Whether your potential clients are starting from scratch with a Google search for “business attorneys near me” or doing a little due diligence after receiving a referral, your law firm website is one of the first stops they make on the way to hiring you.

But if you think it ends there, think again!

Your website does more than simply showcase your practice areas and provide leads and clients with your contact information.

When combined with your legal client relationship management (CRM) software, your website can reduce manual tasks, build client relationships, and help your practice become a law-firm-growing machine by:

• Creating the right first impression
• Keeping leads and clients engaged
• Making intake smoother
• Facilitating smoother workflows AND client service
• Helping you get paid faster

Let’s take a closer look at the dynamic duo of your law firm’s website and legal CRM.

Creating a strong first impression

First impressions matter, but as a legal practice, how do you make the right one in today’s digital world? You have several options for how to nurture a positive first impression.

Unsurprisingly, your website is one of them! With an attractive, on-brand website, you can showcase your experience, highlight your attorneys’ qualifications, and build trust from the outset.

However, keep in mind that law firms have specific ethics requirements concerning marketing, so it’s essential to work with a legal website provider who knows the ins and outs of this industry and can help you stay compliant.

Your CRM also aids in creating a strong first impression. As detailed below, it allows for a high degree of personalized communication and messaging, setting the right tone for future client interactions.

Keeping leads engaged

Your website visitors typically aren’t coming to your website because they’re just researching a particular practice area. They’re most likely visiting because they’re in the market for legal services.

But if your website doesn’t go beyond your attorney bios and a few practice areas, they might as well be stuck in research mode.

You can prevent this from happening with a site intentionally designed to engage them. This includes:

• Relevant, informative blog posts
• Detailed practice area pages with real-world examples and case studies
• A resource center with downloadable guides, checklists, and other helpful content

However, to truly keep leads engaged, you need to help them take the next step towards becoming a client. Incorporate well-placed contact forms, lead magnets, and calls to action on your site.

Once leads have reached out, their information is added to your CRM as a contact, and you can put your CRM to work with marketing automation strategies like:

• Automated email drip campaigns to keep leads warm and nurture them towards a consultation
• Personalized follow-ups with relevant information based on their specific needs and interests
• Targeted messaging and content to address common pain points and objections

Making intake smoother

If you want new clients to feel like their relationship with you is off to a promising start, one of the best things you can do is offer a friction-free intake process. When intake goes smoothly, clients feel like they’re getting a preview of your firm’s capabilities.

Unfortunately, the traditional manual intake processes can be prone to bottlenecks and miscommunication, not to mention data entry errors.

The solution here is surprisingly simple, though. With a legal CRM offering smart, logic-based intake forms that can be embedded on your website, you can create a straightforward process:

• Client fills out an intake form
• The intake form gathers relevant information
• Information is synced with your practice management system
• Client receives automated follow-up about next steps
• Your team is notified, and next steps are triggered

This process helps your clients feel attended to from the beginning, a great sign for client service expectations.

But just as importantly, the process eliminates numerous manual tasks from the intake process. Instead of walking new clients through forms or tracking down who needs to follow up with whom (and when), your team can focus on billable tasks or business development work.

Creating smooth client service and smoother workflows

When you build a website that is easy to navigate, mobile-friendly, and full of useful content, both leads and clients will look at it as a resource. They’ll be able to use your website as a way to educate themselves on their legal matters, but they’ll also turn to it to facilitate client service.

For example, from your website, your clients can:

• Schedule appointments with your team
• Connect to their document portal for secure access to important files
• Make payments or view invoices

This benefits your law firm as well. With a website and CRM working together to facilitate client service, you can automate time-consuming administrative tasks and create a more efficient process overall. This means you can take on more clients without sacrificing the quality of your services, leading to potential revenue growth for your firm.

Getting your firm paid faster

In addition to improving communication and workflows, your website and CRM can work in tandem to help you get paid faster.

There are several ways you can achieve this. The simplest way (which is often the best way!) is to add online payment links to your website. Putting a “Make a Payment” link on your homepage reduces head-scratching when your client is ready to pay but can’t find their invoice.

If your law firm uses legal practice management software with a client portal feature, you can also add a client portal link to your website to increase accessibility.

Where does your legal CRM come into the picture? Your legal CRM can be used to send automated invoice reminders. These reminders can help increase the rate of payment, as well as reduce the chances that clients will pay late or be sent to collections.

Leveraging data for better decision making

Your website is a huge source of data for your firm. So is your legal CRM. When combined, they offer insight into:

• Potential clients: How they find your site, which pages they visit, and what content they engage with can give you data on how to best focus your marketing budget.
• Current clients: Email opens and clicks, website visits, and document downloads can help you identify areas for improvement in client service or communication.
• Overall performance: With the data from your website and CRM, you can evaluate metrics like conversion rates, average response times, and client satisfaction and use that information to inform decision making to improve your productivity and profitability.

Empower your firm’s growth with Tabs3 Websites and CRM

The combination of Tabs3 Websites and CRM gives your law firm the tools it needs to attract, engage, and retain clients more effectively than ever. By harnessing the support of these platforms, your team can deliver exceptional service while nurturing your firm’s growth and success.

Explore how Tabs3 can transform your practice by scheduling a demo or signing up for a free trial today.

Remote working is not the same buzzword it was back in 2020 or 2021. Today, remote working has become an accepted and embraced part of the professional landscape.

16% of companies are fully remote and 51% have adopted hybrid work for their employees. There are now three times more remote jobs than there were in 2020. 98% of remote employees want to continue working remotely indefinitely.

But how is remote work playing out for law firms? The legal industry has long been slower to adopt trends and tends to take more conservative perspectives on workplace culture. Still, where does that leave us today? How has the landscape changed and what can your law firm do to make the right choices for how your practice operates?

Here’s what lawyers need to know about how they can most effectively work remotely and from home.

Can lawyers work from home?

Although it used to be less common, more law firms are embracing remote work models and giving attorneys the freedom to work from home. The transition to remote work within the legal profession has unfolded against a backdrop of necessity and evolving workplace expectations, clearly demonstrating that lawyers can effectively work from home. This capability has transformed not only where legal work can be done but also how law firms envision the structure and delivery of their services. Remote work, once a novel concept, has become a mainstay in the legal sector, signifying a permanent shift towards more flexible and digitalized working arrangements.

In fact, lawyers, like the majority of the working population, have embraced remote work. In an ABA report, the vast majority of attorneys (87%) stated their workplaces permitted remote work. A third of respondents stated that they primarily worked from home, but, intriguingly, another third of respondents stated they worked primarily in their office.

Attorneys who work remotely or on a hybrid basis reported that neither the quality of their work nor productivity nor billable hours have been negatively affected by their working arrangements. Women in particular stated they benefited from remote and hybrid work, as it helped them balance work and family responsibilities. So, the question is no longer whether lawyers can work from home, but how can they do so most efficiently.

