Integration with other programs

  • Tabs3 Billing Software Integrates with:
    • PracticeMaster Practice Management Software
    • Tabs3 General Ledger Software
    • Tabs3 Trust Accounting Software
    • Tabs3 Accounts Payable Software
    • QuickBooks®
    • PalmT Handhelds

 

Tracking your time is easy

  • Simple forms make it easy to enter your time.
  • Stop watch timers track time as you go, and then turn the time into a billing entry with one click.
  • Spell check the notes you make in time entries.
  • An Entry List of recent ledger transaction lets you review past work as you enter new data.
  • Track both Hours Worked and Hours to Bill when you enter fees, so you get more accurate reporting as well as the ability to write-up or write-down hours.

 

Flexibility to bill the way you want to

  • Edit, reprint or unbill a billing statement at any time.
  • Nearly unlimited billing rate flexibility - use one of the standard billing rates for a timekeeper, or the billing rate for his/her level (e.g., partner, associate, etc.), or create custom rates for any timekeeper or client.
  • Split fee billing lets you bill several clients a percentage of the fees and/or costs for a matter.
  • Distribute payments across multiple bills for multiple attorneys.
  • Contingency, flat fee, retainer and task based billing.

 

Tools to get your bills out faster

  • Review unbilled time and expenses by timekeeper or client using the Work-In-Process Report.
  • Print or display draft statements for internal review and editing.
  • Save any statement or report as a PDF file.
  • One click drill down to individual transactions from the Work-In-Process Report, Transaction File List or Draft Statements makes it easy to update entries.
  • Use different billing criteria to print groups of client bills.
  • Electronic billing to automatically format bills for insurance companies with Tabs3 Taskbill Software.
  • To ensure you never miss a bill, Tabs3's unique Pre-Bill Tracking feature tracks the status of individual bills and WIP reports, making it easy to check which pre-bills have been received, still need editing or are on hold.

 

Reports to stay on top of your billing

  • Collections Report:
    • Amount billed.
    • Payment history.
    • Outstanding invoice.
    • Contact information for easy follow-up.
  • Work-In-Process Report:
    • Unbilled time and expenses by timekeeper or client.
  • Aged Work-In-Process Report:
    • Number of days fees and expenses have gone unbilled for each client.
  • Recap of Hours Report:
    • Find missing time that has not been turned in yet.
  • Client Ledger Report:
    • History and status of all client billing statements.

  • Accounts Receivable by Invoice Report:
    • Amounts billed to each client.
    • Amounts due for each invoice.

 

Compensation Reports and Tools

  • Create compensation rules for multiple originating, primary and secondary timekeepers.
  • Fee Compensation Rules tables can be shared, copied and customized, and each table can include multiple rules.
  • Compensation Rules can be based on many criteria. Here are some examples of how rules can be used:
    • Kathy gets 2% of receipts from all working timekeepers.
    • Bruce gets 5% of receipts from work done by Amber, Deb and Phil.
    • Dan gets 5% of receipts for Acme Insurance until June, 2007.
    • Brad gets 10% of receipts for Widgets International until he receives a total of $10,000.
  • Compensation Reports:
    • Allocated Payments Report.
    • Cash Receipts Report.
    • Receipt Allocation Report.
    • Unallocated Payments Report.

 

Reports that give you insight into your firm's business

 

Reports that give you insight into your employees' productivity

 

Ease of use

 

Security so people only see the information they are supposed to see

  • Accounts Receivable Reports:
    • Who is late with payments.
    • How late payments are.
    • Payment history.
  • Client Productivity Report:
    • Profit your firm made from each client.
    • How a client's profitability varied from year-to-year.
  • Timekeeper Profitability Report:
    • Billings, overhead and profit foreach timekeeper.
    • Net profit for each timekeeper.
    • Percent of your firm's billings that each timekeeper has produced.
  • Receipt Allocation Report:
    • Payment allocation to different attorneys, advances, expenses, sales tax and finance charges.
  • Collections Report:
    • Amount billed.
    • Payment history.
    • Outstanding invoice.
    • Contact information for easy follow-up.
  • Task Code Billing Report:
    • Billed and unbilled task bases billing transactions.
  • Task Code Budget Report:
    • Billed and unbilled amounts for expenses and activities broken down by common tasks such as phone calls, meetings, research, etc.
  • Area of Practice Productivity Report:
    • Billings broken down by area of practice.
    • Effective billing rate for each area of practice.
    • Write-ups and write-downs for each area of practice.
    • Timekeeper Productivity Report:
      • Hours and amounts that each timekeeper billed.
      • Effective billing rate of each timekeeper.
      • Each timekeeper's write-ups and write-downs.
      • Total billable and non-billable hours and amounts for each timekeeper.

    • Area of Practice Productivity Report For Each Timekeeper:
      • Amount of billable time people spent on each area of practice.

    • Timekeeper Status Report:
      • Work-in-process and accounts receivable each timekeeper is responsible for.

    • Timekeeper Analysis Reports:
      • Analyze timekeeper performance for range of months.
      • Analyze all timekeeper performance for individual months.
      • Compare rates for hours, amounts and receipts.
      • Compare billed rate, effective rate, and more.
    • The Tabs3 Client Manager gives you a quick look into all of a client's vital statistics and quick access to the tasks you do most. A client's contact information, recent payments, work-in-process, accounts receivable balance and fund account balance are neatly presented on screen. Tabs3 Client Manager also gives you one click access to the ten tasks you do most often. Customize them so that the reports you run and the forms you fill out every day are only one click away.

    • Add reports to the Drop Box as you run them. Then easily attach them all to one e-mail instead of e-mailing each one separately.
    • Autofill and Incremental Search help you find clients and contacts quickly as you type.
    • Restrict people's access to certain timekeepers, certain clients or cases.
    • Decide who can create new entries, edit existing entries and delete entries.