Tabs3 Software Features

Provides analytics tools that reveal important case specific performance metrics and track progress.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides a cloud based version of the platform.

Is accessible from a mobile device and by users on the go.

Information, data and reports that are being tracked over time

Provides analytics tools that reveal important case specific performance metrics and track progress.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides a cloud based version of the platform.

Is accessible from a mobile device and by users on the go.

Manages law firm contacts and client information.

Store, manage and track all forms in a centralized location

Ability to record, store, update, and retrieve information

Create, manage and track all task activities and progression

Search and check for conflicts of interest or statutes of limitations

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage, store and organize emails within the system or via third-party apps

Track, store, and access client contracts or licenses

Setting up the amount/charge for per hour of work by a company or professional

Track and manage schedules and meetings via an integrated calendar

Systematic approach to handling legal cases, matters, or projects within a law firm or legal department

Stores and manages case related documents.

Integrates with calendar applications to ensure case dates are always visible.

Automate custom workflows specific to the users' law firm.

Integrate with a third-party accounting system

Plan, manage, and track the financial activities of an individual or organization

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Track, store, and access client contracts or licenses

Patent/Trademark Management

Manage contact details and communication with clients

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Manage, store and organize emails within the system or via third-party apps

Create, design and manage workflows for repetitive tasks

Track and manage schedules and meetings via an integrated calendar

Create, manage and track all task activities and progression

Specify or track the date/time a project, task, etc., is due for completion

Manage and maintain a detailed record of information and updates associated with each court case

Track and manage adherence to policies for any service, product, process, or supplier

Search and check for conflicts of interest or statutes of limitations

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage and maintain a detailed record of information and updates associated with each court case

Stores and manages case related documents.

Integrates with calendar applications to ensure case dates are always visible.

Automate custom workflows specific to the users' law firm.

Specify or track the date/time a project, task, etc., is due for completion

Manage various aspects of appointments including booking, rescheduling, canceling

Tracks billable hours and time spent on specific tasks.

Allows clients to pay bills within the solution, typically via a portal.

Bills clients via email or a client portal.

Track and document all activities across devices, networks, and other systems

Monitor and record expenses such as purchases or charges incurred

Track the list of items required to be billed/invoiced to clients

Track delivered, received, and opened emails

Track the status and progress of tasks

Facilitates document modification with comprehensive change logging

Offers a unified system storing all legal data for easy management and retrieval

Controls access and sharing based on user permissions

Securely archives legal documents in an organized, digital repository

Public or private sharing of digital files such as documents, audio/video, images, and more

Monitor and record expenses such as purchases or charges incurred

Track and document all activities across devices, networks, and other systems

Securely stores data to prevent data loss or breaches

Quick, efficient document location using advanced search mechanisms based on keyword tracking, document naming, and relevance

Ensures consistent, up-to-date information across all devices

Manages multiple document iterations, ensuring accuracy and up-to-dateness

Search for specific words or phrases within a document or database

Streamlines the process of examining legal documents for accuracy and identifies errors, compares content and gives suggestions

Applies legal intelligence to analyze documents, generate insights, identy potential risks, opportunities and solutions. Some tools also provide reporting features

Leverages artificial intelligence for task automation, streamlining workflow and decision support

Use AI to generate content in the form of text, images, videos, etc.

Automated or logic-based workflows that assist in the creation of electronic documents

Enables document access from any device, from anywhere, thereby enhancing flexibility

Assigning tasks, assist with matter management , and distributing work.

Manages the entire contract process, from creation and negotiation to signing.

Provides custom quote creation functionality.

Automates operation related tasks, such as engagement letter.

Contains in-application messaging abilities

Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform

Contains lead tracking and management capabilities.

Contains analysis tools to provide insights on lead recording.

Allows users to conduct analysis on support activities.

Offers customization of the client portal and law firm dashboard.

Contains customer request handling functionality and issue tracking.

Provides analytics tools that reveal important business metrics and track progress.

