Making a new change at a law firm can be a time-consuming process. However, the best way to increase profits is to consider where there may be bottlenecks in your current workflows. One of the most common challenges for lawyers is invoice processing times. With such a wide range, anywhere from two weeks to less than three days, it can be difficult to maintain a dependable cash flow.

Paper-heavy invoicing processes are one of the significant factors behind a delayed billing cycle. If your firm is looking for a new way to decrease administrative hours, consider the switch to paperless invoicing.

Why are law firms still using paper?

Many law firms still use paper to file invoices. The perceived benefits are understandable. When running a business, employees develop a routine within existing systems. Upper-level management may experience pushback when attempting to implement a change.

Another common belief is that clients prefer paper invoices when, in fact, 65% of Americans have paid a bill using their cell phones in the last year.

Additionally, law firms may believe that physical documents are more secure than electronic ones. After all, one out of every 40 cyberattacks targets a law firm. Lawyers are rightfully concerned about adopting technology and protecting client information.

However, this issue can be mitigated by choosing legal-specific practice management software with the highest data security standards.

4 reasons paperless invoicing benefits your firm

Your firm may be hesitant to switch, but the bottom line is that paperless invoicing can benefit your firm in many ways, from costing less money to automating tedious tasks.

1. Paperless invoicing is a cost-saving, revenue-boosting move

Think of how much your law firm currently spends on paper invoices, with line items including postage, printer paper, ink, and expensive, heavy-duty printers. Switching to an electronic system cuts overhead costs, saving on average $1,000 per employee annually and $4-8 per invoice.

Switching to paperless invoicing can also help increase your cash flow, ensuring your firm can always cover ongoing expenses such as salaries, rent, and technology costs.

2. Paperless invoicing reduces environmental impact

Clients increasingly value service providers who take environmental issues seriously. Paperless invoicing is one way to demonstrate you care about the planet.

Consider that paper makes up 26% of landfill waste. By switching to electronic invoicing, your firm can help protect the planet for future generations.

3. Paperless invoicing is more efficient

Paper invoicing can be tedious, making it more difficult to complete correctly. When a law firm makes the switch to paperless, they benefit with improved accuracy and fewer errors due to:

• Automated data entry and calculations: Legal billing software automates invoice creation, calculating billable hours based on time tracking data.
• Standardized templates: Standardized formats remove errors and ensure that all required fields are completed, maintaining compliance with client billing guidelines.
• Real-time error checking: Legal billing software flags common issues, including duplicate entries, excessive billable hours, and formatting inconsistencies.

4. Paperless invoicing meets client expectations better

Clients check their phones an average of 144 times per day. Improve client satisfaction at your law firm by allowing them to pay on their phone. Plus, your team will receive the funds faster.

When clients see an invoice in their email or via text, they can click the link and pay immediately, rather than sending in a check by mail, which takes at least one business day once they remember.

How to incorporate paperless invoicing in your law firm

While paperless invoicing offers clear benefits to law firms, they depend on choosing the right invoicing software. Tabs3 Billing offers features just for the legal industry to streamline processes and simplify invoicing.

Create customized electronic statements

Your law firm may have specific formatting for how you want your invoice to look. With Tabs3 Billing, you can match that with statement formatting.

These changes can be made firm-wide so that everyone is on the same page about how to create a statement. Options to customize the statement include (but aren’t limited to):

• Previous balance position
• Print non-billable hours (yes/no)
• Courtesy discount position
• Blank lines between statements
• Terminology
• Headings
• Cover sheet

Take advantage of email statements

With Tabs3 Billing, you can quickly email statements to your clients via Outlook or SMTP. Tabs3 provides customizable email templates for creating messages with the attached PDF invoice. You can use time-tracked, saved details and contact information to create and send invoices via email seamlessly.

To ensure your email account for legal clients doesn’t fill up, set up a different account for your billing. This way, all billing-related matters fall into that account. You can even set up email rules to sort statements into specific folders.

Implement client convenience tools like online payments, mobile access, and client portals

Tabs3Pay, a law firm credit card processing provider, seamlessly integrates with Tabs3 Billing. The setup takes less than an hour, allowing your law firm to start accepting payments almost immediately.

Some of the benefits of Tabs3Pay include:

• Advantageous pricing: Tabs3 supports surcharging, reducing the fees associated with credit cards.
• Trust requests: Send a link via email to accept online trust deposits in minutes.
• Payment schedules: Set up scheduled payments so clients always pay on time.

When you use Tabs3 and Tabs3Pay, clients benefit. They have mobile access through the Tabs3 Cloud to make payments through the client portal. Plus, they can access previous invoices and find answers to their questions, reducing your team’s administrative load.

Establish a comprehensive financial management system

Tabs3 Billing integrates seamlessly with Tabs3 Financials, a robust accounting solution for law firms.

The software handles trust accounting and accounts payable and works as a general ledger, all in one place. There is minimal setup and zero workarounds to meet the requirements for most bar associations. Plus, the support team for Tabs3 Financials is the same as for Tabs3 Billing and Tabs3Pay. They can help you leverage all three together to maximize profitability.

Addressing common transition concerns

It’s natural to be concerned when adding new software to workflows. However, Tabs3 has considered transition issues and taken measures to ensure everyone at your law firm can use the software with these features and services:

• An intuitive and user-friendly interface that makes it easy to customize and implement everyday workflows.
• Detailed training and support options, including the online knowledge base, email and phone support from 8 a.m. to 5 p.m. CT (Monday through Friday), training videos, and certified consultants to provide in-office training.
• High-level security, including user-based permissions, payment card industry (PCI) compliance, secure transactions, and enhanced data privacy.

Create more efficient processes with Tabs3

As software technology advances, now is the time to switch to paperless billing. Law firms have trusted Tabs3’s reliable, easy-to-use integrated suite of software products for over 40 years.

Let us show you how to implement our user-friendly legal software and schedule a demo with our team today.

Along with securing the best possible outcome for matters and delivering a great client experience, client confidentiality should always be a top priority for law firms. Because client privacy is such a priority, though, many firms are hesitant to introduce new tools or technologies that deal with client data. Instead, they tend to stick to tried-and-true practices.

The reality, though, is that the practices that protected client privacy ten or twenty years ago may not be as effective as they once were. Technology has led to incredible breakthroughs, but it’s also introduced vulnerabilities when it comes to data and data security.