Leveraging technology for remote legal work

Legal tech has helped bridge the gap between office work and work out of the office. In 2021, legal tech generated $27.6 billion in revenue worldwide and the market is forecasted to expand by over 4% annually through 2027.

While the drivers of the legal tech industry are complex and can’t be solely attributed to remote work, it has doubtlessly benefited from the development and expansion of tools used to power remote legal work. Tools that law firms rely on to work remotely include:

• Video conferencing software
• Communication tools such as messaging apps
• File-sharing and eSignature tools
• Cloud-based storage

Even tools that aren’t tied directly to remote work have thrived in the remote work environment.

Document automation, project and case management software, and online payment options have become more powerful, allowing lawyers to streamline their workflows and maximize productivity. What’s more, an increasing number of these tools are being built into legal practice management software, creating a more seamless experience for lawyers as they conduct their work.

Collaboration can happen easily (without compliance risks)

Tools like those detailed above have made working on legal matters between coworkers easy. Colleagues can use project management software to ensure everyone is on the same page with progress on legal matters. File-sharing makes it simple to exchange documents. Video conferencing allows attorneys, legal staff, and clients to meet regardless of location.

But can they do so and stay in line with legal compliance requirements?

Compliance questions need to be considered in all aspects of legal practice, but they have borne particular concern as law firms shift into remote work. That’s because the protocol for maintaining security for client information requires calibration.

Thankfully, with the right tools and policies, attorneys can strictly adhere to legal compliance standards.

Take, for example, implementing eSignature software to finalize critical legal documents. eSignature is not only recognized as legally valid but when practice management software, such as Tabs3, integrates with a legal-specific eSignature like LexSign, client data is protected by bank-level end-to-end encryption.

Client preference plays a big role in how remote work plays out

The client experience factors into how law firms consider remote work options for their practice. But which way is the wind blowing?

The answer is nuanced. While there is variation based on practice area, client demographics, and stage of a legal matter, many clients indicate that they prefer in-person meetings with attorneys during the initial stages of legal matters. However, they often prefer to receive updates through other forms of communication (phone, email, client portal, etc.) rather than coming into the office for a meeting.

Importantly, a 2021 survey by Thomson Reuters indicates that clients have not perceived a negative impact in their experience with their attorneys working remotely.

Tips for lawyers working remotely

Regardless of how your law firm proceeds with its own approach to remote work, there are steps you can take to make it more successful for your attorneys. Follow the tips below to make working from home (or wherever your attorneys choose to open up their laptops) as successful as possible.

Establish a clear remote work policy—or ask for one

Inconsistent policies about how often your attorneys can work remotely and how they are expected to conduct their work cause stress, confusion, and decreased productivity. Clear, consistently implemented policies, on the other hand, give your team confidence and empower them to do their best work.

A robust remote work policy should cover the following concerns:

• Which team members can work remotely and how often
• Working hours
• Expectations for timekeeping
• Communication guidelines
• Technology usage
• Security and compliance protocols

Keep your tech stack up to date

The early days of remote working are gone. It’s not reasonable to expect attorneys to cobble together software and tools so they can do their jobs remotely.

Instead, attorneys expect that their employers have considered all the resources and guidance they need to successfully do their job out-of-the-office. That means your legal tech stack needs to be configured for attorneys and staff who are not in the office.

One of the most significant pieces of this consideration is legal practice management software. While the early days of the pandemic saw a boom in cloud-based software, desktop software has caught up by establishing efficient, effective processes to allow remote workers to access their software from anywhere.

With secure access to fully integrated law firm practice management software, attorneys can complete their most common tasks from home, including:

• Billing and invoicing
• Time tracking
• Planning and setting appointments
• Sending and receiving secure emails, legal documents, eSignatures, and more
• Managing progress of legal matters
• Compliant legal accounting
• And more

While it is possible to build out a solid tech stack for your law firm by combining different tools, your team may benefit from a comprehensive practice management system that combines all the tools they need.

Tabs3 has been an industry leader in on-premise practice management software for decades. But for Tabs3 users, desktop software doesn’t mean being confined to your desk. With Tabs3 Cloud, you can access all the features of Tabs3 Billing and Financials from wherever you work. For mobile users, Tabs3 Connect brings the full functionalities of Tabs3 Billing and PracticeMaster to your phone. You also get access to features like HotBackUp, Auto-Recovery, and more.

Security needs to be a priority

Security threats have been on the rise since before the pandemic, but the remote work boom kicked them into high gear. As a legal professional, you need to ensure the highest degree of security possible for your team and your clients. Steps you should take include:

• Provide privacy and security training for all attorneys and legal staff
• Limit access to sensitive data in your practice management system
• Assess your cybersecurity protocols
• Work with your IT professionals to ensure they have the appropriate certifications to protect your server

Remote work + Tabs3 is a winning combination for law firms

Remote work with Tabs3 Software is secure, compliant, convenient, and accessible. With more than 40 years of experience offering cutting-edge legal technology to law firms, we’re dedicated to following even the industry’s strictest compliance and data security regulations while offering attorneys a flexible working experience.

Check out the Tabs3 Cloud and Tabs3 Connect product pages to learn more about what each has to offer.

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, whether remotely or in the office.

In an increasingly digital world, legal professionals are finding enormous value in cloud-based solutions for their billing and accounting software. The transition to the cloud is more than a mere trend; it’s a significant shift that helps enhance efficiency, reduce costs, and increase collaboration. From tracking time to staying on top of vendor payments, law firms benefit when they rely on software solutions built for the legal industry that can meet the specific needs of attorneys. This is where Tabs3 Cloud shines.

What Is Tabs3 Cloud?

Financial and billing activities are among law firms’ most important operational activities. That’s why firms need specialized tools that are robust, flexible, and user-friendly. Tabs3 Cloud offers a secure, integrated suite of powerful, customizable financial and billing tools that support financially healthy law practices. Billing features

• Track billable hours with stopwatch timers and convert into fees with a single click
• Nearly unlimited billing rate flexibility
• Review client and matter information, including write-offs, work in process, accounts receivable, and more
• Create and send invoices
• Batch billing

Financial features

• Manage trust accounts
• Oversee accounts payable and general ledger, including vendor invoices, payments, advanced client costs, and transaction status
• Build and run robust reports

As part of the Tabs3 line of software, Tabs3 Cloud includes Tabs3Pay to facilitate timely online payments. This integration allows law firms to maintain a strong cash flow while giving clients the convenience they want.

Seven reasons why law firms love using Tabs3 Cloud

Tabs3 Cloud software joins the list of Tabs3 Software solutions that tens of thousands of legal professionals use every day. Let’s look at the features of Tabs3 Cloud and see how it makes running a profitable law firm more manageable than ever.

     1. Reliable billing and financial management

Tabs3 Cloud’s full-featured Tabs3 Billing and Financials products are tailored specifically for law firms. They integrate seamlessly together to reduce time spent entering data and managing billing and accounting functions. Unlimited billing rates, electronic invoicing, and detailed reporting options help streamline work and save firms hours of time each month. With the ability to access these tools and information to do work from nearly anywhere, law firms can now handle their financial operations with greater ease and accuracy. This flexibility to access accurate and up-to-date data is crucial.

