Tabs3 BillingTabs3 Billing

Overview | Features | FAQ | Integration | Testimonials

Tabs3 Billing Software is the industry standard for legal time and billing software, and the best way to make sure you and your staff bill clients on time. Here are the features that make it an industry leader:

Easy to Use

The Tabs3 Client Manager gives you a quick look into all of a client's most important statistics and quick access to the features you use 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 customizable one-click access to the ten tasks you do most often.

Client Manager screenshot

Secure Your Information

Restrict the ability of any user to view, enter, edit, or delete information from any client or matter. Access profiles make sure that sensitive information remains secure, and strengthen the ethical walls in your firm.

Track Your Time Easily

Easy-to-use time entry forms help you and your staff enter time quickly. Use stopwatch timers to track time while you work, then turn time records into fees with one click. Use a client’s default billing settings, or change them for non-typical fees. Track both Hours Worked and Hours to Bill for the most accurate reporting. Show a fee entry list to see what you have already entered.

Tracking Your Time video

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Bill Exactly the Way You Want To

When you use Tabs3 in your law office, you have nearly unlimited billing rate flexibility. Every lawyer or paralegal whose time is billed to clients can set up default billing rates for new clients. You can also use a standard rate for timekeepers’ levels (partner, associate, etc.) or create customized rate tables for any client matter.

For matters with multiple payees, split billing allows you to bill several individuals a percentage of fees and/or costs for one matter. Besides flexible hourly billing, other billing options include contingency, flat fee, retainer, electronic task-based (Taskbill required), threshold, and progress billing.

When clients pay for multiple statements or matters with one check, you can easily allocate the payment across all of the statements and timekeepers with one payment entry.

Record a Payment video

Add your law firm’s logo, customize terminology, and use client-specific notes to make sure statements look the way you want them to. Print bills for all clients at one time, or select groups of clients based on primary attorney, matter type, client status (Progress Billing, Task Based, Bill on Demand, etc.), and more.

Bill Your Time video

Tools to Get Your Bills Out Faster

Send bills to clients in minutes, not hours, by using the Tabs3 Email Statements feature. Set up an email template that uses client information that you already entered into the software. Tabs3 will automatically attach a PDF statement to each client’s email, so that you can send batches of statements in just a few minutes.

Email Statements video

Review unbilled time and expenses by attorney or matter using transaction reports and/or draft statements. From the preview mode, click on individual transactions to drill down and edit them.

Use Pre-Bill Tracking to track the status of individual bills and the work you have in process. See which statements have been reviewed and are ready to be sent, and which statements are on hold.

Create electronic task-based bills in formats such as LEDES, LitigationAdvisor, and over 100 other formats and subformats. Tabs3 Taskbill Software is required and sold separately.

Reports to Stay on Top of Your Billing

Top Client Report
Quickly see your most important clients. Rank your clients by work-in-process, billed amounts, write offs, paid amounts and more, for any time period, with the Top Client Report.

Top Client Report screenshot

Collections Report
Find your highest-priority accounts receivable clients with the Collections Report. Review amounts billed, payment histories, outstanding invoices, and client contact information for easy follow-up.

Collections Report screenshot

Work-in-Process Reports
Unbilled transactions are a click away with Work-in-Process Reports. Sort unbilled transactions by client, timekeeper, date, and more to make it easy to find the information you need.

Detail WIP Report screenshot

Recap of Hours Report
Summarize your daily, weekly, and monthly worked hours with the Recap of Hours Report. This report is particularly useful for identifying hours of work that have not yet been entered.

Missing Time Video

Client Ledger Report
A Client Ledger Report displays a complete history and status of all billing statements. See what has already been paid, and what is currently due.

Client Ledger Report screenshot

Accounts Receivable Reports
Review amounts billed to each client and amounts currently due. See a summary or detailed report of amounts due by attorney or by invoice.

Accounts Receivable by Invoice Report screenshot

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Advanced Compensation Rules

Set up compensation rules for originating, primary and secondary timekeepers. 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 Kari, Deb and Phil.
  • Dan gets 5% of receipts for ACME Insurance until June 2015.
  • Brad gets 10% of receipts for Widgets International until he receives a total of $10,000.

Fee Compensation Rules Report screenshot

Compensation Reports and Tools

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.

Detailed Allocated Payments Report screenshot

Cash Receipts Report
See all of your payments for any date range broken down by fees, finance charge, expenses, and advances.

