Tabs3 Reviews

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.

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.

This software is very comprehensive. We use the billing, trust accounting, accounts payable and general ledger modules of this software. They are very good about updating the software on a regular basis and listen to the users comments and requests for upgrades. I like that it integrates well with all of the modules of software. The trust accounting module is excellent and makes it really easy to comply with the bar associations regulations on lawyers' trust accounts. It prints a three way reconciliation that balances not only with the bank statement, but with the trust accounts as well.

In some ways, this software is so comprehensive and has so many features that it can be hard to understand all of the capabilities of the software or to find certain features. But if you think it can do something, it probably can. The Software Technology technical support people are incredible. They will stay on the phone with you for as long as it takes to learn a feature or figure out how to do something.

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

When it works it works well. But crases all the time

System crashes and they seem to be more concerned about upselling to the better system. Why would anyone spend more for the better system with a company that can't get the basic system to work

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

Report Writer: Unless you have a computer programmer on staff or know someone who is intimately familiar with Report Writer, Report Writer is not worth the trouble because you'll never figure it out. Quirky things that cause problems: A. You can't give discounts on bills unless your current fees billed supports that amount of discount. Discounts are given on an overall basis, not just on the current fees billed. B. AP module leaves you hanging in TABS3 cost entry; it doesn't cycle back to AP so you can write more checks. C. Refunds where no money is involved can go over to GL as if money was involved - need to be on your toes to delete that immediately.

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

We use Tabs 3 billing, Accounts Payable, Trust Accounting and General Ledger programs. The ease of integration is such a time saver. The credit card payment option is so seamless and user friendly.

The cost. We have been using this software since 1992. I don't like the fact that when a new enhancement comes out, i.e. when PracticeMaster was introduced, and now Platinum, you basically have to buy whole new software rather than a nominal upgrade fee--especially when we have been paying the annual maintenance fee on all separate programs. We have no use for PracticeMaster, yet it is necessary to integrate with our Worldox file management software.

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

The robust billing features in Tabs3 are second to none. Tabs3 allows you to pro-actively set up every client matter in accord with its unique requirements. The feature offering is so rich that it starts you thinking of scenarios you had not considered. A little difficult to penetrate at the start but the customer services by phone is exceptional and a refreshing retro to the plethora of chat models that do not hold a candle to phone support that picks up quickly and solves every issue you throw at them. But soon you know the program so well, you're calling support only infrequently..

Some features can feel a little clunky. But not a big issue.

George, Thank you for taking the time out of your day to leave us such a kind review! We appreciate your questions when you do give us a call. Thanks again! - Emily L., Software Trainer

Its robust billing system. Technical support is always great (+10 points for them).

There are a lot of annoying features that make it not very user friendly at times such as: Reminder for Backups and especially the Tabs3 verification Lists. those are the two main things I dislike about the software. But PLEASE PLEASE PLEASE prioritize removing the verification lists popup from Tabs3. I provided some further feedback about other requested features in a prior survey, and i have emailed them to the wishlist email. A follow up would be nice, or something just letting the client know hey we're actually taking a look at this, although we don't know if and when it is getting rolled out, or a hey this a great idea! our engineers are taking a look at it to try to implement soon.... Rather than an automated message.

Peter, Thank you for taking the time to leave a review! There are some notifications for verification lists that can be turned off in the software--please reach out to Support for help on getting those removed! I will make sure your request for the others is forwarded. Thanks again! - Emily L., Software Trainer

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). However, what is really the icing on the cake is that you can keep it as simple as you want, making it easy to begin using on Day 1.

The deeper you go into customization, the more difficult it gets to 'program' it, so to speak. That said, they have knowledge base articles for nearly everything it seems, all of which do a good job walking you through what you want to do. And when that doesn't work, customer support has always been extremely helpful, prompt, and easy to work with.

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

Stability of the product. Very rarely crashes.

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

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

It does seem to have lots of features and capabilities. However, many of them are not easily found, or require too many steps to be efficient.

It is not at all intuitive. Instead of one platform/dashboard (as in a program like CosmoLex), there are multiple programs for different functions. Sometimes, to complete a single transaction you have to use two or even three of the programs. It's nearly impossible to find a comprehensive client report with a top-down view of the client's status. There seem to be lots of unnecessary steps added to very basic requests. The whole program has an outdated, unaesthetic appearance.

Thank you for taking the time to leave a review! We've been working hard on adding features and streamlining the workflow between different programs over the last year or so. I'd definitely suggest taking a look at the new Tabs3 Matter Manager in Version 2020 for a comprehensive look at what's happened recently on a matter! Version 2020 has also added dashboards to all the modules for keeping up to date with what you need to do at a glance. Thank you again for taking the time to leave a review--we hear you, and we hope that we can make Tabs3 a product you'd be happy to recommend. - Emily L., Software Trainer

Integration with Outlook for entries of fees, expenses, calendaring ,etc.