Law firms have a duty to their clients to protect their data, and one of the best ways they can do so is by keeping pace with the digital age. Employee training, secure offices, and firm privacy policies are all essential for protecting sensitive information. However, secure file-sharing and eSignature software are also critical tools that should not be overlooked.

Why digital security is critical for law firms in the U.S.

For law firms in the U.S., data breaches are more prevalent than ever. In 2021, law firm data breaches affected 720,000 Americans, and some of these breaches have led to significant financial burdens for the law firms themselves.

Case in point: in 2022, mid-sized Ohio firm Bricker & Eckler agreed to a $1.95 million settlement for a class action lawsuit stemming from a 2021 data breach at their firm.

To protect your clients’ information and your law firm’s reputation, it’s critical now more than ever to take proactive measures for data security and file encryption. One place to start is by implementing secure file-sharing and eSignature software solutions.

Secure file sharing software provides peace of mind and added convenience

Sharing sensitive documents via email or paper files opens the door to human error, which increases the risk of compromised client data. Secure file-sharing software is an essential way to eliminate human error and maintain document security. For example, Tabs3 Software’s practice management solution PracticeMaster integrates with LexShare, a file-sharing software that provides bank-level security measures.

With secure file-sharing software, you and your clients send and receive files of any size with an extra layer of protection while collaborating with clients and colleagues, no matter where they are located.

Remote work means secure file sharing is more important than ever

In the past few years, law firms have transformed to allow for remote work for many employees. In 2022, 87% of lawyers reported that their law firms allow for remote work. Additionally, nearly two-thirds of private practice lawyers can work remotely 100% of the time, while 23% follow a hybrid work schedule.

For firms that enable remote work for their employees, security is a significant concern. In addition to employee training and privacy policies, secure data access is critical to maintaining ABA compliance and protecting your clients’ data. Secure file-sharing software, combined with eSignature features, allows lawyers and clients alike to make progress on case matters without ever having to enter the office.

eSignatures are legally binding and secure for clients

Digital signatures have been around since the 1970s but became legally binding with the ESIGN Act in 2000.

Contrary to popular belief, eSignatures provide more layers of security than email or the postal service. For legal documents, eSignatures feature specialized encryption tools, knowledge-based authentication, and secure links to protect clients’ data security.

eSignatures don’t just protect client data online. While paper documents are vulnerable to theft, fire, flood, and other physical damage, electronic client signatures ensure document preservation. When combined with practice management software, this digital documentation also helps prevent incorrect storage, misplacement, or filing errors that could lead to additional security breaches.

Cost and time savings provide an added bonus

While security is the primary concern of eSignature and file-sharing software, the cost and time savings for law firms shouldn’t be ignored.

The average office worker goes through 10,000 sheets of paper per year. By switching to more paperless practices, law firms can save hundreds, if not thousands, of dollars per year in paper costs alone.

eSignatures also drastically decrease the wait time for signed documents. While many attorneys can spend hours requesting and collecting client signatures, eSignatures diminish document turnaround times by 80% (and prevent the likelihood of missing or incorrect signatures).

Combined with the security provided by eSignature and secure file sharing software, these advantages can lead to expansive benefits and peace of mind for law firms.

Protect your clients’ sensitive data with Tabs3 Software

Tabs3 Software is dedicated to following the industry’s strictest compliance and data security regulations while offering attorneys a flexible working experience.

When it comes to protecting sensitive data, Tabs3’s fully integrated suite of products can provide your firm and your clients the privacy, security, and efficiency you need to operate with confidence.

Schedule a walkthrough demo to see how Tabs3’s legal practice management software can provide digital security while also improving administrative and operational efficiency.

Maintaining a strong connection with your current clients is crucial in the legal industry. Approximately one in five legal clients left their previous firm because they were too slow to respond to issues.

However, you don’t have to add endless non-billable hours to make clients feel valued.

Emerging technologies increasingly improve communication and engagement between lawyers and clients without the need for time-consuming phone calls or an avalanche of email.

Here are some effective strategies to keep your clients engaged and foster a sense of loyalty:

1.  Deliver information that matters

One of the most effective ways to keep your clients engaged is by continuously serving as a source of valuable information. Your firm can achieve active client engagement by:

• Crafting relevant articles that are easy to read and share
• Creating engaging videos
• Hosting (or being a guest speaker on) informative podcasts

By sharing insights and knowledge about the legal issues that matter to clients, you keep them informed and position your firm as a trusted resource. If you’re uncertain where to start, try building content around questions from past clients, or common challenges (and your unique solutions) in your practice areas.

And it doesn’t require much extra time for your legal firm. With Tabs3 Websites, you can access expert legal content that is tailored to your firm’s practice areas. Besides posting this content on your site, you can repurpose it for social media or email marketing. You can also distribute it via drip campaigns in Tabs3’s integrated legal client relationship management (CRM) software.

2.  Implement drip email campaigns

Speaking of drip campaigns, regular, personalized communication is vital to keeping clients engaged. According to one study, clients need at least 10 touches a year for them to feel engaged. However, for many law firms, this can be hard to achieve unless you’re facing a time-sensitive deadline.

One easy solution is to implement drip email campaigns, which are automated emails to subscribers over a predetermined period. Popular types of client loyalty drip campaigns include:

• Up- or cross-selling campaigns to promote additional services
• Informational/educational campaigns that provide valuable content like industry insights or legal process guides
• Promotional campaigns to introduce special services or deals
• Anniversary and follow-up drips to acknowledge special dates with clients

This marketing strategy helps maintain a consistent line of communication, and when you use marketing automation tools within a legal-specific CRM, such as the Tabs3 CRM, you can keep clients engaged and feeling valued without extra work.

Some other practices to keep in mind for email drip campaigns include:

• Segmenting your audience by practice area or interests in your firm to guarantee that each person receives helpful content
• Personalizing each email with their name and specific legal concerns, which increases open rates
• Writing concise emails that avoid blocks of content within the email that are longer than 125 words
• Ending every email with a call to action (CTA), encouraging the reader to take a specific action, such as filling out a client intake form or signing up for a webinar

3.  Keep matters organized

Efficient and organized matter management is crucial for achieving client satisfaction and engagement at your law firm. Clients have greater confidence in your firm when they see their cases handled systematically and professionally.

This includes:

• Responding to client queries promptly
• Informing them about their case progress
• Ensuring all their documents are organized and easily accessible

Tabs3 makes managing your cases easier by keeping all your client information organized, automating routine tasks, and giving you easy access to documents in the cloud. With Tabs3 Cloud, you get time and billing, payments, trust accounting, PracticeMaster, and Tabs3 CRM all in one place and accessible from anywhere.