Unallocated Payments Report
Review all payments that haven’t yet been allocated to a particular invoice.

Unallocated Payments Report screenshot

Reports That Give Insight into Your Firm's Business

Client Productivity Report
To determine which clients or matter types are most profitable for your firm, run the Client Productivity Report. You will see how much your firm profits from a single matter or area of practice and how that compares with prior years.

Client Productivity Report screenshot

Timekeeper Profitability Report
Review billed amounts and overhead for each timekeeper.

Timekeeper by Productivity Report screenshot

Receipt Allocation Report
Track how payment amounts were distributed with the Receipt Allocation Report. Quickly review payments to see what each attorney received, and how much of the payments were for advances, expenses, sales tax, and finance charges.

Receipt Allocation Report screenshot

Category Productivity Report
Billings, rates, write-ups and write-downs are organized by area of practice in the Category Productivity Report.

Category Productivity Report screenshot

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Reports for Electronic Billing

Task Code Billing Report
A list of all 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.

Reports That Give Insight Into Employees' Productivity

Timekeeper Productivity Report
The Timekeeper Productivity Report summarizes billed hours and amounts by specific timekeepers. It shows you effective billing rates, write-ups and write-downs, as well as total billable and non-billable hours and amounts for each timekeeper.

Timekeeper Productivity Report screenshot

Category Report by Timekeeper
See which staff members handle 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 area of practice for each timekeeper.

Category Report by Timekeeper Report screenshot

Timekeeper Status Report
Get a quick overview of all work-in-process and accounts receivable for each timekeeper whether they are the primary, secondary, or originating timekeeper.

Timekeeper Status Report screenshot

Timekeeper Analysis Report
See what has been billed and paid by each timekeeper. You can see billed hours, original hours, billed amounts, and gross receipts.

Timekeeper Analysis Report screenshot

Tools to Get Paid Faster

By using Tabs3 to accept credit cards, you enter the payment in only one place. By accepting credit cards, you get paid faster while shifting collection risk to the credit card companies. There’s even a chance someone will make a payment on their way out of your office! Learn more here.

Credit Card Processing video

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Integration

Tabs3 integrates with Tabs3 Financial software, PracticeMaster, PenSoft Payroll Solutions, e-billing (via Tabs3 Taskbill), Tabs3 Cost Recovery Software, and QuickBooks®.

Learn more about Integration

Platinum

Upgrade to a Platinum version for the top of the line Tabs3 software. Platinum features include:

Tabs3 Connect
With Tabs3 Connect you can:

  • Enter your time
  • See all of your appointments (and everyone else’s) on the firm-wide calendar
  • Manage your task list
  • See the most recent work done on a matter
  • Review case documents
  • Look up a client’s billing summary
  • See a client list
  • Look up your firm’s contact list
  • Add costs
  • Send and receive eNotes (intra-office instant messages)
  • …and more! Learn more about Tabs3 Connect.

Tabs3 Connect provides access to Tabs3 and PracticeMaster anywhere you can connect to the internet. Log in to www.Tabs3Connect.com from your smartphone (iPhone®, Android, etc.), tablet, laptop, or your computer at home (PC or Mac).

HotBackup
Back up your data while people keep working.

Auto-Recovery
Protect your data from damage caused by unforeseen power outages or lost network connections.

Accelerators
Get reports, filtering, and sorting 10 to 30 times faster. If you have a large data set, lots of users, or a congested network, you will notice significant results.

Log Off User
Give all users a chance to save their work and exit before they are logged off automatically. Use Log Off User when it’s time to do maintenance work, such as installing software updates.

eNote
eNote is intra-office messaging in PracticeMaster. Sometimes you cannot wait for someone to find your email in an overflowing inbox. Other times you need to tell someone something while on the phone. When you receive an eNote, it pops up on your screen. You can easily reply, forward, or dismiss it. If you don't want to be bothered, you can set your status to "Do Not Disturb," so your eNotes can be read later. You can also use eNote to send co-workers links to appointments or any other record for quick reference.

Platinum SQL
In addition to all of the Platinum features, you can use 64-bit server capabilities for faster data queries in external programs such as Microsoft Access® and Excel® with Platinum SQL.

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Contact Us

  • 1621 Cushman Dr
    Lincoln, NE 68512

  • Phone: (402) 423-1440

  • Email: sales@tabs3.com

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