About Tabs3

Tabs3 is a legal management suite that provides law firms with billing, financial, and practice management solutions to help streamline legal operations. Tabs3's Billing, Financials, and PracticeMaster solution allows businesses to manage the account billing process, company financials, and other all aspects related to case management. Key features include time tracking, billing rate management, general ledger, accounts payables, trust accounting, case and matters management, an integrated calendar, document manager, and many more.

With the Tabs3 billing solution, legal professionals can track all non-billable and billable hours as well as set billings rates for legal services. Billing statements can be drafted and tracked for internal review, and when ready, can be sent via email as password-protected PDF files. Combined with the Tabs3 financial solution, users can extend business billing and accounting functionality with a general ledger, accounts payable, and trust accounting tools. In-house accountants can write checks, reconcile bank statements, track invoices, and manage client trust accounts with the Tabs3 integrated financial solution.

Tabs3's PracticeMaster centralizes all account, document, and case management operations into one solution. PracticeMaster's Matter Manager is able to show real-time client information and provide an overview of all activity such as emails, documents, fees, notes, and much more. Professionals can track and upload all legal documents with an integrated document manager, as well as compile documents with existing information using PracticeMaster's document assembly feature.

Tab3 offers a platinum version of their suite solution which includes mobile functionality, data backup and recovery, accelerators for reports, an eNotes messaging tool, advanced reporting, and SQL integration.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Images

Tabs3 home page
Tabs3 generate billing statements
Tabs3 recap billable and non-billable hours
Tabs3 case and matter activity overview
Tabs3 conflict of interest results
View 6 more
Tabs3 video
Tabs3 screenshot: Tabs3 home page Tabs3 screenshot: Tabs3 generate billing statements Tabs3 screenshot: Tabs3 recap billable and non-billable hours Tabs3 screenshot: Tabs3 case and matter activity overview Tabs3 screenshot: Tabs3 conflict of interest results

Features

Total features of Tabs3: 27

  • Account Reconciliation
  • Accounting Management
  • Activity Dashboard
  • Bank Reconciliation
  • Billing & Invoicing
  • Billing Rate Management
  • Calendar Management
  • Case Management
  • Cash Management
  • Check Printing
  • Client Management
  • Customizable Reporting
  • Desktop Notifications
  • Document Generation
  • Document Management
  • Document Storage
  • File Management
  • General Ledger
  • Invoice Management
  • Invoice Processing
  • Permission Management
  • Search Functionality
  • Secure Data Storage
  • Summary Reports
  • Time & Expense Tracking
  • Timeline Management
  • Vendor Management

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Filevine

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Legal Files

4.6
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Legal Files matter management is ideal for corporations, universities, governmental agencies and insurance companies.

Amberlo

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Reviews

Overall rating

4.7 /5
(160)
Value for Money
4.6/5
Features
4.5/5
Ease of Use
4.4/5
Customer Support
4.7/5

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Showing 5 reviews of 160
Tracy M.
Overall rating
  • Industry: Law Practice
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I highly recommend Tabs3 Software

Reviewed on 2019-07-31

We use Tabs for our timekeeping and billing, the Tabs3 Connect is a great feature for attorneys to...

We use Tabs for our timekeeping and billing, the Tabs3 Connect is a great feature for attorneys to enter their time on the go. The General Ledger and Accounts Payable software integrate well with each other and with Tabs, so that saves on duplication of work. Practice Master has great features and is a great database for containing the information needed for our clients.

Pros

The software is very user friendly, the programs are intuitive and the e-mail bills are a great function!
We have been using all the products offered by Tabs3 for over 25 years. The upgrades always have something new and better when they come out.

Cons

There just isn't enough time for me to learn all the capabilities of the software.

Response from Tabs3 Software

Tracy, Thank you for taking the time to leave a review! We appreciate hearing from you. Unfortunately I can't add more time to the day, but if there's something we can do to make things easier for you, please let us know! - Emily L., Software Trainer

Katherine K.
Overall rating
  • Industry: Law Practice
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Satisfied Customer

Reviewed on 2020-11-16

We have used Tabs3 for billing since before I started (16 years ago), but we used another practice...

We have used Tabs3 for billing since before I started (16 years ago), but we used another practice management software for a while before switching to PracticeMaster. We recently made the change from the basic version to the Platinum version. The price difference was the hurdle, but the features in Platinum are valuable. Support has been very good over the years.

Pros

We have added fields in PracticeMaster to track information that we want available, and those fields are then available in the Report Writer. For example, we added a tab for our Estate Planning matters to track which documents were created for them and whether we are storing the originals or if the client has the originals. Report Writer allows you to create custom reports pulling information from PracticeMaster. I wish you could pull more information from other parts of the Tabs3 Suite in the reports.
While we are slow to incorporate new features into our daily use, I find many of them valuable. We have just started to use the email statement feature which isn't very new.