Tabs3 Cloud allows your law firm to stay organized by centralizing all your client information, documents, and tasks. By automating routine tasks like data entry and document management, your team’s time is freed up to focus on client-facing work. What’s more, it also reduces the likelihood of errors and inefficiencies, a benefit that clients always appreciate.

Keeping clients engaged is also easier. Whether it’s setting consistent reminders for follow-ups, sharing documents securely, or tracking client communications, Tabs3 ensures that your clients feel valued and informed throughout their legal journey. This organized and consistent approach helps build trust and keeps clients engaged, ultimately contributing to a stronger attorney-client relationship.

4.  Offer easy payment options

When you run a law firm, client convenience is essential. Easy payment options like online payments or credit card processing can enhance the client experience. Tabs3Pay gives clients convenient payment options, such as payments through a private portal, making it easier to settle their bills and demonstrating your firm’s commitment to modern, client-centric practices.

By integrating these strategies, you can keep your current clients engaged, fostering a sense of loyalty that can benefit your firm in the long run.

Tabs3 Websites helps clients easily access these tools. Features include a “pay invoice” button on your homepage allowing them to settle their invoices, and a link to a secure client portal that lets them log in to upload documents, monitor case progress messages, and ask questions.

This benefits both your client and you because:

• They can find the answers to their own questions, saving you a phone call
• They can view their up-to-the-minute billing and payment history
• They can view this information in any web browser, allowing them to use what they’re comfortable with
• They can pay invoices online (with Tabs3Pay)

Keep your clients engaged and turn them into loyal ambassadors with fully integrated Tabs3 Software

At a time when consumers have an abundance of options at their fingertips, law firms are increasingly seeking to go above and beyond to deliver client engagement experiences that truly set them apart from the crowd.

By leveraging the integrated capabilities of Tabs3 CRM, Tabs3 Websites, and Tabs3 Cloud, you can simplify your client management procedures, enabling you to concentrate on the most crucial aspect of your work: delivering outstanding legal services, maximizing your billable hours, and keeping clients engaged throughout the matter lifecycle.

Tabs3 is more than just a tool; it’s a partner that can help transform your practice by:

• Boosting client engagement
• Streamlining communication
• Reducing non-billable hours

Experience the transformative power of automation in managing and expanding your law practice by scheduling a demo or signing up for a free trial today.

Getting documents signed can be a significant bottleneck for attorneys. Traditional methods of signing, such as printing, mailing, and faxing documents, are not only time-consuming but also prone to errors and security risks. Just as challenging are the delays that can arise in document execution; these can create significant stress for attorneys and clients alike. However, with the introduction of eSignature technology, law firms have found a more efficient and secure way to get documents signed.

In recent years, consumers have grown more aware of and accustomed to the option for electronic signatures. As a result, many legal clients now expect to review legal agreements and add secure eSignatures.

Rather than being seen as an advanced feature, eSignature and secure file sharing are now an industry norm. If you aren’t making plans to accommodate these demands, you risk falling behind competing firms with your client acquisition and retention.

Six perks of eSignature for law firms

Law firms that offer their clients the option to sign documents digitally enjoy the following benefits:

1.   Fewer signing errors

There’s nothing worse than having to reprint a lengthy legal document because the client signed on the wrong line, or realizing at the last minute that someone missed a signature deep within a legal agreement. These types of errors are not just frustrating—they can also seriously disrupt your legal workflow when they occur across several client matters.

Your software should guide your clients to clearly-marked areas designated for their signatures to minimize or eliminate signing mistakes. Firms that go paperless can reduce their processing errors by an average of 90%.

2.   Greater security

Despite what you may have believed in the past, eSignature technology actually offers more layers of security than sending legal agreements via email or the postal service. Specialized encryption tools, knowledge-based authentication (KBA), secure file sharing, and secure links protect clients’ data security and uphold the legal industry’s strict ethics and compliance regulations.

Using eSignatures doesn’t just protect clients’ data security online. Working with digital document management and obtaining client signatures electronically means that legal documents are also protected in the event of a fire, flood, theft, or other physical threat.

3.   Smoother workflows for attorneys

Don’t waste billable hours checking calendars with your clients via phone or email tag to book in-person appointments. Obtaining pen-and-ink signatures isn’t necessary with the right eSignature software, and it saves you hours.

With the right legal technology on your side, your attorneys can send a secure client signature request via email in just a few minutes and then move on to their next billable task.

4.   Client convenience

Simplified legal workflows benefit clients, too. Few clients look forward to sitting in traffic to sign legal agreements. Even if they don’t have to head to your office to sign, pen-and-ink signatures can be a hassle when you consider the time it takes to print, sign, and scan or even fax signed documents.

Secure eSignature software significantly reduces the time clients spend reviewing and signing documents. Adopting eSignature technology is one way to show your clients how much you value their time, convenience, and security.

5.   Lower costs and waste

A single sheet of paper doesn’t cost much on its own, but office supply costs add up quickly when you consider just how many pages of legal agreements attorneys need to print (and sometimes reprint) in a day.

The average office worker in America can go through thousands of sheets of paper per year. At 5 to 15 cents per page, the potential savings of switching to digital document management and eSignatures are significant, not to mention the paper waste that can be saved from the landfill.

6.   Faster turnaround

Implementing secure eSignature tools at your law firm can drastically decrease the wait time for signed documents. Aside from minimizing the hours attorneys spend requesting and collecting client signatures by phone and in person, taking the digital approach diminishes turnaround time by 80%.

The validity of eSignatures

Despite these clear benefits, some attorneys remain concerned about the validity of eSignatures and whether they hold up in court as well as paper legal documents.

The enactment of the Electronic Signatures in Global and National Commerce (ESIGN) Act in 2000 made digitally signed documents legally binding. This made requesting eSignatures a viable prospect for law firms almost a quarter of a century ago.

Per the ESIGN Act, digital signatures are just as legally binding as pen-and-ink signatures, as long as the signing individual:

• Accepts a clause to conduct business electronically
• Is provided the option to sign with ink and paper instead
• Demonstrates a clear intent to sign
• Receives a copy of the completed document (along with all other signers)

In addition, the attorney must maintain a clear audit trail and/or record documenting how and when they obtained the client’s signature, something that they can do easily with the right eSignature solution.