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Set up connections to third-party platforms to improve business processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Notifications/alerts for upcoming events or tasks

Set up connections to third-party platforms to improve business processes

Works across multiple software systems or databases

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Create, manage, and send invoices or bills to customers

Automated or logic-based workflows that assist in the creation of electronic documents

Alter the layout and content of reports

Digitally sign online documents

Use AI to generate content in the form of text, images, videos, etc.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Manage bookkeeping for client trust accounts

Private online space that lets businesses securely share documents and provide information access to clients

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Import and export data to and from software applications

Define levels of authorization for access to specific files or systems

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Specifically designed to address the needs of law firms and legal departments

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access and track notes regarding case activities and updates within case files

Search for specific words or phrases within a document or database

Data is backed up automatically to prevent data loss

Customize contracts and forms to collect specific information

Track and document all activities across devices, networks, and other systems

Electronically collect payments for goods or services

Predict future data based on historical data sets

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Customize data fields to support various needs and use cases

A collection of customer information such as contact details, demographics, previous interactions, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Store and organize documents in a centralized system

Application programming interface that allows for integration with other systems/databases

Graphical representation of data

Extra layer of security that requires not only a password and username but also something specific to that user

Track interaction history by documenting conversations for contacts

Track revisions and updates made to files and navigate between different versions

Accept and process credit card transactions

Track the status over time for a request, process, asset, or transaction

Pre-designed layouts that can be customized to match preferences and requirements

Monitor and record expenses such as purchases or charges incurred

Track the list of items required to be billed/invoiced to clients

Log and record hours worked and costs spent to assist in billing and invoicing

Accept and process online payment transactions

Send and receive text messages to communicate with clients or prospects in real-time

Track billable hours and/or non-billable expenses for work performed

Access the system via a mobile application

Create, manage, and send invoices or bills to customers

Automated or logic-based workflows that assist in the creation of electronic documents

Alter the layout and content of reports

Digitally sign online documents

Use AI to generate content in the form of text, images, videos, etc.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Manage bookkeeping for client trust accounts

Private online space that lets businesses securely share documents and provide information access to clients

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Import and export data to and from software applications

Define levels of authorization for access to specific files or systems

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Specifically designed to address the needs of law firms and legal departments

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access and track notes regarding case activities and updates within case files

Search for specific words or phrases within a document or database

Timed notification for any upcoming task, deadline, appointment, or activity

Application programming interface that allows for integration with other systems/databases

Pre-designed layouts that can be customized to match preferences and requirements

Uses AI to condense large amounts of text, audio, or video data into a coherent form

Custom forms to streamline repetitious aspects of a document

Search libraries and court databases of opinions and legal decisions related to adjudicated cases and precedents

The use of AI to automate the process of reviewing, identifying and marking changes in contracts

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Customize data fields to support various needs and use cases

Provides a channel for team members to share media files, communicate, and work together

Securely stores data to prevent data loss or breaches

Search and filter data across systems to locate required information by entering keywords or certain criteria

Access software remotely via mobile devices

Create backups and provide methods to recover deleted/lost data

Accept, record, and reconcile financial transactions

Customize contracts and forms to collect specific information

Customize data fields to support various needs and use cases

Create, manage, and send invoices or bills to customers

Search and filter data across systems to locate required information by entering keywords or certain criteria

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Create, manage and track all task activities and progression

Timed notification for any upcoming task, deadline, appointment, or activity

Track and manage schedules and meetings via an integrated calendar

Creation, processing, verification, and execution of invoices till the payment is made

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Electronically collect payments for goods or services

Generate quotes or estimates for customers

Measure and track time including hours worked and paid time off (PTO)

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Application programming interface that allows for integration with other systems/databases

Track the list of items required to be billed/invoiced to clients

Use AI to generate content in the form of text, images, videos, etc.

Receive data and information in real time

Provides a channel for team members to share media files, communicate, and work together

Data is backed up automatically to prevent data loss

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Compare and match accounting/financial records with corresponding bank statements

Track and document all activities across devices, networks, and other systems

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage contact details and communication with clients

Plan, manage, and track the financial activities of an individual or organization

Pre-designed layouts that can be customized to match preferences and requirements

Setup and send recurring or automated bills

Centralized accounting record which tracks all financial transactions

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, design and manage workflows for repetitive tasks

Track and manage the scheduling of tasks

Private online space that lets businesses securely share documents and provide information access to clients

Store, manage, and track all electronic documents in a centralized location

Setting up the amount/charge for per hour of work by a company or professional

Define levels of authorization for access to specific files or systems

Accept and process credit card transactions

Monitor and record expenses such as purchases or charges incurred

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Alter the layout and content of reports

Specifically designed to address the needs of law firms and legal departments

Pre-designed layouts that can be customized to match preferences and requirements

Extra layer of security that requires not only a password and username but also something specific to that user

Customize data fields to support various needs and use cases

Switch documents into read-only mode to prevent concurrent editing by multiple users

Manage contact details and communication with clients

Scan, move or upload electronic files within the software's repository

A record of all activities within the system, including user access, changes made, etc.

