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Tabs 3 Billing, Statement Customization, and Accounts Receivable
This class will review the Tabs3 billing cycle, preparation of Draft and Final bills, the Statement Designer, creating and editing Statement Templates, review of Pre-Bill Tracking, review of billing reports, and Accounts Receivable reports. Other billing topics will be covered as requested by attendees.
Duration 1 - 2 hours
Cost: $75 per hour per attendee
Minimum Attendance: 1 person
Please click HERE to register for this class.
Tabs 3 / PracticeMaster Time Entry and Time Management
This class is for attorneys, paralegals, and law clerks who use Tabs3 or PracticeMaster for time entry. The use of timers will be reviewed, and the interface with Outlook and PracticeMaster for time entry and management will be included. The class will also review how to use Tabs3 reports for time management.
Duration 1 hour
Cost: $75 per hour per attendee
Minimum Attendance: 2 persons
Please click HERE to register for this class.
This class is a complete review of the Tabs3 General Ledger module. It includes the setup of the Chart of Accounts, bank account reconciliation, journal entries, reports, and the setup of the interface with Tabs3, and Tabs3 Accounts Payable modules.
Duration 1 - 2 hours
Cost: $75 per hour per attendee
Minimum Attendance: 1 person
Please click HERE to register for this class.
This class is a complete review of the Tabs3 Accounts Payable module. Topics covered are: setup of new accounts, invoice entry, printing checks, setup of check printer, setup of the interface to Tabs3 and General Ledger, and accounts payable reports.
Duration 1 - 2 hours
Cost: $75 per hour per attendee
Minimum Attendance: 1 person
Please click HERE to register for this class.
This class is a complete review of the Tabs3 Trust Accounting module. Topics covered are: setup of Trust Accounts, the interface to Tabs3, setup of Trust bank accounts; making payment, deposits, and withdrawals, and Trust check printing and check printer setup.
Duration 1 hour
Cost: $75 per hour per attendee
Minimum Attendance: 1 person
Please click HERE to register for this class.
This class is designed for law firm billing department users that create and sent electronic bills. The class covers the task based billing process, the setup of template profiles, the creation of the electronic bills, the management of electronic bills in Tabs3, and submission of electronic bills to client electronic bill processors.
Duration 1 hour
Cost: $75 per hour per attendee
Minimum Attendance: 1 person
Please click HERE to register for this class.
This class is designed for law firm partners and administrators that want to be familiar with the management reports available to them in Tabs3. How to create the reports, how to interpret the reports, and how to print the reports to PDF, files, or paper. The security in Tabs3 is also reviewed. This session allows for Q&A by participants.
Duration 1 hour
Cost: $75 per hour per attendee
Minimum Attendance: 1 person
Please click HERE to register for this class.
PracticeMaster Calendar and CompuLaw Rules
This class is for attorneys, secretaries, and paralegals that need to know how to use the calendar function in PracticeMaster. The use of the CompuLaw court rules is also covered. Creating calendar entries, creating Calendar Codes, creating calendar filters, and the syncing with Outlook are reviewed. Calendar reports and Calendar Plan Templates are also discussed. Maintenance of the CompuLaw court rules is also included in the class.
Duration 1 - 2 hours
Cost: $75 per hour per attendee
Minimum Attendance: 1 person
Please click HERE to register for this class.
PracticeMaster Contacts - Reports and Customization
This class covers the contact management features of PracticeMaster. Entering contact data, linking contacts to cases and calendar entries is reviewed. Customization of Contact screens and fields is also discussed. A review of the contact reports in PracticeMaster is included in this class.
Duration 1 hour
Cost: $75 per hour per attendee
Minimum Attendance: 1 person
Please click HERE to register for this class.
This class is designed to teach the user how to use the Report Writer function in PracticeMaster. Creating reports, copying reports, and design of reports is discussed. Users will learn how to create a simple report and produce the results in report format. Also the class will review the standard reports included with the PracticeMaster Report Writer.
Duration 1 - 2 hours
Cost: $75 per hour per attendee
Minimum Attendance: 1 person
Please click HERE to register for this class.
PracticeMaster Document Assembly
This class is designed to teach the user how to user the Document Assembly functions in PracticeMaster. Users will learn how to use the tools in PracticeMaster to create Microsoft Word document assembly templates and produce documents. The document management functions on PracticeMaster are also reviewed in this class.
Duration 1 - 2 hours
Cost: $75 per hour per attendee
Minimum Attendance: 1 person
Please click HERE to register for this class.