Streamline your legal workflows with Tabs3

Tabs3 offers software solutions tailored for law firms, featuring advanced eSignature capabilities through LexSign. This functionality enables attorneys to send secure eSignature links directly from their email, allowing clients to sign documents conveniently by either drawing their signature or typing it, even on mobile devices.

Tabs3 supports your firm’s paperless operations with PracticeMaster, offering customizable templates for legal documents that auto-populate with client data. Document management tools simplify the organization and retrieval of files from familiar and widely-used formats like Word and Excel. The system includes a search feature for quick document access and maintains a detailed document history for compliance with the ESIGN Act.

If your firm is looking to update operations and embrace digital efficiency, request a walkthrough demo with one of our product experts today.

“That’s just the way we’ve always done things.”

It’s a common phrase used in offices around the world.

But even if a solution worked for your law firm five or ten years ago, that doesn’t mean it’s the best solution today. The legal field is changing, with new technology disrupting old ways of doing business.

Maybe it’s time to ask a more fundamental question: is your legal software still the best system for your law firm’s needs?

What the right legal software should do for your law firm

Legal software, at its core, is designed to make running a law practice easier. Beyond general practice management features, the right legal software should provide:

• An intuitive interface
• Automated time tracking
• A flexible billing system for fast, easy invoicing
• Online payment options for clients
• Robust reporting options to understand and track your KPIs
• Trust accounting tools
• Additional capabilities, such as a legal CRM integration

These features reduce pain points in legal workflows and make your life easier. That said, even legal software with all the bells and whistles may not be the right choice for your firm if you don’t see results, or worse, if you dread using it.

So, if you have a nagging sense that says, “Is it time for a change?” Here are some signs that you may be ready for a new legal software solution.

6 signs that it’s time to say goodbye to your current legal software

When you’re focusing on client case matters, it’s hard to examine other aspects of your law firm, such as business administration. But making a change now could save you significant time and money down the road.

Here are six indicators that you may benefit from new legal software.

1.   Your software doesn’t actually save you time on daily tasks

Every business seems to have that one system that makes tasks more difficult, for no apparent reason. If that’s your legal billing and practice management system, then you may have a big problem.

Legal software solutions should save your time on daily tasks by making your to-do list faster and easier to accomplish.

For example, a time-saving legal billing software may:

• Provide automated time tracking within the billing system to semi-automate the client invoice generation process.
• Complete 3-way reconciliation to balance your trust accounts.
• Run detailed reports, like an Accounts Receivable by Timekeeper Report, to understand which attorneys may need collections assistance.
• Provide back-ups and auto-recovery to protect your data from any unexpected power outages or network disconnection.

On the other hand, clunky systems can make your daily tasks even harder than they need to be.

• Do your software systems integrate? Or do you have to switch between systems to accomplish a single task?
• Is it difficult to get a birds-eye view of your accounting activities?

If you said “yes” to either of these questions, then it may be time for a change.

2.   Your team can’t access key software functionalities while working remotely

Most legal professionals say they prefer a flexible work model where staff can work remotely and come into the office a few days a week. With many law firms working from home, it’s critical that your legal software is flexible and can adapt to remote work without compromising on functionality.

Many legal software options without cloud capability are difficult to adapt to a hybrid work model. There may be security issues or system glitches. It may be difficult to tackle key tasks without complicated workarounds or phone calls to colleagues asking them to email you instead.

These complications can delay progress, cause frustrations within teams, and disrupt processes, all avoidable outcomes when you have software that adapts to your working conditions.

3.   Your software doesn’t get regular updates

There are two types of updates that legal software should receive regularly:

• Security updates
• Functionality enhancements

Security updates ensure that, as the broader technological ecosystem evolves, your legal software evolves with it. They patch system vulnerabilities, protecting both you and your clients. If your legal software hasn’t been updated since 2020, you may have significant risk exposure.

Functionality updates are just as critical. If your software never provides new features or if it never makes any changes, that may indicate that it doesn’t consider user feedback. Legal software is supposed to make your life easier, so developers should constantly be searching for better, easier ways to accomplish tasks.

The world is changing quickly, and you don’t want to get left behind.

4.   Your software isn’t able to grow with your firm

Most law firms aim to add new clients and increase revenue. However, growth requires adaptability in both processes and tools.

As your law firm expands, your software should be able to keep up. What this looks like can depend on your firm’s unique goals.

If you’re in a growth cycle, for example, you may need legal client relationship management (CRM) that can improve your intake process so staff aren’t overwhelmed. If you want to improve attorney utilization rates, your firm might benefit from customizable workflows to reduce manual tasks or enhanced reporting that can identify bottlenecks.

The key takeaway: if your legal software doesn’t scale with you, it’s time to consider one that will.

5.   Your firm is still spending thousands of dollars on a paper-heavy billing process

Is your firm still relying on a paper-heavy prebill process or even a paper invoicing and payment system?

A paper-heavy billing workflow could be costing your firm thousands of dollars each year in paper, toner, ink, printers, and other office materials. Not to mention, paper billing processes expose your firm to human error and significant time delays in receiving client payments.

If you’re ready to reduce costs, process payments faster, and be a little more environmentally friendly, it may be time to look for new legal billing software.

Tabs3 Billing has everything you need to send bills quickly with paperless invoicing. The end result is an easier billing process, a better client experience, and more time for you to focus on your clients’ case matters.

6.   Your legal software support team is lackluster

There are plenty of software options out there that have near-invisible support teams. This isn’t a problem until you have a problem, and then it’s a big issue.

Your software’s support team can make or break your experience with a product. So why are you settling for a reluctant support team that doesn’t actually help you?

Instead, look for legal software that prides itself on its friendly, helpful support team.

Ready for your next legal software?

Tabs3 is legal software dedicated to supporting law firms and making their lives easier. With a top-notch support team, regular updates, and features like a legal CRM and website builder, Tabs3 provides law firms with a competitive edge in a saturated field.

Ready to see the possibilities for yourself? Schedule a demo today.

In the legal profession, managing client trust funds is not only a matter of sound financial practice—it’s a matter of compliance and ethical duty. Unfortunately, many firms still rely on outdated or generic accounting systems that don’t meet the specific requirements of legal trust accounting.

If that sounds familiar, you’re not alone—and there’s a better way. Modern trust accounting software for lawyers is purpose-built to meet bar association rules, reduce manual work, and improve accuracy.