     2. Financial and billing custom-tailored to law firms

Size, geographical location, clientele, practice areas… there are many differences between law firms. Yet some software solutions expect legal professionals to shoehorn their needs into products that aren’t made for the legal industry, or products that aren’t versatile. Tabs3 was built specifically for law firms and has user flexibility at the heart of all their products. This means that firms with specialized needs can use the software in the way that works best for them. With Tabs3 products, including Tabs3 Cloud, legal practices have one-click access to the tasks they do most often, and tools to send invoices and get paid faster.

     3. Expanded options for access

When law firms rely on server-based software, they commit to the IT costs of managing the software, servers, and any issues that may arise. This model works well for many law firms, but like most consumers, firms want to have options. Tabs3 Cloud allows law firms to integrate cloud-based software into their tech stack. For firms that don’t have IT support readily available or don’t want to manage their own server, a cloud solution is the perfect option.

     4. Top-notch data privacy and security

Client confidentiality and data security are of the utmost importance. That’s why Tabs3 Cloud is committed to data privacy and security. The software incorporates advanced security measures, including:

• Data encryption to secure sensitive information
• Role-based access control that helps firms manage data access based on user roles
• Two-factor authentication that adds an extra security layer against unauthorized access
• Regular security audits to continuously assesses and enhances security measures
• PCI DSS compliance to adhere to Payment Card Industry Data Security Standards

These features protect sensitive client information and firm data against unauthorized access and breaches. Tabs3 Cloud’s adherence to rigorous security standards and regular audits exemplifies its dedication to safeguarding the digital integrity of legal practices.

     5. Automated data backups = reduced IT struggles

Tabs3 Cloud significantly alleviates IT-related stress by automating the process of data back-ups. Automated backups ensure that all critical firm data is consistently backed up without requiring manual intervention. This automation means fewer IT struggles and minimal downtime for law firms and, importantly, provides much-needed peace of mind for both attorneys and their clients in today’s environment of rising cyber threats.

     6. Real-time collaboration and communication

Tabs3 Cloud enhances team dynamics by facilitating real-time collaboration and communication. This feature allows legal teams to work together more effectively, regardless of their physical location. By providing a platform where financial and billing information can be shared, edited, and discussed in real-time, Tabs3 Cloud ensures that all team members are on the same page, leading to increased efficiency and better-coordinated efforts. This collaborative environment is crucial for modern law firms where prompt teamwork can significantly impact client satisfaction and operational efficiency.

     7. Industry-leading customer support

Tabs3 Cloud distinguishes itself with its exceptional support team. Because we understand the importance of timely and effective assistance, we provide users with access to experienced, professional U.S.-based customer service. This support is not just about addressing technical issues; it extends to helping firms maximize Tabs3 Cloud features and creating tailored billing and financial solutions. High customer satisfaction ratings reflect our commitment to ensuring law firms have a positive experience.

Transform your law firm’s billing and financial operations with Tabs3 Cloud

Get the flexible, customized billing and financial solutions your law firm needs to achieve its goals. Tabs3 Cloud combines the reliable software you trust with the accessibility of cloud-based functionalities. Sign up for a free trial or demo today and experience firsthand how Tabs3 Cloud can streamline your operations, enhance collaboration, and safeguard your data.

When it comes to managing a law firm, there’s a lot to account for, including filing and sharing documents, trust accounting and bookkeeping, billing and payments, marketing…the list goes on.

In the digital era, law firms are continually adapting to technological advancements. Selecting the right legal software is critical, and the debate often centers around on-premises vs. cloud vs. hosted solutions.

There are valid reasons for choosing any of these solutions, and the benefits of each depend on your law firm’s needs, goals, and how you deploy the software. Let’s break down the pros and cons of each type of hosting solution and explore how to choose the best legal software solution for you.

Understanding law firm software solutions

Law firm software encompasses a diverse range of tools tailored to enhance different facets of a law firm’s functions. This includes areas like case management, document handling, billing procedures, accounting, and even time tracking.

Depending on your firm’s preference, these software solutions can reside on-site, be hosted externally, or operate via the cloud. Each option presents its own set of advantages and factors to consider.

On-premises law firm software

On-premises legal software is installed and run on computers and servers within the physical space of the law firm. This traditional approach to software deployment offers several advantages, mainly revolving around control and security. However, it also presents some challenges.

Benefits of on-premises law firm software:

• Total control over data: With on-premises software, law firms wield full authority over their data, dictating its storage location and access methods. Keeping this information on-site might be a more secure choice for firms dealing with extremely sensitive client details or high-profile client matters.
• High-level security: On-premises solutions potentially offer higher data security, as data is stored on local servers, reducing the risk of data breaches associated with cloud storage.
• Customization options: Since the software is housed on the firm’s servers, there’s often more room for customization to suit the firm’s specific needs.

Things to consider with on-premises law firm software:

• IT resources: On-premises software requires more IT resources for installation, maintenance, security, and troubleshooting. This can be a challenge for smaller firms that lack a dedicated IT team.
• Greater upfront costs: The initial costs of on-premises software can be high, including the purchase of servers, software licenses, and installation.
• Limited mobility: On-premises solutions can sometimes limit the ability of attorneys to work remotely, as access to the system may be restricted to the office computers. VPN access may be used to mitigate this potential issue.

Hosted law firm software

Hosted legal software is a middle ground between on-premises and cloud-based solutions. In this scenario, a third-party provider houses your law firm’s software on their servers, allowing for remote access.

Benefits of hosted law firm software:

• Lower IT needs: With hosted software, a third-party hosting provider handles the IT aspect of the solution, including setup, updates, and virus protection. This takes the IT burden off the law firm, making it an ideal option for multi-office firms or those with attorneys frequently working offsite.
• Cost-effectiveness: Hosted software usually involves a subscription model, which can be more cost-effective than the high upfront costs associated with on-premises solutions.
• Greater accessibility: Since the software is hosted on the provider’s servers, it can be securely accessed from anywhere, offering greater flexibility for remote work.

Things to consider with hosted law firm software:

• Dependence on a third-party provider: With hosted software, law firms are dependent on the provider for software maintenance and data security. This could potentially be a disadvantage if the provider’s services are difficult to access. Care should be taken to properly vet your hosting provider.
• Potential for higher long-term costs: While hosted solutions might have lower upfront costs, the ongoing hosting fees could add up over time, leading to higher long-term costs.

Cloud-based law firm software

Cloud-based legal software solutions allow for easy access from any location with an internet connection. This modern approach not only enhances accessibility but also offers notable cost-saving benefits.

