SOS, Inc.

Tabs3 Billing Software Tabs3 Billing Software

Tabs3 Billing Software

Tabs3 Billing Software, the award-winning industry standard for legal billing software, is the reliable way to make sure that attorneys and paralegals bill on time and reduce unreported billable time. Tabs3 Billing Software minimizes the manual and clerical effort in the billing process and helps partners understand how the law firm is performing. Tabs3 also has customizable compensation rules to make it easy to see how much each attorney has earned each month.

New! Tabs3 Version 16 is now available. Learn More...

SOS, Inc. Tracking Your Time is Easy.

Tracking Time is Easy iconTimers help you track time as you go, and then turn billable hours into a fee entry. Simple forms make it easy to enter your time. You can track both hours worked and hours to bill, and create task-based statements using Tabs3 Taskbill software.

SOS, Inc. Bill Exactly the Way You Want To.

Bill Exactly the WAy You Want To iconYou have virtually unlimited billing rate flexibility. You can use one of the standard billing rates for a timekeeper, 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 based billing.

SOS, Inc. Get Your Bills Out Faster.

TimerReview unbilled time and expenses by timekeeper or client. Print, edit and track draft statements under internal review and editing. Drill down to individual entries from reports and draft statements to quickly make changes and updates. Automatically generate e-mails to your clients with PDF statements attached.

SOS, Inc. Useful Reports to Stay on Top of Your Billing.

TimerUse Collections Reports to see who still owes you money. Review all work-in-process to see unbilled time and expenses by timekeeper or client, and how long it has gone unbilled. Run a Recap of Hours report to make sure all time is entered. Print a Client Ledger Report to see the history and status of all client statements. Export reports to Excel®.

SOS, Inc. Secure Your Information.

TimerCustomizable & flexible security puts you in charge of who sees what. Decide who may create, edit and delete entries or client information.

SOS, Inc. Advanced Compensation Formulas.

TimerUse compensation rules to determine what each partner has earned. For example:

  • Kathy gets 2% of receipts from all working timekeepers.
  • Bruce gets 5% of receipts from the work done by Kari, Deb and Phil.
  • Dan gets 5% of receipts from Acme Insurance until next June.
  • Brad gets 10% of receipts for Widgets International up to a total of $10,000.

SOS, Inc. Free Practice Management Software.

TimerEvery Tabs3 includes a free one-user license of PracticeMaster Basic to try before you buy. Learn more about PracticeMaster and the benefits of practice management software.

Back to top

SOS, Inc. Tabs3 Detailed Feature List

Integration with other programs

Integrates with: PracticeMaster Practice Management Software, Tabs3 General Ledger Software, Tabs3 Trust Accounting Software, Tabs3 Accounts Payable Software, Tabs3 Taskbill Software, QuickBooks®.

Back to top

Tracking your time is easy

Easy-to-use forms help you enter your time quickly. Use stopwatch timers to track time as you go, then turn them into fees with one click. Switch from Rapid entry mode to Detailed entry mode to reveal the client’s default billing settings, and change them for non-typical fees, without having to edit the client’s billing settings. Track both Hours Worked and Hours to Bill for the most accurate reporting. Optionally show a Fee Entry list to review fees previously entered.

Back to top

Flexibility to bill the way you want to

Using Tabs3, each timekeeper has nearly unlimited billing rate flexibility - use one of the standard billing rates for a timekeeper, the billing rate for his/her level (e.g., partner, associate, etc.), or create custom rates for any timekeeper or client. For matters with multiple payees, split fee billing allows you to bill several individuals a percentage of fees and/or costs for one matter. Other billing options include contingency, flat fee, retainer, task-based (Taskbill required), threshold, and progress billing.

When clients pay for multiple statements or matters with one check, you can allocate the payment across all of the statements and timekeepers with one payment entry.

Back to top

Tools to get your bills out faster

Review unbilled time and expenses by timekeeper or client using the Work-in-Process Report, Transaction File List, or draft statements. From preview mode, drill down to individual transactions for quick editing.

Use clients’ billing criteria to print bills in organized groups. Reduce postage expenses by printing statements to individual PDF files for e-mail.

Automatically format task-based bills for insurance companies using Taskbill software.

Use the Pre-Bill Tracking screen to track the status of individual bills and Work-in-Process reports. From one screen, you will see which statements have been reviewed and statements on hold. You will immediately see which statements are ready to be printed, and you can print them from Pre-Bill Tracking with minimal effort.

Automatically generate e-mails to your clients with PDF statements attached.

Back to top

Reports to stay on top of your billing

Top Client Report: Rank your clients by Work-in-Process, billed amounts, Write Offs, paid amounts and more, for any time period with the Top Client Report.

