Tabs3 Features

Tabs3

Law practice management suite for law firms

4.66/5 (144 reviews)

Tabs3 Feature Summary

  • Account Payable
  • CRM
  • Client Entries
  • Compensation Rules
  • Conflict of Interest Searches
  • Custom Rates
  • Document Assembly
  • Document Manager
  • Matters Management
  • Trust Accounting
  • User Profiles

Competitor Feature Comparison

API
Account Reconciliation
Accounting Integration
Accounting Management
Activity Dashboard
Authentication
Automated Billing
Automatic Backup
Automatic Notifications
Bank Reconciliation
Billable Hours Tracking
Billing & Invoicing
Billing Rate Management
Calendar Management
Calendar Sync with Google
Case Management
Cash Management
Check Printing
Client Management
Client Portal
Customizable Reporting
Desktop Notifications
Document Automation
Document Generation
Document Management
Document Storage
Email Integration
File Management
General Ledger
Invoice Management
Invoice Processing
Microsoft Outlook Integration
Permission Management
Project Workflow
Reminders
Search Functionality
Secure Data Storage
Secure Login
Summary Reports
Time & Expense Tracking
Timeline Management
Two-Factor Authentication
Vendor Management
Workflow Management
Learn moreCompare App
API
Account Reconciliation
Accounting Integration
Accounting Management
Activity Dashboard
Authentication
Automated Billing
Automatic Backup
Automatic Notifications
Bank Reconciliation
Billable Hours Tracking
Billing & Invoicing
Billing Rate Management
Calendar Management
Calendar Sync with Google
Case Management
Cash Management
Check Printing
Client Management
Client Portal
Customizable Reporting
Desktop Notifications
Document Automation
Document Generation
Document Management
Document Storage
Email Integration
File Management
General Ledger
Invoice Management
Invoice Processing
Microsoft Outlook Integration
Permission Management
Project Workflow
Reminders
Search Functionality
Secure Data Storage
Secure Login
Summary Reports
Time & Expense Tracking
Timeline Management
Two-Factor Authentication
Vendor Management
Workflow Management
Visit WebsiteCompare App
API
Account Reconciliation
Accounting Integration
Accounting Management
Activity Dashboard
Authentication
Automated Billing
Automatic Backup
Automatic Notifications
Bank Reconciliation
Billable Hours Tracking
Billing & Invoicing
Billing Rate Management
Calendar Management
Calendar Sync with Google
Case Management
Cash Management
Check Printing
Client Management
Client Portal
Customizable Reporting
Desktop Notifications
Document Automation
Document Generation
Document Management
Document Storage
Email Integration
File Management
General Ledger
Invoice Management
Invoice Processing
Microsoft Outlook Integration
Permission Management
Project Workflow
Reminders
Search Functionality
Secure Data Storage
Secure Login
Summary Reports
Time & Expense Tracking
Timeline Management
Two-Factor Authentication
Vendor Management
Workflow Management
Visit WebsiteCompare App

Tabs3 Feature Reviews

25 reviewers had the following to say about Tabs3's features:

MERLE EHLERS

we use all modules and have been extremely satisfied

2016-04-18

We have replaced a third party file management system with the document manager feature and have saved money as well as now having a fully integrated solution for our documents.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Julie Payne

I highly recommend Practice Master and Tabs3

2019-07-01

Pros

Practice Master and Tabs3 provide easy to use case management, conflict check, management of client funds and billing, and capture of billable time.

Cons

I began my law practice without a high level of computer/technological skills. Practice Master and Tabs3 has considerably more capabilities than I am able to utilize with my limited tech skills. The tech support necessary for me to learn to utilize the other components costs more than I want to pay.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Tabs3 Software


Julie, Thank you very much for taking the time to leave a review! We appreciate your input very much! There is a library of training videos out on our website that may be helpful for learning more of the product. - Emily L., Software Trainer

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Tanya Bainter

Wonderful Billing and Practice Management Software

2020-02-18

Overall, I would highly recommend Tabs3 billing and PracticeMaster to streamline management of your client information and billing.

Pros

I have used Tabs3 billing software for years and absolutely love it!

Cons

I also do not care for the flat fee billing options; there is not enough flexibility.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Tabs3 Software


Tanya, Thank you for taking the time out of your day to leave a review! We appreciate your feedback. We're working on a lot of new features for Version 2020 and beyond that we think you'll like. Thank you again! - Emily L., Software Trainer

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Louise Robbins

The Best

2019-07-09

Tab3 Software answers all the needs of our firm. Their support group is top notch and you RARELY wait long for a technician. All of their techs are extremely knowledgeable and take the time to listen to your issue.

