Tabs3 Billing is reliable, award winning software designed for law firms. It makes it easy to get your bills out quickly, and manage the business side of your firm. Automatically e-mail PDF statements to clients one at a time, or in batches. Bill your standard rate or set up custom rates and billing options per client or attorney. Add Tabs3 Taskbill software for electronic billing formats such as LEDES. Choose from our many statement layouts. Use your firm’s logo to make your own unique statement design. Easily review billed and unbilled time, accounts receivable (what clients owe you), attorney productivity, receipt allocation (rules that determine what each attorney has earned), your top clients, and more.
Tracking Your Time is Easy.
Timers help you track time as you go, and then turn billable hours into fees that will appear on the client’s next statement. See a recap of your worked hours to make sure all of your time is entered. Simple forms make it easy to enter your time. You can track hours worked and hours to bill, and create task-based statements such as LEDES (Tabs3 Taskbill required). You can even enter your time and costs from your phone or tablet using Tabs3 Connect – a Platinum feature.
Bill Exactly the Way You Want To.
Tabs3 gives you virtually unlimited billing rate flexibility. Use one of the standard billing rates for an attorney, bill by timekeeper level (partner, associate, etc.), or create custom rates for any timekeeper for any client. You can also use contingency, split fee, flat fee, and retainer, progress, and electronic task based billing. Then customize your statement to show exactly what you want.
Get Your Bills Out Faster.
You can print or e-mail your statements as PDFs. You can automatically generate all of the e-mails and PDFs at once and automatically insert last payment date, outstanding balance, statement notes, and other client information into the e-mail. E-mail statements one at a time or in batches, and password protect statements for high-profile clients. Print draft statements and track which ones are still under internal review. Use Tabs3 reports to review unbilled time and expenses for any timekeeper or client. Click on any transaction on a bill to edit or update it.
Useful Reports to Stay on Top of the Business of Law.
Dozens of reports give you insight into your firm. Run a Recap of Hours Report to find time that has not been turned in. The Top Client Report ranks clients by work-in-process, billed amounts, write offs and more. The Timekeeper Productivity Reports show you what each timekeeper has billed, written off and their effective billing rates. The Client Inactivity Report identifies clients with no activity. The Collections Report makes follow-up easy by showing you the clients with outstanding balances, and their contact information, billing, and payment history. Export any report to Microsoft® Excel®.
Secure Your Information.
Make sure that people in your firm only see the information they are supposed to see by restricting access to certain timekeepers, clients, or matters. You decide who can add, view, and delete information.
Advanced Compensation Formulas.
Set up compensation rules for originating, primary and secondary timekeepers. Here are some examples of how compensation 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.