Collections Report: Find your highest-priority accounts receivable accounts with the Collections report. From this report, review amounts billed, payment histories, outstanding invoices, and client contact information for easy follow-up.

Work-in-Process reports: Unbilled transactions are a click away with Work-in-Process reports. Sort unbilled transactions by client, timekeeper, date, and more.

Recap of Hours Report: Summarize your daily, weekly, and monthly activity with a Recap of Hours report. This report is particularly useful for finding missing time that has not yet been entered.

Client Ledger Report: A Client Ledger Report displays a complete history and status of all billing statements.

Accounts Receivable by Invoice Report: To review amounts billed to each client and amounts due for each invoice, there is no better report than the Accounts Receivable by Invoice report.

Back to top

Compensation Reports and Tools

Fee Compensation Rules Report: Review compensation rules for multiple originating, primary and secondary timekeepers with a Fee Compensation Rules report. Review all fee compensation rules tables which can be based on many criteria. 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.

Allocated Payments Report: Use the Allocated Payments Report to see how payments were distributed to fees, expenses, advances, sales tax and finance charge by allocation date.

Cash Receipts Report: Display payments in a specified payment transaction date range with a Cash Receipts report. Itemize individual payments for each or simply review payment totals for each client. The report optionally breaks down payments into Fees, Finance Charge, Expenses, Advances and Unallocated columns based on how they are allocated.

Unallocated Payments Report: Print an Unallocated Payments Report to show partial or fully unallocated payments by client, based on the payment transaction date.

Back to top

Reports that give you insight into your firm's business

Accounts Receivable Reports: Use Accounts Receivable reports to pinpoint clients who pay late, how late those payments are, and overall payment history. Sort A/R by client or invoice.

Client Productivity Report: To determine which clients or case types are most profitable for your firm, run a Client Productivity report. You will see how much your firm profits from a single matter or groups of matters. Optionally review current profitability to past years.

Timekeeper Profitability Report: The Timekeeper Profitability Report shows billed amounts and overhead for each timekeeper for any range of months in the current fiscal year. Net profits per timekeeper are calculated as percentages of overhead.

Receipt Allocation Report: Track where payments went with the Receipt Allocation Report. Quickly review payment allocation to different attorneys, advances, expenses, sales tax and finance charges.

Task Code Billing Report: A complete list of billed and unbilled task-based billing transactions are available in the Task Code Billing Report.

Task Code Budget Report: Billed and unbilled amounts for expenses and activities are broken down by common tasks such as phone calls, meetings, research, etc. in the Task Code Budget Report.

Category Productivity Report: Billings, rates, write-ups and write-downs are organized by case type in the Category Productivity Report.

Back to top

Reports that give you insight into your employees' productivity

Timekeeper Productivity Report: The Timekeeper Productivity report summarizes hours and amounts billed by specific timekeepers, optionally showing effective billing rates, write-ups and write-downs. Also shows total billable and non-billable hours and amounts for each timekeeper.

Category Report by Timekeeper: See who handles certain case types most efficiently by running the Category Report by Timekeeper. This report shows the hours and amounts for fees billed year-to-date by category for each timekeeper. This report can be printed in a standard report format or in a variety of graphs for easy firm-wide comparison.

Timekeeper Status Report: Get a quick overview of all work-in-process and accounts receivable for which each timekeeper is responsible. The Timekeeper Status Report combines all work-in-process and accounts receivable information for each primary, secondary, or originating timekeeper.

Timekeeper Analysis Report: Print both billed and paid information for timekeepers broken down by month. Billed Hours, Original Hours, Billed Amounts and gross receipts by working timekeeper are available for an individual month or a range of months.

Back to top

Easy to use

The Tabs3 Client Manager gives you a quick look into all of a client's vital statistics and quick access to the tasks you do most. A client's contact information, recent payments, work-in-process, accounts receivable balance and fund account balance are neatly presented on screen. Tabs3 Client Manager also gives you one-click access to the ten tasks you do most often. Customize them so that the reports you run and the forms you fill out every day are only one click away.

Back to top

Security so people only see the information they are supposed to see

Use System Configuration options to restrict the ability of any user to view, enter, edit, or delete information from any client, case, or transaction. Use access profiles to make sure that sensitive information remains secure.

Back to top

SOS, Inc. Free Onsite Consultation

Our staff can provide you with an on-site (in the greater Seattle / Puget Sound Area) or Web-based demonstration.

To schedule a free on-site demo or consultation to discuss any of our products, please contact us at 206-399-6665 or complete our contact form.