. Here are some examples of how compensation rules can be used:
- Kathy gets 2% of receipts from all working timekeepers.
- Bruce gets 5% of receipts from work done by Amber, Deb and Phil.
- Dan gets 5% of receipts for ACME Insurance until June 2007.
- Brad gets 10% of receipts for Widgets International until he receives a total of $10,000.
Allocated Payments Report: Use the Allocated Payments Report to see how payments were distributed to fees, expenses, advances, sales tax and finance charge by allocation date.
Cash Receipts Report: Display payments in a specified payment transaction date range with a Cash Receipts report. Itemize individual payments for each or simply review payment totals for each client. The report optionally breaks down payments into Fees, Finance Charge, Expenses, Advances and Unallocated columns based on how they are allocated.
Unallocated Payments Report: Print an Unallocated Payments Report to show partial or fully unallocated payments by client, based on the payment transaction date.
Reports that give you insight into your firm's business
Accounts Receivable Reports: Use Accounts Receivable reports to pinpoint clients who pay late, how late those payments are, and overall payment history. Sort A/R by client or invoice.
Client Productivity Report: To determine which clients or case types are most profitable for your firm, run a Client Productivity report. You will see how much your firm profits from a single matter or groups of matters. Optionally review current profitability to past years.
Timekeeper Profitability Report: The Timekeeper Profitability Report shows billed amounts and overhead for each timekeeper for any range of months in the current fiscal year. Net profits per timekeeper are calculated as percentages of overhead.
Receipt Allocation Report: Track where payments went with the Receipt Allocation Report. Quickly review payment allocation to different attorneys, advances, expenses, sales tax and finance charges.
Task Code Billing Report: A complete list of billed and unbilled task-based billing transactions are available in the Task Code Billing Report.
Task Code Budget Report: Billed and unbilled amounts for expenses and activities are broken down by common tasks such as phone calls, meetings, research, etc. in the Task Code Budget Report.
Category Productivity Report: Billings, rates, write-ups and write-downs are organized by case type in the Category Productivity Report.
Reports that give you insight into your employees' productivity
Timekeeper Productivity Report: The Timekeeper Productivity report summarizes hours and amounts billed by specific timekeepers, optionally showing effective billing rates, write-ups and write-downs. Also shows total billable and non-billable hours and amounts for each timekeeper.
Category Report by Timekeeper: See who handles certain case types most efficiently by running the Category Report by Timekeeper. This report shows the hours and amounts for fees billed year-to-date by category for each timekeeper. This report can be printed in a standard report format or in a variety of graphs for easy firm-wide comparison.
Timekeeper Status Report: Get a quick overview of all work-in-process and accounts receivable for which each timekeeper is responsible. The Timekeeper Status Report combines all work-in-process and accounts receivable information for each primary, secondary, or originating timekeeper.
Timekeeper Analysis Report: Print both billed and paid information for timekeepers broken down by month. Billed Hours, Original Hours, Billed Amounts and gross receipts by working timekeeper are available for an individual month or a range of months.
Easy to use
The Tabs3 Client Manager gives you a quick look into all of a client's vital statistics and quick access to the tasks you do most. A client's contact information, recent payments, work-in-process, accounts receivable balance and fund account balance are neatly presented on screen. Tabs3 Client Manager also gives you one-click access to the ten 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.
Security so people only see the information they are supposed to see
Use System Configuration options to restrict the ability of any user to view, enter, edit, or delete information from any client, case, or transaction. Use access profiles to make sure that sensitive information remains secure.
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