Need a proven legal trust accounting solution?
Explore Tabs3 Trust Accounting Software

What Is Legal Trust Accounting and Why Does It Matter?

Legal trust accounting refers to the process of tracking and managing client funds held in trust, separate from a law firm’s operating account. These funds may include retainers, settlements, or other payments made in advance of legal services.

The American Bar Association (ABA) and all state bar associations require attorneys to manage these funds according to strict regulations. The most basic rule? Never commingle trust funds with firm operating funds.

In addition to ethical requirements, trust funds are subject to different tax laws and must be documented thoroughly to protect both the client and the firm.

For that reason, it’s vital for law firms to use tools that:

• Keep trust records separate and secure

• Track detailed transactions

• Generate audit-ready reports

• Ensure state bar compliance

Why Law Firms Should Use Trust Accounting Software

Even experienced attorneys can struggle with the complexity of managing multiple client trust accounts manually. That’s where software makes a major difference.

Trust accounting software for lawyers provides automation, accuracy, and visibility across all trust-related activity. The benefits include:

• Compliance & Risk Reduction – Built-in safeguards prevent overdrafts and unauthorized access

• Time Savings – Automated entries, reconciliations, and reporting streamline operations

• Better Oversight – Dashboards and reports offer a real-time view of trust account status

• Audit Readiness – Generate detailed reports that meet state and ABA requirements

When designed specifically for law firms, trust accounting software removes the guesswork—and the risk—from trust fund management.

Read more: 6 Ways to Improve Your Firm’s Trust Accounting

Trust Accounting Best Practices for Lawyers

Even with the best tools, following these legal trust accounting best practices is key to avoiding errors:

Maintain Accurate, Segregated Records

Never mix trust and firm funds. Ensure records are updated in real-time and that each transaction is logged with full documentation.

Enforce Strong Security Protocols

Trust accounts are frequent targets for fraud. Use software that limits access, enforces user permissions, and logs all activity.

Monitor Purpose-Specific Use

Trust funds must only be used for their designated legal purpose. Track and document every disbursement carefully.

Prioritize Transparency

Make trust records accessible within your firm and shareable with clients when requested. Transparency builds trust—and helps avoid complaints.

Limit Transactions to Minimize Risk

Fewer transactions = fewer chances for error. Structure payment plans and invoicing to reduce transaction volume where possible.

Read more: Six Trust Accounting Best Practices for Lawyers

Tabs3: Your Versatile Trust Accounting Software Solution

Tabs3 Trust Accounting software is built exclusively for law firms—designed to make trust fund management intuitive, compliant, and efficient.

With key features accessible from a single dashboard, you can reduce time spent on administrative tasks and stay focused on serving your clients.

• Track multiple client trust accounts

• Run three-way reconciliations

• Prevent errors with built-in safeguards

• Securely process deposits with Tabs3Pay

• Seamlessly integrate with Tabs3 Billing, General Ledger, and Accounts Payable

Whether your firm is managing one trust or hundreds, Tabs3 simplifies the process and helps keep you compliant.

How Tabs3 Software Integrates Across Your Firm

Tabs3 Trust Accounting works hand-in-hand with the rest of the Tabs3 Financial Software Suite to deliver firm-wide financial visibility:

• View trust balances within the Matter Manager

• Include trust info on statements and work-in-process reports

• Sync activity across Billing, General Ledger, and Accounts Payable

• Accept credit card deposits with Tabs3Pay

All trust activity is recorded automatically, so your books stay clean—and your team stays audit-ready.

Three-Way Reconciliation & Trust Fund Protection

Tabs3 includes a Three-Way Reconciliation Report, required in many jurisdictions, to confirm that:

• Bank balances

• Individual client ledgers

• Internal trust ledgers are all in sync.

You’ll also be alerted if an account drops below a minimum balance or if any transactions are flagged for review—helping prevent ethical violations and client complaints before they happen.

Additional Features of Tabs3 Trust Accounting

• Customizable Dashboards – Pin your most-used actions and view recent transactions at a glance

• Positive Pay Export – Export approved checks to your bank for added fraud protection

• Role-Based Security – Customize access to sensitive data based on staff roles

• Cloud and On-Premises Availability – Choose what fits your firm’s infrastructure

Streamline Your Trust Accounting with Tabs3

Experience the difference that Tabs3 Trust Accounting software can make for your firm! All Tabs3 Financials software, including Trust Accounting, General Ledger, and Accounts Payable, are available to access with Tabs3 Cloud and on-premises subscription plans. View our pricing plans for more information and find the solution that best fits your needs.

Schedule your free demo today.

Whether your goal is to run an entirely remote law firm or you simply want to see more efficiency around the office, secure file-sharing can help your legal practice run better.

But let’s start with the basics: what is secure file-sharing? Secure file-sharing is an ethical method of sending sensitive documents digitally, using encryption and other technology to protect them from unauthorized viewers. To prevent hackers or identity thieves from accessing client data, the documents may be encrypted at rest, in transit, or both. Password protection and other measures add additional layers of privacy, as well.

This expedient, secure way to share legal files creates numerous opportunities for tech-savvy law firms to benefit from enhanced client relations and fewer operational silos. Below, we outline eight benefits of secure file sharing for a more profitable firm and more effective practice management.

1. Integration of eSignatures for Efficient Document Handlings

An eSignature is a digital signature that is typed or “written” on a touch screen using a finger, stylus, or mouse. eSignatures are legally binding, secure, and speedy. They’re also considerably more cost-efficient than printing paper documents to collect wet-ink signatures.

Using secure file-sharing and eSignatures in tandem simply makes sense, especially for lawyers. The duo eliminates the frustrating bottlenecks and data-entry errors that plague the legal process when paper documents must be mailed, scanned, and stored.

2. Enhancing Client Experience through Digital Accessibility

Using technology to offer more client-centered service demonstrates that your firm values clients’ time and energy. Ultimately, this makes them more likely to work with your firm again in the future.

Sharing legal files securely and digitally creates significant advantages for your clients. It’s also an increasingly standard expectation for doing business in the on-demand world we live in. Instead of waiting for the mail or driving to your office in person, file-sharing enables clients to review and sign important documents whenever and wherever it’s best for them.

In total, secure file-sharing and eSignatures cut the amount of time clients spend reviewing and signing documents by 80%.

3. The Potential of a Paperless Law Firm

Evolving to become a paperless law firm creates boundless opportunities to improve your law firm’s business practices. Cutting paper doesn’t cut cash, though, at least not metaphorically. Switching to paperless systems saves most companies money. Plus, paperless firms may be able to reap state and federal tax benefits.