 Benefits of cloud-based law firm software:

• Remote accessibility: Cloud-based software can be accessed from anywhere with an internet connection, offering flexibility and convenience for remote work.
• Scalability: Cloud-based solutions are often easily scalable, allowing law firms to adjust their usage based on their needs. As the firm grows, it can simply purchase additional user subscriptions.
• Cost-effectiveness: Cloud-based software typically involves a subscription model, which eliminates the need for hefty upfront investments in servers and IT infrastructure.
• Automatic updates: Updates and improvements are rolled out automatically in cloud-based software, ensuring that law firms always have access to the latest features and security measures.

Things to consider with cloud-based law firm software:

• Internet dependence: A reliable internet connection is essential since cloud-based software is accessed via the internet. If the internet goes down, it can impact access to the software.
• Data security: While cloud providers invest heavily in security, some law firms may still have concerns about client data in the cloud.

How to make the right choice: key questions to ask

When choosing between on-premises, hosted, and cloud-based software for your law firm, you have a number of essential criteria to evaluate.

Here’s a convenient checklist of questions to ask before making a decision:

• Security and compliance: Does the software offer robust security and data privacy compliance measures?
• Scalability: Will you be able to scale your software solution to align with growth and change at your law firm?
• Cost: What are the upfront and ongoing costs of the solution? While on-premises software may have high upfront costs, hosted and cloud-based solutions might involve ongoing subscription fees.
• Mobility: Where do your attorneys and legal staff work? Is remote work a necessary consideration? If your firm values the flexibility to work from anywhere, a hosted or cloud-based solution may be a better fit than an on-premises one.
• Support: How much IT support do you have or need to deploy for an on-premises solution? Factor in your needs for technical support to resolve issues and training support to help your team use the software effectively.

Choose your own software platform with Tabs3

Navigating the world of legal software can be complex, but making the right choice can significantly enhance your firm’s efficiency and success. Whether you choose an on-premises, hosted, or cloud-based solution, finding a platform that meets your firm’s unique needs and aligns with your strategic goals is key.

Tabs3 offers versatile solutions that cater to all these needs, providing powerful tools that can be deployed in the way that best suits your firm. With Tabs3, you can leverage advanced technology to streamline your operations, improve client service, and drive your firm toward a successful future.

The comprehensive suite of services offered by Tabs3 includes:

• Tabs3 Billing
• Tabs3Pay
• Tabs3 Financials
• Tabs3 Cloud
• PracticeMaster
• Tabs3 CRM
• Tabs3 Connect

Embrace the future of legal practice management. Choose a software solution that empowers your firm to deliver exceptional services no matter where you are. To find out how Tabs3 stacks up, schedule a demo or sign up for a free trial today.

First impressions? They’re happening online, and they’re happening fast.

Your website and online interactions are where potential clients get their first taste of your firm’s professionalism and attention to detail. Miss the mark here, and you could be losing clients without even knowing it.

This isn’t only about attracting clients; it’s about building trust from their first click. That’s where legal-specific web solutions and client relations management systems come into play. These tools lay the foundation for your firm’s online presence and growth strategy.

Let’s look at how these tools provide opportunities to make the best possible first impression.

Understanding the ROI of first impressions

For law firms, the return on investment (ROI) of a compelling first impression is crucial for enduring client relationships and a steady stream of referrals. What are the specific ways your website delivers ROI?

Shape client choices

A well-crafted website and a smooth client relationship management system can be the deciding factors for clients when choosing your legal practice. It’s your chance to broadcast your firm’s values and areas of expertise and make a convincing argument about why clients should entrust you with their critical legal matters.

Enhance interactions

​Consider every email, social media update, and website visit a chance to bolster your firm’s reputation and level of experience.

Law firm CRM turns this challenge into a breeze, allowing you to leverage every engagement opportunity. A great CRM provides a single source of truth for leads and helps you cultivate relationships that can shape the success of your practice.

Create convenience (for everyone)

A quality website makes it easy for your clients to connect with you. It facilitates a smoother intake process. But convenience doesn’t end there, nor is it just for your clients.

When you incorporate client convenience features into your website, such as client portals and payment links, you make it easier for clients to do business with you. You can also include helpful resources on your website, like FAQs that answer common client questions.

These features can alleviate some of the burden on your legal staff and lead to more satisfied clients.

Four ways to improve your law firm’s first impression

Ready to make the right first impression? These tips will help you put your law firm’s best foot forward with your website and legal CRM.

     1. Craft the perfect digital handshake with your website

Consider this fun fact: only 4% of searchers click on websites that show up after position three. With the latest done-for-you legal website and SEO services, your site is guaranteed to be viewed by as many prospects as possible.

Invest in legal-specific web design and content

When it comes to your law firm’s website, legal-specific is key for getting ROI. Legal industry websites are unique for many reasons, from the concerns of your audience to marketing compliance needs.

Informative content like FAQs and practice area pages tailored to promote your firm demonstrates your expertise and builds trust. While some law firms prefer to create their own content, many find that it’s time-consuming and difficult to incorporate into their regular tasks. Consider working with a legal website provider that offers content packages.

Don’t let SEO fall by the wayside

If your website doesn’t account for search engine optimization (SEO) needs, you won’t show up in search results. (And without showing up in search results, it’s difficult for prospective clients to find you.)

SEO is a complex undertaking, but you can give yourself an advantage by prioritizing a website with a:

• Mobile friendly design
• Intuitive user experience
• Fast loading speeds
• Regularly updated content

     2. Streamline client interactions with legal CRM

Responsiveness is a quality all clients want in their legal services. When you’re fending off an inbox avalanche, though, it’s a struggle to keep up. A legal CRM can help make a good impression with both leads and clients by facilitating quick responses and automated (but personalized) communications.

Use your legal CRM to help:

• Facilitate a better intake process with smart intake forms
• Speed up response times with automated email and text messages
• Decrease no-shows with automated meeting reminders
• Spend less time on data entry with integrations to your practice management software

Streamlined client interactions make a good impression, but they also improve conditions for your legal staff. When you spend less time chasing down emails or following up repeatedly, you can focus your energy on the client interactions themselves.

     3. Email marketing: consistent communication to engage clients

​When executed effectively, email marketing can be an incredibly impactful way to keep your audience up-to-date and involved.

Your legal CRM can help here by delivering targeted, informative, and personal email campaigns. Whether it’s a newsletter, case update, or festive greeting, these communications help keep your firm top of mind for your clients.

Email marketing is also a good opportunity to repurpose your website content as part of a holistic marketing strategy. Add new content to your email newsletter to educate clients about legal matters and highlight practice area pages to showcase your services.

Keep in mind that email marketing is most effective when personalized. Consider segmenting your audience and tailoring your newsletters to specific interests.

For example, if your firm provides family law and estate planning services, send one newsletter to clients in family law and another to estate planning clients. This approach can demonstrate that you’re thinking about what’s most relevant to them rather than spamming them with unnecessary information.

     4. Seamlessly integrate your CRM and website for a holistic approach

Integrating your law firm’s website and CRM provides a seamless experience from lead generation to client intake.