Pros

The integration is seamless and the Financial reports are the best; Trust accounting is perfect and will keep your State Bar very happy with the level of detail.

Cons

It seems many of the modifications are more driver to the Practice Management integration side.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Tabs3 Software


Louise, Thank you very much for taking the time to leave a review! We appreciate your input and hope you'll be excited by the changes coming in our next version! - Emily L., Software Trainer

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Phyllis Kloeppel-Gurule

Tabs3 and PracticeMaster

2019-07-31

The ease and accuracy streamline the case management and cash-flow process.

Pros

This software is easy to use and, most importantly, reliable!

Cons

Can't think of any "Cons" about this software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Tabs3 Software


Phyllis, Thank you very much for taking the time out of your busy day to leave a review! We appreciate your feedback. Please let us know if there's anything we can do to help you! - Emily L., Software Trainer

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Lynn Davidson

TABS REVIEW LMD RMW 2-2-17

2017-02-02

it prints the 1099 report and forms, but then I need to manually generate the 1096 to the IRS.

Pros

integration with modules

Cons

doesn't print the 1096 form ; every accounts payable entry interfaces with TABS 3 - and not every AP invoice needs to be interfaced with a client invoice - why isn't here a way to by-pass this?

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Tabs3

nope...those are my three biggies

Source: Capterra
Helpful?   Yes   No
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cheryl mallis

Good program for small practices

2018-01-10

Pros

it is very easy to use and has a portion of a management program associated with it that is included for free.

Cons

I print the bill each month so that I have the record handy.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Dan Rockhold

The best software suite for Law Firms

2019-07-02

With all of their products integrated, as well as integration with third party products, it has reduced errors by reducing the number of points of data entry, particularly when one otherwise would have to enter data into multiple points.

Pros

The best part of this software is how in depth you can go to customize it, particularly PracticeMaster (the law practice management piece of software).

Cons

And when that doesn't work, customer support has always been extremely helpful, prompt, and easy to work with.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Tabs3 Software


Dan, Thank you very much for taking the time to leave a review! We appreciate your input very much! - Emily L., Software Trainer

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Luann Meyer

Multi-functional software

2019-07-16

The integration features of the billing, accounts payable, general ledger and trust accounting are wonderful and such a time saver.

Pros

We use Tabs 3 billing, Accounts Payable, Trust Accounting and General Ledger programs.

Cons

We have no use for PracticeMaster, yet it is necessary to integrate with our Worldox file management software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Tabs3 Software


Luann, Thank you very much for taking the time to leave a review! We appreciate it very much! - Emily L., Software Trainer

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Nicole Simmons

Easy to use

2018-07-24

Timekeeping reports and billing statements

Pros

It streamlines billing and conflict checks.

Cons

To many steps to set up a new client, there are close to 9 tabs that need to be viewed in order to to generate a new file.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Software Technology


Nicole, thank you for taking the time to submit a review! Please keep in mind that we're always happy to take your suggestions for improvement. You can reach out to Support by phone or send an email to wishlist@tabs3.com with suggestions. Thank you again! - Emily L., Sr. Technical Support Rep

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Martha Ackerman

Love STI Products

2019-07-02

Having TABS3 Software and its integrated software modules make billing, case management, accounts payable, GL and trust accounting a breeze.

Pros

All STI products are integrated. They are user-friendly.

Cons

You can't give discounts on bills unless your current fees billed supports that amount of discount.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Tabs3 Software


Martha, Thank you very much for taking the time to leave a review! We appreciate your input very much! We have made some changes to credits in version 19 that may help with your discounts and streamlining entry in AP--please reach out to Technical Support if you're interested in more information! - Emily L., Software Trainer

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M Louise Robbins

All Around Great Software Package!

2017-01-27

The Billing seamlessly interfaces with their General Ledger, Accounts Payable, Trust Accounting and Practice Master (Case Management).

Pros

The seamless integration, along with ease of use.

Cons

When I find something - I'll share but I have no "Cons."

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Tabs3

You'll be happy you found Tabs3 and even happier you are using it!

Source: Capterra
Helpful?   Yes   No
Read more
Katrina Anderson

Great Billing and Financial Software

2017-02-02

We use billing, AP, GLS, Trust Accounting and Task Billing. Their support is wonderful.

Pros

Ease of use.

Cons

I would like the ability to archive vendors in APS.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Caren Schwartz

Improve your billing process

2016-11-16

For law firms looking for a comprehensive billing solution, Tabs3 is an excellent choice.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Shari Sullivan

Great billing program!

2016-11-03

My only suggestion would be as to setting up client numbers for the same client - it wants to automatically put in the address or link all of the files which sometimes just doesn't work for me.

