The Ultimate Guide to Running Tabs3 and PracticeMaster in the Cloud
Running Tabs3 and PracticeMaster in the Cloud
For those familiar with Tabs3, PracticeMaster or both, you know that these are long-standing legal management suite solutions. They combine billing, financial, and practice management functions to help firms streamline their accounting and case management operations. They can be run on a firm’s in-house servers, or hosted by a provider like CosmoLex in the cloud. This allows firms to save on capital expenditures, reduce IT expenses and time spent on maintaining in-house servers, as well as enable users to access the software from anywhere, from any device.
The key to a successful tabs3 cloud migration to the cloud is working with an experienced and reliable provider that can deliver on its promises. This includes training, support and ongoing account management to ensure that your firm gets the most out of the solution. It also means having a plan to handle the physical transfer of data, which can take place over the course of an evening or a weekend so that it doesn’t impede on business continuity.
A Tabs3 in the cloud solution provides many benefits for legal firms of all sizes and types. It is accessible from any device, so lawyers can work from home or the office, even while on the go. This provides a level of flexibility that can increase productivity, and help firms to better meet client expectations and manage costs.
The Ultimate Guide to Running Tabs3 and PracticeMaster in the Cloud
In addition to flexible access from any device, cloud-based Tabs3 offers a host of new features that can improve the efficiency and effectiveness of the system for all users. These include a more streamlined invoice process, including the ability to create PDF versions of bills for clients that can be delivered via email, and which can be customized to include payment due dates, outstanding balances, and other important information. There are also enhanced productivity tools such as a Recap of Hours report, that helps users to find missing time and track employee performance.
Legal professionals can also use the Tabs3 document manager to keep track of all client matter and engagement documentation, including emails, documents, fees, notes and more. And with the PracticeMaster client relationship management feature, law firms can track leads and nurture prospects for the future.
Lastly, the cloud-based Tabs3 solution can be integrated with a variety of third-party applications, such as the CRM and email marketing tools from HubSpot. This enables users to automate tasks, manage calendars and other important information, and provide a more seamless experience for their clients.
Ultimately, the best choice for Tabs3 users is to migrate to CosmoLex, a fully-featured cloud-based law firm management suite that includes billing, financials, practice management and accounting, as well as a full-featured Client Relationship Management (CRM) tool. This solution is secure, compliant and available in several scalable options to meet the needs of any firm size. The platform is hosted by a leading cloud provider, ensuring that all aspects of the suite are always available, with no need to maintain in-house servers or worry about IT expenses.