Somewhat uncomfortable with use for flat fees

Richard, Thank you for taking the time out of your day to leave a review! We appreciate the feedback. If you'd like to reach out with suggestions on how you'd like to see flat fees implemented, we'd be happy to hear your suggestions! Thanks again! - Emily L., Software Trainer

It is feature rich (can do everything I ask it to do) and is easy to use.

Very little not to like. Even the price is surprisingly OK. They don't want to be the most expensive - just the best.

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

The software is rock-solid. It is comprehensive and integrates all areas of the law practice. The company (STI) is meticulous in producing bug-free software, and they are immediately responsive to all support questions. The user interface is intuitive and the work-flow is easy. The process to email bills has reduced my billing time from 2 days to 1 hour. Too many great features to list them all. I give this software my highest recommendation.

One minor option I'd like to see is the ability to change WIP transactions for costs as well as for fees.

Nancy, Thanks for taking the time to leave a review! We appreciate it, and your years of experience! As always, let us know if there's anything we can do to help! - Emily L., Software Trainer

User friendly and quick. Whenever I need expert advice I am on hold less than 2 minutes unlike a previous billing software company that would make me wait on hold for 45 minutes

Nothing to be improved to assist my law practice

So user friendly! Like that all modules are connected. It saves so much time - enter once and it's linked to other modules/reports. Reports can be set up for our specific needs.

That if a final statement is undone for corrections you cannot use the same statement number when printed again.

Maria, Thanks for taking the time to leave a review! We appreciate it very much. When you have a moment, please call Technical Support--there is a process to be able to reuse a statement number after undoing it, they can give you the instructions to do so! Thanks again! - Emily L., Software Trainer

Ease of use. Excellent support. Very Fast database program.

Nothing to not like about this program. I think that it is a great value.

Louis, Thank you for taking the time to leave a review! We appreciate your feedback. If you do think of something you'd like to discuss, Support is always here to listen! - Emily L., Software Trainer

User friendly, good prompt support always available.

Report customization is quite technical, although support are usually available to assist.

Caroline, Thank you very much for taking the time to leave a review! We appreciate your feedback. If you think of a way we can make things easier for you, please let us know! - Emily L., Software Trainer

I like the seamless integration and the cost.

The learning curve was much greater than expected. We had a week of onsite training after installation, and it was nowhere near enough. We ultimately had a weekly, sometimes daily, telephone conference with Tabs3 support and after four months of that, we finally had a good grasp on the terminology to be able to function within the program and make it work for us.

Angela, Thank you very much for taking the time to leave a review! We appreciate all the input we've gotten from you and Shana over the last couple of years. - Emily L., Software Trainer

Cross links between Tabs, Pm and Trust Accounting. Ease of use and understanding.

There is nothing I can think of at the moment.

Christina, Thank you so much for taking the time to leave such kind words! We appreciate you and your feedback. Have a great day! - Emily L., Software Trainer

This software really is a truly full-featured piece of software that allows users to do pretty much everything they need to do in practice.

Far too complex to be truly useful in a real-life setting. The learning curve for this software is weeks rather than hours, as it is for other legal billing software. With all the available settings and the complex way this software handles adding clients, matters, timekeepers and billing rates, it typically takes new users at least a week to gain even rudimentary skills to use the software--this is impractical is a real-world legal environment--employees need to be up to speed with billing capabilities within a few hours of beginning work, not a few weeks.

Thank you for taking the time to leave a review! For learning resources, there is a full library of training videos for Tabs3 at our website, viewable here: https://www.tabs3.com/trainingvideo/v19/t3video.html For firms on maintenance, Support is also available to answer any questions you or your users have from 8-5 Central time, Monday through Friday. Thank you again! - Emily L., Sr. Technical Support Representative

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

I do not like the way Contacts integrates with the Client input. We have multiple matters under the same client each with a different billing person/address and sometimes this poses a problem.

Time entry is great.

Reports and export of information

It is very user friendly and most always the information you need is quickly accessed, if not right at your fingertips.

I prefer the ease of the classic view, but all the features in the standard view - can't have them both.

Christine, Thank you for taking the time to leave a review, we really appreciate it! I hope you're enjoying the new Tabs3 Matter Manager and Statement Manager! If there's anything we can do to help you, please let us know. Thanks again! - Emily L., Software Trainer

Tabs is very user friendly and their customer support is accessible and knowledgeable. The newest version recently saved me from a big job with a new function "reorder fees". This function came just in time.

We have the version that only allows 9 timekeepers. We only need a few more but the cost is prohibitive to upgrade for a small firm like ours.

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

Everything! Both prior firms I was with used this software and I chose not to learn it. Once out on my own, it was a very user friendly and intuitive product.

When I create my own problem within the program! Good news is awesome technical support team always rescues me!

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