This combination ensures that leads are not only captured efficiently but are also nurtured through a series of professional and engaging communications. It’s about creating a cohesive journey for the client, from the first website visit to onboarding.

Elevate your practice with Tabs3 Software

Making a lasting first impression and maintaining client engagement is vital to your firm’s success. Tabs3 offers an integrated suite of solutions that combines advanced technology with a client-centric approach. With Tabs3 CRM and Tabs3 Websites, your law firm can meet and exceed client expectations, fostering trust and building enduring relationships.

Reliable Software. Trusted Service. This isn’t just a tagline. It’s our commitment to helping your law firm stand out.

Ready to transform your client interactions and online presence? Sign up for a free trial or request a demo today and experience firsthand how Tabs3 can elevate your law firm’s client engagement strategy.

Managing client demands, meeting deadlines, and maintaining work-life balance can feel like monumental tasks during the “most wonderful time of the year.” It may be tempting to let certain admin tasks slide, but it’s actually more important than ever to stay organized and efficient.

How do you thread that needle, though? You can start by tracking your time.

Don’t let it be a drag on your schedule. Track time quickly and easily with the tools you need to maximize your efficiency and minimize headaches as you head into the new year.

How time tracking helps you get your billable hours in

You might already know that tracking billable hours helps you streamline invoicing, set profitable rates, and correctly allocate resources.

But it can do more—time tracking can also help you manage your time better during this season with proper time management.

Here’s how:

Estimate time for matters: When time is at a premium, you need to know how long tasks will take to complete. Accurate and consistent time tracking gives you a historical view of how long matters take and how to prioritize billable hours.

• Reduce unnecessary tasks: If attorneys are managing heavy caseloads and still trying to get quality time with their families during the holiday season, don’t overload them with additional tasks. Time tracking can identify unnecessary processes or tasks (or simply ones that can wait until later), especially ones that aren’t billable.
• Set expectations: Don’t get overwhelmed by a busy schedule. Knowing how much billable time is required for different matters helps you set and manage your expectations for your workload. Establish time budgets for projects to make expectations clear across the board.
• Manage time creep: It happens to all of us. You start out on what seems to be a simple project, and before you know it, you’ve lost hours. But when you track time (especially against time budgets), you can set up reminders to keep you on target with billable and non-billable hours for different client matters.

Three steps for using time tracking to get in your billable hours

Make billable hours easier to fit in during the holiday season with these three proven strategies.

1.   Categorize billable and non-billable tasks

Time tracking isn’t just a straightforward log of billable hours—it provides a comprehensive understanding of how time is distributed across your entire workflow. But you only get that comprehensive view if you track non-billable hours, too.

Tracking your billable and non-billable tasks alike offers insights into all your firm’s processes. For example, if you’re feeling a crunch with end-of-the-year accounting tasks, you can review how much time it took last year to complete. If you see a trend, consider outsourcing parts of the work to free up time for billable hours.

It can also help to make a list of all the non-billable tasks typically required and prioritize them. While non-billable hours are essential to running a law firm, you may be able to delay some projects until after the busy season.

2.   Use integrated time-tracking tools

While it’s possible to track time without a software solution, doing it the old-fashioned way often leads to extra hours spent at the end of the week logging your time instead of focusing on billable tasks.

If you’re still tracking time manually, you run the risk of losing hours in the shuffle or making mistakes on invoices that could lead to a loss of client trust and valuable business.

Instead of dealing with client confusion and other headaches, try leveraging integrated time-tracking tools. The right time-tracking solution will provide tools that seamlessly integrate with your current tech stack to help you keep time in real time.

Make a firm-wide policy on time tracking and make it known to all team members, with regular refreshers to remind everyone of best practices.

3.   Create a plan for time management

Beyond simply tracking billable and non-billable hours, law firms need a concrete plan for optimizing their overall time usage and keeping their teams on task and moving forward.

Be sure to follow these steps to create a great time management plan for your firm:

Prioritize tasks based on urgency and importance

Identify tasks that require immediate attention and those crucial for long-term goals. Consider using a priority matrix to categorize your tasks into quadrants based on urgency and importance.

Set realistic deadlines

Create achievable deadlines for each task, and be sure to account for the complexity and priority of the work. Communicate deadlines clearly to your team to ensure everyone is on the same page when it comes to understanding when the work needs to be completed.

Encourage effective communication

When creating your time management plan, you and your team must have consistent, clear communication for any tasks that may be assigned so that nothing slips through the cracks.

You can do this by fostering a culture of open communication within your team and using legal-specific collaboration tools to create the ability for the rapid exchange of information and reduce the possibility of delays or missed deadlines.

Regularly review and adjust strategies

The saying “If it ain’t broke, don’t fix it” isn’t something any law firm should have as its mantra for tracking time and workflow strategy.

It’s vital to regularly review your processes so you can see what’s working and what needs to be improved. Involve your team members in the conversation so that you can benefit from their feedback.

Finish your year in the clear with Tabs3

If you’re looking for a solution that will take the heavy lifting out of tracking your billable hours and keep your law firm on the path to success, Tabs3 should be at the top of your wishlist.

Tabs3 Software has the tools your firm needs to succeed, including:

• Legal billing to help your firm get invoices out quickly and easily
• Credit card processing to streamline payments
• Trust accounting with compliance safeguards
• Dashboards to monitor your accounts payable and general ledger
• Legal client relationship management software to help you track leads and gain clients
• Matter manager to keep your team organized

To see how Tabs3 Software can help your law firm take things to the next level this busy season, schedule a demo or sign up for a free trial today.

During the holidays, work tends to drift downward on our list of priorities. It’s still important, of course, but during this season, family and friends tend to be at the forefront of our minds.

With all the hustle and bustle of family gatherings, shopping for gifts, and celebrating the new year, lawyers find themselves with three big issues:

1. There’s less time to accomplish everything on your to-do list.
2. Because you want to spend time with your loved ones, you want to work less.
3. You still need to help your clients with their case matters.

Whether you’re a solo law firm or a mid-sized business, the same issues will crop up every year. How to solve all these problems simultaneously may seem like a paradox, but the answer is simple: using workflow automation to accomplish more in less time.

What is workflow automation?

Workflow automation may sound like a buzzword, but it’s a well-established practice that can help law firms reduce the amount of time they spend on repetitive tasks.

Workflow automations vary by industry, but generally, they work by setting up “trigger” events to initiate a task or process. For law firms, this could include:

• Populating document templates with client data directly from your practice management system
• Starting a notification email following the completion of certain tasks
• Adding appointments to your calendar from Outlook

Let’s look at three specific examples of how automation can help you reclaim your time so you can spend more time with your family this holiday season (without constantly stressing about your to-do list).

How law firms can save time and money with workflow automation

The three areas where workflow automation can really save your firm time and money are setting up more efficient processes, running billing and financials, and managing client relationships.

1.   Build more efficient workflows

We know you don’t want to choose between having a joyous holiday season with your family and providing your clients with the high level of service. Thankfully, setting up workflow automations means you don’t have to choose.

