Client intake for law firms
Automate client communications from end to end.
Tabs3 CRM gives law firms the tools to manage client relationships, streamline intake, and automate marketing workflows.
Convert more leads, and stay top of mind with prospects. When integrated into PracticeMaster, no qualified opportunity slips through the cracks
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Schedule a one-on-one demo with a product expert.
We'll walk through your current intake and marketing processes and show you how Tabs3 CRM can help your firm get more clients with less work.
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Nurture leads at every stage of your marketing funnel.
Manage intake with less effort and more impact. With Tabs3 you have everything your clients need for a smooth onboarding and even smoother relationship.
Handle every stage of the client journey—from first contact to active matter—with centralized records, organized intake, and clear visibility into your pipeline.
Complete Contact & Matter Profiles
Store contact details, notes, status, practice area, intake progress, and communication history for every lead and client in one place.
Intake Pipeline Visibility
Track prospective clients through every stage of intake with customizable statuses and workflows, so you always know who needs attention next.
Simple Conversion to PracticeMaster
When a prospect is ready to hire your firm, convert them from Tabs3 CRM to a PracticeMaster client in just a few clicks.
Resources
Introducing Tabs3 CRM
See how easy it is to get started with Tabs3 CRM and how it supports your entire client journey.
5 Reasons Why Law Firms Need CRM
Learn how legal CRM helps grow your business by organizing leads, improving follow-up, and turning more prospects into clients.
Ready to try out Tabs3 CRM?
Get the guidance you need to get started with Tabs3 CRM. Talk to one of our specialists to integrate into your existing workflow.
Talk to a SpecialistBook a demo
Schedule a personalized Tabs3 CRM demo to see how your firm can get more clients with less work.
Frequently asked questions
Tabs3 CRM is a client relationship management service that is used to gather and manage prospective clients from multiple marketing sources. Tabs3 CRM simplifies the process of qualifying leads through customized intake forms and automated communication (via phone, email, and text messages). Once you are ready to take on the client, you can easily create a client in PracticeMaster using the information from Tabs3 CRM.
Yes. Once a lead becomes a client, they can be sent to PracticeMaster as a new matter. To send a lead to PracticeMaster, use the following steps:
- In Tabs3 CRM, click on the Inbox tab.
- In the Lead Inbox list, click on the lead.
- In the Action Menu on the right, select Export to Tabs3 Software.
You can also include information from Tabs3 CRM in the Conflict of Interest search in PracticeMaster.
To increase or decrease the number of available licenses in Tabs3 CRM, please contact the Tabs3 Sales Department. See KB Article R11198, “Contacting Tabs3 Software,” for contact options.
Once your Tabs3 CRM account has been created, you will be contacted by a product expert who will help you complete the onboarding process. During that process, you must finish linking the Tabs3 CRM account to PracticeMaster using the following steps:
- In the PracticeMaster Quick Launch, search for and select “Tabs3 CRM Configuration.”
- Click the Please sign in using CRM administrator credentials link.
Enter the email address and password of the CRM administrator, and click OK.
Onboarding usually takes 4 to 8 weeks to complete. However, this can vary due to many factors, including how many custom intake forms need to be created, scheduling training, and complexity of setup to fit your firm’s structure.