Cons

There is so much to the software that it can take a new user a little while to get up to speed on it. It takes some training to know where to enter information so that it syncs correctly between the different parts of the software.
We need to be more proactive about learning about the features and functionality. We don't have a reseller that helps us implement them.

Response from Tabs3 Software

Katherine, Thank you for taking the time to leave a review! We appreciate your feedback. There are some tools available to pull data from other areas of the software for reports--if you're interested, reach out to Support and we can talk to you about them! Thanks again! - Emily L., Software Trainer

Mary R.
Overall rating
  • Industry: Legal Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Reliable and Convenient

Reviewed on 2020-12-10

We have used the product for over 30 years and are impressed with the continued updating to keep...

We have used the product for over 30 years and are impressed with the continued updating to keep current with new technology. I am looking forward to one day being able to "dial" the client through VOIP integration already in the office.

Pros

The fact that this suite of programs interact with each other is wonderful. Everyone in the office can work in the programs simultaneously and have access to all information about any one of the clients. If one staff member enters information, notes, scans documents, enters time or costs for a client, every person will have access to that same information. This solves a lot of explaining to clients "I will ask her when she comes in if that document is ready" because the document is right there attached to their client information for all to see. Of course, you can limit by group which staff members can access what information depending on security of certain financial rights.

Cons

If you have more than one person writing checks, you must wait for the other person to finish before you can print your checks. There isn't a "stacking" policy in the payables program.

Phil G.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

The not so good Tabs

Reviewed on 2016-08-18

I have had Tabs since 2010, it is terrible. You purchase the program and then you constantly have...

I have had Tabs since 2010, it is terrible. You purchase the program and then you constantly have to go back to customer service (tech dept.) and they want to hit you up for $200 per hour for tech help, as you can imagine that is absurd, expensive and terrible. They let you buy the product and make it seem like there is no additional cost, reality is that you better pay for the ongoing tech support because there are always errors and problems that need addressing, did I mention the $50 minimal charge or $200 per hour for tech help. I rarely was able to use the program, each time I tries there was some new error message and a need to seek out tech department, truly a terrible experience.

Pros

The software has a wide array of features and billing is nicely prints out in a very organized and concise format, it really does have a lot of detail and nice features.

Cons

It seems to always have some problem or error message on the rare instances when I actually needed it to do a billing for a client, nothing is worse than paying for a product and then having to waste time because it will not work and then get stuck paying extra by having to call and pay the tech department $200 per hour to help you figure out why their product does not work as it is promised and as it should from the start. How is it possible that the product regularly has error messages that are not resolvable without a call to the tech department. Very frustrating.

Response from Software Technology

I am sorry that Mr. Gunthert has not had a good experience. We have reached out to him to discuss the specific issues that he is having.
 
I did want to mention a few things related to the points that he brought up. To make sure clients get off to a good start, every purchase of Tabs3 includes a free year of maintenance, which includes both technical support and any product updates that come out during the year. After a year, the maintenance is optional. Many clients prefer that to being required to pay an annual fee.
 
Also, our technical support team gets very high marks. In our last client survey 96% of our clients said they were satisfied with the support that they received from our team. In that same survey, 9 out of 10 Tabs3 clients say they would recommend Tabs3 to other firms.

Kim Hanzl, Support Manager

William B.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

TAB3 Software is great

Reviewed on 2020-10-16

The overall experience is been excellent especially the prompt response to support.

The overall experience is been excellent especially the prompt response to support.

Pros

Runs locally and fast over my local network using Windows 10 Pro. Quick response means productivity is achieved. Like the fact that I can use for my financial part of my practice-trust accounting, general ledger accounting, accounts payable. All accessible to all users at my firm.

Cons

This software as many features and you need to take the time to learn the new features and sometimes they require extensive time to develop.

Response from Tabs3 Software

William, Thank you for taking the time out of your day to leave a review! We're very glad you're enjoying your experience with Tabs3. If there's anything we can do to help you be even more productive, please let us know! - Emily L., Software Trainer

Showing 5 reviews of 160 Read all reviews

Tabs3 FAQs

Below are some frequently asked questions for Tabs3.

Tabs3 offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Available

Please contact Tabs3 directly for pricing information.

We do not have any information about Tabs3 features

Tabs3 has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Tabs3 supports the following languages:

English

We do not have any information about what devices Tabs3 supports

Tabs3 integrates with the following applications:

HotDocs, LawPay, Microsoft Excel, Microsoft Outlook, NetDocuments

Tabs3 offers the following support options:

Knowledge Base, Online Support, Phone Support, Video Tutorials

Related categories

See all software categories found for Tabs3.