Using your legal practice management software, teams can automate administrative and repetitive tasks such as:

• Creating and assembling documents
• Drafting emails
• Adding calendar appointments
• Setting calendar reminders
• Running reports

These tasks may not seem particularly time-consuming in the moment, but they add up. Think of it this way: lawyers often bill to minimum increments (i.e., 6 minutes). At the end of the week, how many billing increments have you spent on these tasks when you could automate them instead?

Document assembly and creation

With legal practice management software, firms can use document management features to build customizable templates. This one-time setup enables your team to assemble future documents at lightning speed that can be automatically populated with client data.

Email drafts

Your clients rely on you to provide timely updates about their matters, but starting emails can be a major mental lift. Set up workflow automations to draft emails based on specific triggers in your practice management system. For example, if you have to schedule a deposition, you can set up an email reminder to the person being deposed.

Attorney-friendly calendars

Managing your calendar doesn’t have to be a manual process. Calendars integrated with your practice management system feature advanced functions that can save you and your team significant time.

Look for legal practice management software that includes an attorney-friendly calendar that syncs with Outlook to ensure you never miss an event, even if your attention is on other tasks.

Other helpful features include calendar plan templates that allow lawyers to schedule a series of events following a kick-off date, such as a client onboarding. Integrated calendars can also alert users to double bookings to prevent future conflicts or rescheduling.

Lawyers can also use automated workflows to manage their calendars more efficiently with workflows that trigger appointment scheduling and calendar reminders to help you keep your schedule organized and top-of-mind.

Running reports

When your firm runs reports regularly, such as every week, month, or quarter, you can save time by automating report generation. Report automations can offer an easy one-step option to create and save a predefined set of reports with the click of a button.

2.  Automate billing and financial tasks

Billing and financial tasks can be repetitive. With a billing matter manager, firms can streamline almost every step of the process to realize big-time savings.

Use a legal billing software solution to:

• Review or update key metrics, such as accounts receivable, work-in-process, and trust balances
• Track time
• Bill using flexible fee structures
• Perform common tasks
• Run financial reports
• Process monthly client invoices in less time
• Manage online payment processing

Take credit for your work, no matter where you are

During the holidays, remote work is a common staple as people travel to spend time with their families. With Tabs3 Billing, firms can process client invoices securely, whether your team is in the office or working from home.

To speed up the billing process, you can email statements one at a time or in batches. Teams can create draft statements and track which ones are still under review or review any transaction on a bill to edit or update it.

Trust accounting without the hassle

Trust accounts need to be monitored for compliance. But with the right legal billing software, firms can set clear workflows for handling trust accounts, such as when to withdraw funds or replenish funds, which can save time and protect your firm from missteps. Tabs3 Trust Accounting also provides advanced reporting and easy-to-use dashboards that offer a bird’s eye view of your firm’s trust accounts.

3.  Use a CRM to complete client intake more efficiently

With legal client relationship management (CRM) software, firms can streamline client intake workflows and communicate more efficiently.

Even better, legal CRM tools offer a range of automation features that can keep client intakes moving during the holidays, such as follow-ups, eSignature requests, and appointment confirmations.

These automations reduce the stress on your administrative or intake staff, but they can also improve communication with clients (or soon-to-be clients) during a hectic time of the year. Instead of worrying about overlooking an appointment, your clients can trust that you’re keeping track of meetings and appointments for them.

Automations in your CRM aren’t limited to client intake tasks or meeting reminders, though. You can also use automated email and text message marketing to send seasonal greetings to leads, clients, and referral partners. Let them know about holiday hours, celebrations, and important end-of-year information.

Ring in the new year with Tabs3

It’s a smart practice to implement automations at your law firm, but not all automations are the same. You want to make sure you’re able to customize workflow automations to the precise needs of your practice.

Tabs3 Software is an industry-leading practice management software that allows attorneys to dial in automations to do exactly what is needed. Instead of out-of-the-box automations that only partially work for your firm, Tabs3 offers high levels of customization along with customer service that’s second to none.

Schedule a demo today to see why tens of thousands of legal professionals trust Tabs3 with their business.

Think of the end of the year as not just a finish line but a vantage point—a moment to pause and evaluate your law firm’s landscape: the cases you’ve handled, the milestones achieved, and the challenges overcome.

It’s also a time for firms to distill lessons learned and chart a course for a future ripe with potential. So, don’t miss the opportunity to strengthen the foundation for the upcoming year.

But how you reflect makes a difference. Without a systematic, organized approach, it’s too easy for your observations to fall by the wayside. Let’s dive into the essential steps for conducting a comprehensive year-end assessment that ensures your firm thrives in the coming year.

Reflect and assess: the power of year-end reviews

The new year is a time to take stock of your firm’s progress. A comprehensive year-end review is more than a retrospective; it’s a strategic tool for future success. You’ll want to assess the following:

• Major achievements: Celebrate your wins and assess the factors that led to success. Reflecting on these accomplishments can boost morale and provide a blueprint for replicating success in the coming year.
• Challenges and solutions: Analyze the hurdles your firm encountered and how you overcame them. This critical analysis will refine problem-solving strategies and prevent future issues.
• Performance metrics: Review key cases and transactions to gauge your firm’s operational health. A data-driven approach allows for targeted improvements and benchmarks future performance.
• Future goals: Set actionable objectives based on this year’s insights to drive next year’s success. Clear goals ensure your firm moves forward with purpose and direction, ready to tackle new challenges.

Looking back allows you to set the stage for your firm’s future, ensuring you remain competitive and grow sustainably. Next, assess your cases.

Perform a case review: streamlining for success

End-of-year case reviews can identify areas needing attention and ensure that your firm’s caseload is managed effectively.

• Ongoing case catalog: During the year, keep a detailed record of current cases, noting their status and potential issues. This organizational step is crucial for prioritizing efforts and resources effectively.
• Case prioritization: Determine if there are matters that require immediate attention before the end of the year. Prioritizing cases ensures that you meet critical deadlines and manage client expectations.
• Strategizing for completion: For cases that are behind schedule, develop targeted strategies to bring them to a close. This may include reallocating resources or adjusting tactics to ensure a successful outcome.
• Case management optimization: Analyze your case management practices for any inefficiencies. Implementing improvements now can lead to smoother operations in the future.

Evaluate your operational efficiency

Seize the chance to fine-tune your operations. Clear, easy-to-scale processes will pave the way for enhanced efficiency and growth in the coming year.

• Practice management systems: Maximize using your practice management software to automate routine tasks, which can lead to significant time savings and reduced errors. A well-integrated system can transform your firm’s day-to-day operations, making it more agile and responsive.
• Billing and financial review: Scrutinize your billing processes to pinpoint inefficiencies and confirm that financial reporting delivers actionable insights. This streamlines operations and positions the firm for a better financial overview and client transparency. Consider automating your financial processes with legal billing software.
• Marketing activities: Is your law firm connecting with leads in a way that supports growth? Your marketing activities are a big component of this. Evaluate your sales funnel and identify where leads might be dropping off. If you don’t already, consider adopting legal client relationship management software.
• Attorney and staff review: Reviewing objective data on attorney and staff activities throughout the last year gives you valuable insight into how you can improve your firm’s operational health. Look at metrics like utilization rate, average time spent on cases, work in progress, employee turnover, and client satisfaction.