Pros

The ease of it all -- entering time (which works with Amicus), billing, reports, etc.

Cons

The only thing that I don't love about Tabs3 is the feature under new clients. We have a client and we do a lot of different things for them.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Tabs3

You need this software!

Source: Capterra
Helpful?   Yes   No
Read more
Brian Seastrom

They require you to buy a huge suite of unnecessary software in order to use cloud based billing

2017-09-19

Pros

The billing system works well.

Cons

We are having leave because we cannot use the cloud billing without having to also buy a bunch of pork that we just don't want or need.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more
Maria Alonso

Tabs 3 has helped significantly.

2017-02-02

The reports feature is great once you figure out what kind of report you want, and the parameters vary, so that's good too.

Pros

Reports, A/R reports, collections reports

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sandi Coker

Working with TABS is Easy

2017-02-21

The software is very easy to use and has a lot of flexibility.

Pros

The flexibility in billing. Each of our attorneys like their statements a little different, and TABS is able to accommodate everyone.

Cons

We have multiple matters under the same client each with a different billing person/address and sometimes this poses a problem.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Tabs3

Overall the product is easy to use and does what we need it to do.

Source: Capterra
Helpful?   Yes   No
Read more
Don Grady

Tabs3 is GREAT

2016-10-07

I get my billing done in a snap.

Pros

Speed and easy of use. REPORTS are wonderful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Tabs3

Get It. Use It. Love It!

Source: Capterra
Helpful?   Yes   No
Read more
Rafat Shaikh

Easy to set-up and use legal document management

2019-10-31

Assigning and tracking tasks was much-simpler, especially when handling remotely located associates across the country.

Pros

It was quick deployment with the firm of more than 100 associates, putting all tasks under full transparency.

Cons

There were concerns about the recovery of documents or data after accidental deletion.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Patty Parsons

Class Action Law Firm

2019-07-19

I really like the software because I can pull time and expenses quickly. I had another firm ask how come I can quickly get the information needed out of my system. I recommended this software to them and sent them your information.

Pros

It captures cost and fees in one easy to use program

Cons

Being a class action firm we do not bill clients for fees and cost.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Tabs3 Software


Patty, thank you very much for taking the time to leave a review, and for recommending us! We appreciate your input, and I'll forward your request for populating client information into APS to our product development team! - Emily L., Software Trainer

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Anonymous
A verified reviewer

Unethical business practices. Maintenance is a not good. Poor treatment of customers.

2018-03-22

Pros

I use Tabs3 for billing and for keeping track of my client trust account.

Cons

They had very bad service when it comes to maintenance. The software is not very user-friendly, first of all, so you're likely going to need technical and/or customer support. I've been using it for nearly 10 years, and this is how they treated me: I paid the same price for maintenance for the first three years, and everything was fine. Then they decided it was time to start gouging me. Every year, the price went up. The service I received was exactly the same, but they decided to charge me more and more for it with each passing year. I asked them to please lock me in at a rate, and that I was willing to sign up for a long-term commitment, but they refused, insisting that I pay more with each passing year. Over a 3-year period, the price went up by nearly 100%. Eventually, I terminated my maintenance plan to keep my office costs down. After a year off, I decided to pay for another year of maintenance, hoping to start at a fresh, low rate. But the opposite happened-- they not only quoted me an even higher rate than before, but THEY TOLD ME I WOULD HAVE TO PAY FOR THE PREVIOUS YEAR (the year in which I received no maintenance services) in order to get them to agree to provide me with maintenance again. WOW. Money for nothing. That's not just sleazy, it's unethical.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
George Hand

Review of Tabs3 Suite

2019-08-30

The reports that can be run keep you on top of all your deadlines and cases.

Pros

Stability of the product. Very rarely crashes.

Cons

Difficulty in setting up workflows. Need help to set up reports

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Tabs3 Software


George, Thank you for taking the time to leave a review! We appreciate hearing your feedback. If there's anything we can do to help, please let us know! - Emily L., Software Trainer

Read more
Clarissa Andersen

The best for your legal staff

2017-02-02

I have been using TABS3 Billing for over 15 years, I used many versions of this software, accompanied them growing and adding features over the years.

Pros

Ease of use, functionality, great customer service

Cons

Could use a few more customized reports

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Tabs3

no

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Law Practice company, 11-50 employees)

Easy to use billing software

2018-04-24

Pros

In addition to billing, it keeps track of everything in our system, so it is easy to run conflict checks as well as keep inventory of clients and their adverse parties.

Cons

Although this software is quick, it is hard to use unless you receive proper training on how to use it. When entering time, you have to be super careful with what you input because it has the potential to lose information quickly and it's sometimes challenging to recover.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No
Read more