Environment-conscious clients and employees will also appreciate the impact made by firms that share files online: lower water usage, decreased CO2 emissions, less waste sent to landfills, and fewer fossil fuels burned by driving to review and sign documents are all added benefits of secure file sharing.

4. More Opportunities to Work Remotely

Many lawyers, from junior associates to managing partners, appreciate the flexibility that remote work allows, whether due to an unexpected illness, family needs, or travel. While many law firms operate solely in-office, others have permanently adopted hybrid and remote work models. No matter which camp your firm falls in, it’s crucial to stay agile.

As an added bonus, remote work technologies, such as secure file-sharing, make it possible to accept clients from a wider geographical area. Your firm’s horizons are expanded when time and distance are no longer barriers to sharing documents or collecting signatures.

5. Streamlining Client Intake and Onboarding

The benefits of secure file-sharing extend far beyond completing legal work on client matters.

Secure file-sharing transforms the client intake process. When clients fill out paper-and-ink forms about their legal matters, legal staff must manually enter that information into your practice management software, often more than once. The repetition creates a large margin for data entry errors and pulls legal staff’s focus away from billable tasks.

By contrast, secure file-sharing empowers clients to complete the intake process faster. The need to complete onboarding paperwork in person is eliminated, and updating new clients’ personal information is instantaneous; no digging through file folders required. This reduces manual data entry errors dramatically.

6. Optimizing Time Management and Workflows

Your firm’s most important, and limited, resource is time. Secure file-sharing streamlines workflows and preserves limited resources by eliminating the need to compare calendars. What could your team achieve without wasting time waiting for schedules to align or hounding clients to return yet another email and schedule an appointment?

Getting documents in front of the right eyes is as simple as sending an email. However, email places a size limit on the files you can attach, while secure file-sharing makes it easy to send files that are particularly large (as files tend to be in legal work). To make things even more expedient, many file-sharing platforms have built-in, customizable templates and document management software too.

These features keep everything searchable and easily accessible for efficient workflows.

7. Improved Data Security

When it comes to legal work, compliance is key.

Few professionals handle such a large volume of sensitive data as attorneys. Depending on your practice area, clients entrust your firm with intellectual property, protected health information, potentially incriminating evidence, personal identifiable information, tax records, and more. Not only does the American Bar Association heavily regulate the way this information should be managed, but state and federal governments do so as well.

Secure file-sharing software makes following the industry’s strict ethics and client confidentiality requirements a breeze. Robust data encryption and password-protected links offer a higher level of security than sharing files via email or the postal service and lessen the likelihood of a breach of confidentiality.

8. Faster, More Fruitful Collaboration

When your clients and colleagues can access important files at any time, from anywhere, there’s no need to meet in an office. Work is completed faster. Instead of stretching the feedback process out for days (or even weeks), attorneys can edit legal documents in real time rather than sending them back and forth and waiting on them to be reviewed several times.

Legal Software Solutions that Work as Hard as You Do

Tabs3 Software now integrates with LexShare. LexShare offers maximum confidentiality in an intuitive interface, so sending and receiving files internally and externally is simple for every user, client, and colleague.

However, secure file-sharing for lawyers is just one of the many user-friendly, flexible features that Tabs3’s industry-leading legal software solutions have to offer your firm. Our software works reliably and effortlessly, so attorneys can spend more time focusing on securing and serving clients and less time troubleshooting or training on new software.

A more organized, profitable legal practice awaits, and it’s easy to get started. Schedule a demo or sign up for a free trial of Tabs3 now.

As a lawyer, you know that you have a duty to “zealously protect and pursue a client’s legitimate interests.” But what happens when those interests collide with another client’s, or even your own?

Understanding and managing conflicts of interest is essential for managing an ethical legal practice and maintaining client trust.

Let’s explore what constitutes a conflict of interest, why it’s a pivotal issue, and how you can effectively navigate conflict checks at intake by using the latest technological tools.

Understanding the concept of conflict of interest

Conflicts of interest in the legal field are an issue that can have real-world repercussions for both lawyers and their clients. That’s why attorneys usually begin an initial consultation with a conflict of interest check to see if a prospective client’s matters are at odds with those of an existing client.

The American Bar Association’s (ABA) Model Rules of Professional Conduct contain extensive rules on conflicts of interest, both for current and prospective clients.

According to Rule 1.7, a conflict of interest exists when there is a significant risk that a lawyer’s ability to represent a client will be materially limited by the lawyer’s responsibilities to another client, a former client, or a third person, or by a personal interest of the lawyer.

In simpler terms, a conflict arises when:

• your duty to one client could adversely affect another, OR
• your personal interests are at odds with your professional responsibilities

It’s a situation that demands immediate attention and resolution because failing to address it can lead to ethical violations and penalties.

The importance of loyalty and independent judgment

At the core of the attorney-client relationship is the principle of loyalty and independent judgment.

Clients entrust lawyers with all manner of highly sensitive data, including financial and personal information, and rely on them for legal advice and representation. Any form of conflict can erode this trust and compromise the quality of legal services provided.

For instance, if you’re representing two clients in a business transaction, can you truly advocate for both parties equally? The answer is often no, and this is where conflict of interest checks come into play.

Conflict of interest checks are not just a formality. They’re a crucial step in maintaining the integrity of the legal profession.

Common types of conflicts in legal practice

There are always nuances to legal practice, and conflicts of interest are no different. Understanding these types of conflicts is about adhering to legal guidelines and maintaining the trust and integrity that are the bedrock of the legal profession.

Opposing client interests

This type of conflict arises when you represent clients whose interests could potentially clash in the future, even if they aren’t directly opposed at the moment.

For example, you might represent two different clients in separate but similar business negotiations. If one client’s successful deal could negatively impact the market conditions for the other client, you are in a situation of opposing client interests.

Limited abilities due to other responsibilities

Sometimes, your ability to fully represent a client is hindered by obligations to another party. This could be another client, a former client, or even a personal matter. When this situation arises, it becomes difficult to give both parties your best effort.

Exposure to the opposing party’s information

If you’ve had access to sensitive information from an opposing party in a previous case, taking on a new case against that party is fraught with ethical pitfalls.

Business transactions with clients

It’s widely known that, as the ABA’s ethical guidance states, a “lawyer’s own interests should not be permitted to have an adverse effect on representation of a client.”