A new year is a great time to streamline your firm’s operations, enhance client satisfaction, and set a strong foundation for the upcoming year’s challenges and opportunities.

Carry out a client service audit

A comprehensive audit of client service is essential for reinforcing the firm’s commitment to excellence and ensuring that client relationships are nurtured for long-term success.

• Transparent communication: Regularly update clients on their case progress and billing details. This transparency is key to building trust and reinforcing the value you provide.
• Billing clarity: Ensure that your billing practices are straightforward, with invoices that are detailed, yet easy to understand, avoiding any confusion and reinforcing trust.
• Responsiveness to inquiries: Evaluate how quickly the firm responds to client communications. A swift response time is often just as important as the outcome of a case in a client’s eyes.
• Proactive client engagement: Don’t just wait for clients to reach out. Regular check-ins can uncover unmet needs and opportunities to provide additional value.

By auditing and improving client service, your firm demonstrates a dedication to client satisfaction that goes beyond the standard. This commitment can significantly enhance client loyalty and your firm’s reputation, which are invaluable as you move into the new year.

Consider website optimization as a way to improve your client experience

Assess your website’s user experience to ensure it effectively captures potential client interest and makes doing business with your law firm easy.

A well-optimized legal website serves as a 24/7 representative of your firm, drawing in new business and providing existing clients with valuable resources like access to educational resources, law firm communication platforms, and payment tools.

Plan ahead for strategic adaptability

The legal sector’s rapid evolution demands firms approach year-end planning with a keen eye on future trends and client expectations.

• Flexible service offerings: Regularly reassess and adjust your offerings to align with the latest legal developments and client requirements. This approach ensures your services remain relevant and sought-after in a competitive market.
• Prepare for industry changes: Keep your strategic plan dynamic, with built-in flexibility to swiftly respond to unexpected industry shifts. This readiness can be the difference between capitalizing on opportunities and being sidelined by change.
• Anticipate changing client needs: Maintain a dialogue with clients to gain insights into their future challenges. By understanding their evolving needs, your firm can develop solutions that resonate with clients and reinforce their trust in your services.

Embracing adaptability in your strategic planning keeps your firm future-focused and demonstrates a commitment to innovation and client care, essential qualities for long-term success in the legal field.

Embrace confidence and efficiency in 2024 with Tabs3 Software

Discover how Tabs3 can be the catalyst for your firm’s most profitable year yet.

With advanced billing, comprehensive financial reporting, and seamless practice management, Tabs3 is designed to elevate your firm’s performance. Take the first step into a brighter future: start your free trial or schedule a demo today.

As we approach the gift-giving season, it’s time to consider extending your list beyond friends and family to include your law firm and staff.

Traditional office gifts like gourmet food baskets or swag items can show appreciation and even bring cheer to the office. However, don’t underestimate the lasting joy that reliable and efficient legal practice management software can bring to your law firm staff.

The gifts of reliability and efficiency can transform your firm, increasing productivity and fostering a more satisfying work environment, paving the way for long-term success.

What to look for when you’re shopping for a legal practice management software

As a legal professional, you know the demanding nature of not just practicing law but the business of running a firm.

The complexities of managing client matters, tracking billable hours, staying compliant with ever-changing regulations, and delivering top-notch legal services can be overwhelming.

The last thing your firm needs is legal software that is difficult to use, doesn’t meet all your needs, doesn’t support your workflows, or is just plain frustrating. No firm can afford the time and money it takes to implement a system that doesn’t work for them.

What makes great practice management software, though? The key is to look for solutions that support reliability, user experience, and compliance.

Reliability

One of the foremost considerations for any software used in a law firm is reliability.

Legal professionals can’t afford downtime or data loss. Your software solution needs to be stable, and critical data should be available to you when you need it, but also provide data security, with robust safeguards in place to protect sensitive client information and maintain confidentiality no matter when or where you need to access it.

User-friendly interface

Ease of use is paramount when selecting software for law firms. A user-friendly interface makes it easy for attorneys and all staff to quickly adapt to the software and take full advantage of its features from day one.

This user-friendly interface should extend to tasks like time tracking, file-sharing, and payments; essentially, the activities critical to your law firm operations.

Compliance

In the bustle of daily work, it’s understandable that crossing every “t” and dotting every “i” gets put on the back burner. Yet legal billing and accounting requires precision and strict compliance with bar association rules, especially for trust accounts.

Not meeting these requirements can put your law firm at risk. With integrated software solutions, you reduce your risk of errors, increasing your peace of mind and preventing disputes.

How legal-specific practice management software benefits your firm

This holiday season, enhance your law firm’s organization, save time, and streamline collaboration. Legal-specific software can help you manage all aspects of your firm’s matters, minimize time spent on administrative tasks, and provide a central platform for effective collaboration.

Enhanced organization

First on our list is enhanced organization. When your tech stack works well together, legal professionals can manage all aspects of the firm’s cases, from client intake to billing, without switching between different products.

This cohesiveness promotes a more organized and efficient workflow, reducing oversights and errors.

Time savings

Time is a precious commodity for everyone at your firm. Integrated software solutions minimize the time spent on administrative tasks by automating processes like time entry, invoice generation, and financial reporting. You can redirect the time you save toward building client relationships and providing high-quality legal services.

Streamlined collaboration

Collaboration is essential within a law firm. Your software solutions should give your team a central platform where attorneys and all staff can access the same information and collaborate on cases more effectively. This leads to better teamwork and ultimately, better outcomes for clients.

Reasons why the best gift for your team is Tabs3 Software

For law firms, every minute counts. Choosing Tabs3 means you’re essentially giving the gift of time and convenience to your team. Here’s how:

1. Ease of intake

When you begin working with a potential client, there are several tasks you need to do right away. Tabs3 CRM allows you to seamlessly engage with leads and nurture those relationships with intelligent intake forms. What’s more, Tabs3 CRM provides robust automation capabilities that mean your leads are continuously engaged without you needing to take time away from billable hours.

As you onboard new clients, you can rely on the Conflict of Interest feature in PracticeMaster to maintain ethical compliance. It helps law firms identify and mitigate potential conflicts of interest, ensuring that clients receive undivided attention.

2. Seamless integration

From timekeeping to billing, general ledger to financial reporting, Tabs3’s suite of products work together harmoniously, providing a unified and efficient platform for managing your law firm’s operations.

PracticeMaster is a comprehensive practice management solution that offers case and matter management, time tracking, contact management, and more. PracticeMaster seamlessly integrates with Tabs3 Billing to provide a comprehensive solution for law firms.

