Complete Practice Management Solution Now in Tabs3 Cloud
Tabs3 Cloud has the same easy-to-use interface and features that have transformed how tens of thousands of legal professionals work, all without the hassle of additional hardware.
Now Tabs3 Cloud can take your practice to new heights with the inclusion of PracticeMaster practice management software, helping your firm stay organized, manage documents, connect with clients, and more, without any limitations on where you work.
Learn more about how to boost profitability and improve workflows with these five robust capabilities available in Tabs3 Cloud with PracticeMaster.
Achieve streamlined organization with the Matter Manager
When working on a case, relevant matter information needs to be easily accessible. Tabs3’s 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. Tabs3 CRM added to PracticeMaster can increase your responsiveness without adding more tasks to your plate. Automated responses via text or email mean no more waiting for an available attorney or staff member to follow up.
Law firms can also set up tailored drip campaigns to nurture leads or stay top of mind with clients over time. Set up automated marketing campaigns and segment your audience based on practice area. This will ensure the emails subscribers receive are relevant to their needs, making them less likely to click “unsubscribe.”
Tabs3 CRM also helps with client intake. Use customizable intake forms with logic-based conditioning to ensure potential clients only answer questions related to their case. That way, your firm will connect 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.
Modern systems like Tabs3 Cloud ensure that all bases are covered with a 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.
Avoid duplicate data with document automation
Streamline the first draft with the PracticeMaster Document Assembly (Microsoft® Word required), which fills forms and contracts automatically. This document automation removes the pain of duplicate entries that come with the initial version, allowing your law firm to create legal documents more efficiently.
No matter your location, work efficiently with Tabs3 Cloud
Secure the flexibility your law firm needs to grow with Tabs3 Cloud, a seamlessly integrated suite of software products for law firms and legal professionals. No matter where you work, you can access Tabs3 Billing, Tabs3 Financials, and PracticeMaster, all the critical tools needed for enhanced productivity.
Learn more about our powerful, reliable, flexible software and schedule a demo with one of our product specialists today.
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