Entering into business deals with a client can muddy the professional relationship. Your interests could easily become misaligned, leading to a conflict that is hard to resolve.

The traditional way of conducting conflict checks

Before the advent of specialized legal software, conflict checks were often a manual, time-consuming process. Lawyers would rely on:

• Centralized databases: Manually searching through databases for names and entities related to potential new clients.
• Team consultations: Discussing potential conflicts with other lawyers and paralegals in the firm.
• Manual legal obligation review: Examining legal documents like confidentiality agreements or noncompete clauses that could cause conflicts.

These methods are prone to human error and can be incredibly time-consuming. These days, there are much more efficient ways to keep yourself in the clear.

The role of informed consent

Keep in mind that in some scenarios, conflicts can be managed through informed consent. This means all affected parties agree to proceed after full disclosure of the potential conflict. However, not all conflicts can be resolved this way, and in some cases, you may need to decline representation altogether.

The modern solution: Specialized legal software

In contrast with manual conflict checks, which are cumbersome and error-prone, specialized legal software has features designed to automate and streamline the conflict identification process, boosting speed and accuracy.

A software solution helps you conduct more accurate and efficient checks by allowing you to:

• Search through a comprehensive database of clients, matters, and related parties.
• Generate detailed conflict reports for review.
• Maintain a record of all conflict checks for compliance and auditing purposes.

By integrating advanced software solutions into your conflict check procedures, you save time and enhance the reliability and integrity of the process.

Simplify conflict checks with Tabs3’s specialized tools

As an attorney, your reputation is one of your most valuable assets. Upholding ethical standards is a cornerstone of a successful practice. By staying informed about the nuances of what constitutes a conflict of interest and employing effective management strategies, you can safeguard your reputation and build stronger, more trusting relationships with your clients.

Tabs3 offers a range of features that make conflict checks more reliable and efficient:

• Comprehensive database searches. Quickly search through a centralized database that includes current clients, past clients, and opposing parties, as well as any associated information for these clients.
• Team collaboration features. Easily consult with team members within the platform, ensuring everyone is on the same page.
• Search inside and outside of the database. PracticeMaster enable you to search outside documents and emails to ensure as comprehensive a search as possible.

By adopting PracticeMaster, you can significantly reduce the time and effort required for conflict checks, allowing you to focus more on your clients and less on administrative tasks.

Tabs3 is a comprehensive software solution designed to streamline your legal practice and enhance compliance. From legal billing to a financial suite, Tabs3 provides the tools you need to maintain airtight ethical integrity.

Don’t leave your reputation to chance. Invest in a solution that supports your commitment to ethical practice. Schedule a demo or begin your free trial today.

Trust accounting is a cornerstone for any legal practice, and it must be handled with great care to maintain compliance with legal and ethical standards as well as to ensure transparency with your clients.

The complex nature of trust accounts and the unique rules set by state bar associations make trust accounting a challenging part of practicing law.

Here are six trust accounting best practices that aim to shed light on how law firms can streamline their accounting process.

Understanding trust accounting

Law firms must keep client funds given in trust separate from law firm operating funds. These funds can include:

• Retainers
• Advances for costs, such as court fees, used to manage the case
• Settlement funds obtained through personal injury cases or real estate transactions
• Judgment funds awarded by the court
• Third-party funds to pay for property sold or services rendered

The primary purpose of trust accounting processes is to safeguard client funds, maintain transparency, and adhere to legal and ethical obligations.

The complexity of trust accounting lies in its stringent rules and regulations. Law firms must:

• Maintain an individual ledger for each client
• Perform regular three-way reconciliations
• Ensure a clear separation of trust accounts and operating accounts

Non-compliance can lead to severe consequences, including disciplinary actions and legal liability. Therefore, understanding and implementing trust accounting best practices is crucial for every law firm.

Best practices for law firm trust accounting

Trust accounting is nuanced, but there are steps attorneys can take to simplify how they manage it and decrease the risk of missteps. Let’s take a look at the top six trust accounting best practices.

1.   Adhere to bar association rules

The first step to achieving compliance in trust accounting is understanding the laws and regulations set forth by your state bar association.

Every state has unique rules for trust accounting that law firms must follow, but they all have these two basic points in common: keep accurate and detailed records, and avoid commingling funds.

Some states require monthly or quarterly three-way reconciliation for trust accounts. This process involves comparing your client ledgers, trust ledgers, and trust bank statements, ensuring that all records match. Regular adherence to this practice can help law firms stay compliant and manage their trust accounts efficiently.

2.   Maintain separate accounts for trust funds and operating funds

One of the fundamental trust accounting best practices is the clear segregation of client funds from the law firm’s funds. This rule, set by the American Bar Association, ensures client funds are not commingled with the firm’s assets.

The money in a trust account usually consists of prepayment for services yet to be rendered, and it legally belongs to your client until the payment terms are fulfilled. Therefore, these funds should not be reported as income. Once a law firm has completed the service agreement, any remaining funds in the trust account must be returned to the client.

3.   Communicate billing practices clearly to clients

Law firms cannot simply draw from trust funds as they see fit without an agreement on when and how much they will deduct to cover costs and services rendered. That’s why clear communication of billing practices is another crucial aspect of trust accounting best practices.

Law firms should provide clients with a detailed understanding of their billing practices, fees, and timeline. They can do this with a written agreement that specifies how funds will be distributed and how any retainer fees will be used.

Moreover, law firms should educate clients about the workings of trust accounts and the measures they take to secure them. This transparency can foster trust between law firms and their clients and preempt any misconceptions or confusion regarding trust accounting practices.

4.   Establish clear procedures for handling trust accounts

Trust accounting requires precise procedures for handling client money held in trust, including everything from when to withdraw funds to replenishing retainers.

Having explicit agreements for the disbursement of trust funds is critical to avoid inadvertently violating state bar regulations. Your team and your clients need to know the procedures.

Additionally, law firms should allow adequate time for deposits to clear in the account before disbursing funds. Regular implementation of these procedures can help law firms manage their trust accounts efficiently and remain compliant.

5.   Perform regular three-way reconciliations

Regular three-way reconciliations are a key component of trust accounting best practices. This process ensures that the IOLTA bank balance matches the checkbook trust balance and that both match the sum of all individual client ledger balances.

Performing three-way reconciliations regularly, preferably within the first 10 days following month-end, helps identify discrepancies, errors, or potentially fraudulent activities. It also ensures the accuracy of trust accounting records and provides law firms with a complete and precise overview of the funds they are holding in trust for clients.