3. Focus on what matters

This integrated software solution allows every member of your firm to focus on what matters most: providing excellent legal service to clients. Tabs3 allows you to set up repeatable workflows and automations to reduce the burden of administrative tasks.

For example, PracticeMaster’s Document Assembly feature simplifies the process of creating legal documents. Your firm can quickly generate customized documents that are accurate and compliant, saving time and reducing the risk of errors. You can then send those documents with just a few clicks, thanks to PracticeMaster’s secure file-sharing tools.

4. Improved client service

With Tabs3, law firms can provide a higher level of client service. Timely and accurate billing, efficient case management, and easy access to client information all contribute to a better overall client experience.

The Tabs3 Matter Manager empowers law firms to manage client matters with ease by providing a convenient way to view detailed information on individual client matters and launch commonly used programs from within one window. It streamlines matter organization and case tracking, ensuring that all essential case information is readily accessible to legal professionals.

5. Better billing and accounting

Billing is at the core of law firm operations, and Tabs3 Billing simplifies the entire billing process. It automates time entry, generates invoices, and provides in-depth billing reports, ensuring accurate and efficient billing practices.

Meanwhile, Tabs3 Financials is a robust accounting solution tailored for law firms. It includes general ledger, trust accounting, and accounts payable software. Designed to work with Tabs3 Billing, it ensures that law firms have complete control over their financials.

6. Growth and profitability

As your law firm becomes more organized and efficient with Tabs3, you can take on more cases without significantly increasing overhead. This can lead to increased profitability and opportunities for growth.

Give your team the gift of Tabs3

By gifting your team Tabs3 legal practice management software, law firms can take a significant step toward achieving greater efficiency, accuracy, and client satisfaction. It’s not just a gift, and it’s not just software; it’s a strategic investment in the success and longevity of your law practice.

In a field where every minute counts, Tabs3 allows law firms to streamline their workflows, enhance organization, and give their teams the gift of time. Schedule a demo to see Tabs3 in action.

From small offices to full-service firms, legal practices of all sizes have much to gain from embracing cloud-based legal technology.

According to research, businesses should expect to see a return on investment that more than doubles the amount of money they spend to set up cloud-based services. This is partly because cloud options offer an immediate and significant reduction in IT costs. They also make scaling simple, which is advantageous for the ever-growing number of firms that have taken on increasing workloads in 2023.

By opting for a cloud-based solution that comes packed with powerful billing and accounting features, like Tabs3 Cloud, not only are you streamlining your firm’s operations, but you also get to enjoy the same easy-to-use interface and data privacy as our traditional on-premises options.

As an industry leader in legal software solutions, we recognize just how impactful these factors are on your firm’s efficiency, culture, and bottom line. That’s why we’re taking everything you know and love about Tabs3 Billing and Tabs3 Financials to the convenience of the cloud.

Here’s what you can expect from Tabs3 Cloud

Tabs3 Cloud is a cloud-based legal billing and financial software solution designed specifically for the way today’s fast-paced, multifaceted law firms operate. It includes our most popular Tabs3 Billing and Tabs3 Financials features so you can manage your time, billing, and finances more effectively.

Tabs3 Billing tools

By accessing the Tabs3 Billing Matter Manager in the cloud, you can review all of the information it takes to run a financially healthy legal practice whenever and wherever it suits you:

• Client contact information
• Write-offs
• Work-in-process
• Account balances
• Recent payments

Much like the on-premises version of our billing and financials software, Tabs3 Cloud automates your workflows with customizable, easy access to all of the tasks your firm completes most often.

Tabs3 Billing also features stopwatch timers, which allow you to track and bill for your work in a single click. Keep your most important financial data, from accounts receivable to works in process, within reach with handy widgets and intuitive graphs that display your most recent billing data using the dashboard.

Even batch billing is made easier with Tabs3 Cloud. With Tabs3 Cloud, remote team members can collaborate on billing tasks in real time without having to be in the same physical location. This means that bills can be created, updated, and approved more quickly and efficiently without waiting for key stakeholders to be available in-office.

When clients are ready to submit payment, Tabs3Pay makes payment processing simple for them, with a streamlined and secure experience.

Tabs3 Financials features

Tabs3 Cloud also includes a full range of robust accounting features that are tailor-made to meet your legal practice’s unique needs.

Like the on-premises version of Tabs3 Financials, you can track and manage trust accounts with confidence that Tabs3’s built-in safeguards will protect your firm from accidental compliance violations and potential malpractice claims. Tabs3 Cloud also alleviates the tedium of three-way reconciliations of your client trust accounts, and even conveys trust account balances to your clients automatically on their statements.

Every dollar is accounted for, every day. To top things off, a wide variety of visually intuitive reports are available so that you can make data-driven decisions about your firm’s financial future.

Remaining in good standing with your vendors is simplified with the ability to view your accounts payable data remotely, including:

• Vendor invoices
• Payments
• Advanced client costs
• Transaction status

The check register maintains a record of all of the checks that you have written, along with the date, amount, and payee. It also shows the status of each check, so you can easily tell which checks have cleared and which are still outstanding.

Say goodbye to server struggles for good

Tabs3 Cloud brings all of the reliability and experience you’ve come to expect from Tabs3 without the potential drawbacks of a traditional on-premises server. You’ll save time, money, and energy by making the switch to cloud-based billing and accounting tools, but you won’t have to sacrifice efficiency or compliance to do it.

Work from anywhere

Tabs3 Cloud opens up new realms of possibility for remote work. Whether you’re commuting across town or flying around the world, you can access your billing and financial applications securely from anywhere.

Data privacy and security

Leave the details to the legal technology professionals so you can spend more time serving your clients and less time maintaining your server. Tabs3 Cloud provide you with the peace of mind that only industry-leading security measures can bring:

• Data encryption
• Role-based access control
• Two-factor authentication
• Regular security audits
• PCI DSS compliance

Friendly, US-based support

Our award-winning support staff is available by phone or email during business hours, and they consistently receive a customer satisfaction rating of 98% or higher. When you need assistance, you’ll get to speak with a real human committed to your firm’s success.

Effortless collaboration

When multiple legal team members work on a matter, collaboration may be needed to create a complete invoice. Cloud-based legal technology, like Tabs3 Cloud, can help law firms improve their collaboration by providing a central repository for data and real-time communication tools.

Take your legal practice to new heights with the reliable software and trusted service only Tabs3 Software can provide

Propel your firm toward higher profits with reliable software that’s designed specifically for the way that today’s fast-paced, multifaceted law firms operate.

Tabs3 Cloud includes all of the features you trust from Tabs3 Billing and Tabs3 Financials and puts them on your browser in the same easy-to-navigate interface you’re familiar with.

Whether you’re a longtime Tabs3 user or switching from another billing tool, Tabs3 Cloud is the perfect solution to keep operating accounts and client funds organized and accounted for.

Discover what the most dependable software solution for billing and financials on the market can do for your legal practice. Learn more about the benefits of Tabs3 Cloud today!