Take your practice to the next level with the addition of PracticeMaster practice management software. Fully integrated with Tabs3 Billing and Tabs3 Financials.
Table of contents
- Take Your Practice to the Next Level with PracticeMaster Practice Management Software
- Achieve Streamlined Organization with the Matter Manager
- Simplify Scheduling with the PracticeMaster Legal Calendar
- Grow Your Firm with Legal Client Relationship Management (CRM) Software
- Identify Potential Conflicts of Interest with the Conflict Checker
- Save Valuable Time with Document Automation
- No Matter Your Location, Work Efficiently with Tabs3 Cloud
Tabs3 Cloud continues to transform how legal professionals streamline their work with the easy-to-use, flexible features that Tabs3 clients already know and love.
Take Your Practice to the Next Level with PracticeMaster Practice Management Software
Fully integrated with Tabs3 Billing and Tabs3 Financials, PracticeMaster will help your firm stay organized, manage documents, connect with clients and more — without any limitations on where you work.
Boost profitability and improve workflows with more capabilities by adding PracticeMaster to Tabs3 Cloud, which includes the following features:
Achieve Streamlined Organization with the Matter Manager
When working on a case, relevant matter information needs to be easily accessible. The Matter Manager allows you to access all firm information in one place. At a glance, you can find:
- Contact information
- Emails
- Documents
- Fees
- Appointments
- Costs
- Research notes
- Phone records
- Billing summary (includes a billing status and the trust account balance)
Simplify Scheduling with the PracticeMaster Legal Calendar
Stop spending non-billable hours checking everyone’s availability. With PracticeMaster in Tabs3 Cloud, you can simplify scheduling with drag-and-drop functionality, allowing you to add and update appointments on the fly.
Don’t worry about double-booking appointments. PracticeMaster checks for conflicting events so that no one is scheduled for more than one appointment at a time.
Plus, you can view your calendar in the way best for you: by day, week, or month. Need a quick visual reference? Tabs3 incorporates a color-coding system so you can organize meetings by staff members or type of event.
Grow Your Firm with Legal Client Relationship Management (CRM) Software
Client relationships depend on excellent communication. Adding Tabs3 CRM to PracticeMaster can increase your responsiveness without adding more tasks to your plate. Automated responses via text or email mean no more waiting on an available attorney or legal staff member for follow-up.
Law firms can also set up tailored drip campaigns. Drip email campaigns can be used to nurture leads or stay top of mind with clients over time. Set up automated marketing campaigns and segment your audience based on the practice area. This ensures that the emails subscribers receive are relevant to their needs, making them less likely to click “unsubscribe.”
Tabs3 CRM also alleviates challenges with client intake. Use customizable intake forms with logic-based conditioning to ensure potential clients only answer questions related to their case and that your firm connects with the right leads.
Identify Potential Conflicts of Interest with the Conflict Checker
Your practice management system should know every person tied to a case, not just the client.
PracticeMaster ensures that all bases are covered with a better conflict of interest search. Use the conflict of interest report to search records that may reveal an issue. Our checker comes with search options for conflict checks, including “match partial words,” “starts with,” “phonetic check,” and “contains,” which creates quick, comprehensive, and accurate searches.
Save Valuable Time with Document Automation
Streamline the first draft using PracticeMaster Document Assembly (Microsoft Word required), which fills forms and contracts automatically from the information you have already entered. This document automation removes the pain of duplicate data entry and allows your law firm to create legal documents more efficiently.
No Matter Your Location, Work Efficiently with Tabs3 Cloud
Increase the flexibility your law firm needs with the seamlessly integrated suite of legal software products in Tabs3 Cloud. No matter where you work, you can access Tabs3 Billing, Tabs3 Financials, and PracticeMaster to enhance productivity and fuel your firm’s growth.
Learn more about Tabs3 Software and Tabs3 Cloud by scheduling a demo with one of our product specialists today.
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