6.   Implement legal-specific tools for trust accounting

Trust accounting is challenging and involves many rules for which there are stiff penalties, so leveraging legal-specific tools can significantly streamline the process and help avoid risk.

Tools like Tabs3 Financials offer a comprehensive suite of features designed to simplify trust accounting and ensure compliance.

Tabs3 Financials allow law firms to track an unlimited number of trust accounts, execute three-way reconciliations, manage trust accounts from one system, and view dashboard summaries of account activity. It also supports the Positive Pay program, a fraud prevention measure used by banks.

With the latest legal-specific software, firms can automate their trust accounting practices, reduce the risk of human error, and maintain a transparent and efficient system for managing their clients’ trust accounts.

An easier way to ensure compliant trust accounting

Law firms used to maintain client ledgers by hand or on stand-alone spreadsheets. But not anymore. Legal-specific software can simplify trust accounting for law firms. It should integrate seamlessly with a law firm’s general accounting system and offer robust trust accounting, general ledger, and accounts payable features.

Tabs3 is an industry-leading software solution with features that make it an ideal choice for managing trust accounts:

• Trust accounting: Tabs3 Financials allows you to track unlimited trust accounts, ensuring precise and efficient management of all client funds.
• Three-way reconciliation: The software enables regular three-way reconciliations for trust accounts, ensuring compliance with state bar association rules and providing an accurate overview of your trust accounts.
• Dashboard summaries: Tabs3 offers dashboard summaries of account activity, providing a quick glance at your firm’s trust accounts and bank balances.
• Positive Pay: Tabs3 supports the Positive Pay program, helping law firms prevent fraud and safeguard their clients’ trust funds.

Law firms can implement trust accounting best practices efficiently, maintaining compliance with state bar regulations and enhancing client trust using Tabs3.

See what Tabs3 Software can do for you

To explore how Tabs3 can help your law firm manage trust accounts accurately and efficiently, schedule a walkthrough demo or sign up for a free trial today.

In the dynamic and competitive landscape of the legal industry, law firms need to develop strong relationships with their clients from day one.

To do this, firms of all sizes must prioritize client engagement. Client engagement goes beyond simply ensuring client satisfaction and securing repeat business; it’s about fostering a sense of loyalty and trust that can lead to referrals and a strong reputation in the market.

There are many ways to keep your clients engaged throughout the lifecycle of their legal matters, including:

• Providing helpful information through blogs, videos, and podcasts
• Implementing drip email campaigns
• Using client collaboration tools
• Improving the payment experience

Legal technology tools can also help with all of these activities. Let’s look at some practical insights into keeping your current clients engaged and loyal to your practice.

Building client engagement: from trust to referrals

In any industry, client loyalty is more than just nice to have; it’s a crucial element to ensure success for your business.

But why is client loyalty so crucial for law firms, and how does it tie into client engagement?

Loyal clients are more likely to return for additional services. In a field as complex as law, where matters can span months or even years, having clients who trust your expertise and choose to stick with your firm is a significant advantage. They represent more than just the immediate business they bring but also the potential for future stability.

Loyal clients are also more likely to sing your praises. In many cases, they act like ambassadors for your firm by referring you to their friends, family, and professional networks, effectively becoming a free marketing channel. In an industry where word-of-mouth recommendations are invaluable, this can be a powerful tool for growth.

Of course, client loyalty takes time to develop. It’s the result of consistent, meaningful interactions that make clients feel valued and understood. It’s about showing clients that you’re not just there for them in the courtroom or during negotiations but also in the quieter moments when they seek advice or reassurance.

This is where client engagement comes into play. By providing your clients with valuable information, maintaining regular contact, and making their communication with your firm as seamless as possible, you can foster a sense of loyalty that goes beyond a single case or transaction.

Legal-specific software solutions can support these efforts, making it far easier to manage client relationships and keep communication personalized without requiring a huge mental load for attorneys and law office staff.

Providing value beyond the case: four strategies to foster client engagement and loyalty

Maintaining a strong connection with your current clients is crucial in the legal industry. Here are some effective strategies that can help you keep your clients engaged and foster a sense of loyalty: 

1.    Deliver information that matters

One of the most effective ways to keep your clients engaged is by continuously serving as a source of valuable information. Your firm can achieve active client engagement by:

• Crafting relevant articles that are easy to read and share
• Creating engaging videos
• Hosting (or being a guest speaker on) informative podcasts

By sharing insights and knowledge about the legal issues that matter to them, you keep them informed and position your firm as a trusted resource. 

2.    Implement drip email campaigns

Regular and personalized communication is vital to keeping clients engaged. Implementing drip email campaigns, where a series of emails are sent over time, can help maintain a consistent line of communication. These emails can include updates about their case, legal tips, or even general law firm newsletters.

Use marketing automation tools within a legal-specific CRM to streamline this process, ensuring consistent communication without adding to your workload. 

3.    Keep matters organized

Efficient and organized matter management is crucial for achieving client satisfaction and engagement at your law firm. Clients have greater confidence in your firm when they see their cases handled systematically and professionally. This includes everything from responding to client queries promptly, informing them about their case progress, and ensuring all their documents are organized and easily accessible.

Tabs3 Software solutions allow you to streamline matter management by organizing client information, automating routine tasks, and making all client documents easily accessible. 

4.    Offer easy payment options

In business, convenience is vital. Easy payment options like online payments or credit card processing can enhance the client experience. Tabs3Pay gives clients convenient payment options such as payments through a private portal, making it easier to settle their bills and demonstrating your firm’s commitment to modern, client-centric practices.

By integrating these strategies, you can keep your current clients engaged, fostering a sense of loyalty that can benefit your firm in the long run.

Keep your clients engaged and turn them into loyal ambassadors with Tabs3 CRM

At a time when consumers have an abundance of options at their fingertips, law firms are increasingly seeking to go above and beyond to deliver client engagement experiences that truly set them apart from the crowd.

By leveraging the capabilities of Tabs3 CRM, you can automate and simplify your client management procedures, enabling you to concentrate on the most crucial aspect of your work: delivering outstanding legal services, maximizing your billable hours, and keeping clients engaged throughout the matter lifecycle.

Tabs3 CRM is more than just a tool; it’s a partner that can help transform your practice by boosting client engagement and more.

Experience the transformative power of automation in managing and expanding your law practice by scheduling a demo or signing up for a free trial today.