Specifically designed to address the needs of law firms and legal departments

Ability to recognize printed or written text within digital images or scanned documents

Alter the layout and content of reports

Manage, organize, and store contact information

Search and filter data across systems to locate required information by entering keywords or certain criteria

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Private online space that lets businesses securely share documents and provide information access to clients

Manage, store and organize emails within the system or via third-party apps

Track and manage adherence to policies for any service, product, process, or supplier

Create, manage and track all task activities and progression

Digitally sign online documents

Assign categories, labels, tags, or attributes to documents for organization, search and storage

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track revisions and updates made to files and navigate between different versions

Custom forms to streamline repetitious aspects of a document

Provides a channel for team members to share media files, communicate, and work together

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Specify or track the date/time a project, task, etc., is due for completion

Create, manage, and send invoices or bills to customers

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Create, design and manage workflows for repetitive tasks

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track, store, and access client contracts or licenses

Timed notification for any upcoming task, deadline, appointment, or activity

Store, manage, and track all electronic documents in a centralized location

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Customize contracts and forms to collect specific information

Set up connections to third-party platforms to improve business processes

Manage, organize, and store contact information

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Create, design and manage workflows for repetitive tasks

A collection of customer information such as contact details, demographics, previous interactions, etc.

Alter the layout and content of reports

Electronically collect payments for goods or services

Pre-designed layouts that can be customized to match preferences and requirements

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Receive data and information in real time

Manage and handle various international currencies

Digitally sign online documents

Manage and track all internal and external communication conducted via calls, email, text, or chat

Centralized accounting record which tracks all financial transactions

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Track and manage adherence to policies for any service, product, process, or supplier

Provides a channel for team members to share AI models, media files, communicate, and work together

Store, manage, and track all electronic documents in a centralized location

Timed notification for any upcoming task, deadline, appointment, or activity

Customize data fields to support various needs and use cases

Access software remotely via mobile devices

Use AI to generate content in the form of text, images, videos, etc.

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

View and track pertinent metrics to find patterns and gain insights from data

Store and organize documents in a centralized system

Define levels of authorization for access to specific files or systems

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Upload, track, and submit receipts in a central database

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Active reporting of data and metrics

Accept, record, and reconcile financial transactions

Create, manage and track all task activities and progression

Compare and match accounting/financial records with corresponding bank statements

Track money owed to a company's creditors/suppliers

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage contact details and communication with clients

Notifications received when important dates and deadlines are coming up

Securely stores data to prevent data loss or breaches

Private online space that lets businesses securely share documents and provide information access to clients

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Accept and process credit card transactions

Specify or track the date/time a project, task, etc., is due for completion

Send messages via SMS

Create, save, and store files

A record of all activities within the system, including user access, changes made, etc.

Generate quotes or estimates for customers

Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed.

Create, manage, and send invoices or bills to customers

Manage adding fixed assets to proposed budgets

Manage, store and organize emails within the system or via third-party apps

Search and filter data across systems to locate required information by entering keywords or certain criteria

Store, manage and track all forms in a centralized location

Track delivered, received, and opened emails

Plan, manage, and track the financial activities of an individual or organization

Generate reports to assess the financial performance of an organization

Accounting functionality within the system, not requiring integration with third-party tools

Access and track notes regarding case activities and updates within case files

Manage and support multiple locations

Specifically designed to address the needs of law firms and legal departments

Search and check for conflicts of interest or statutes of limitations

Manage the process of evaluating documents or requests submitted for approval

Manage bookkeeping for client trust accounts

Monitor and record expenses such as purchases or charges incurred

Create, send, and track purchase orders and their statuses

Integrate with a third-party accounting system

Track the status and progress of tasks

Track outstanding invoices and the money owed from clients

Automated or logic-based workflows that assist in the creation of electronic documents

A tool for automating mathematical calculations

Manage employee salary processes, data, taxes, and records administration efficiently

Measure and track time including hours worked and paid time off (PTO)

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Create budgets based on historical data and future projections

Identify and track situations that legally reduce financial liability

Transmit documents to regulatory authorities over the web

Search for specific words or phrases within a document or database

Integrates with QuickBooks

Log and record hours worked and costs spent to assist in billing and invoicing

Setting up the amount/charge for per hour of work by a company or professional

Ability to record, store, update, and retrieve information

Data is backed up automatically to prevent data loss

Issue payments to third parties via checks

Track the list of items required to be billed/invoiced to clients

Software is specifically designed to address the needs of professionals in the law industry

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Software for Certified Public Accountants to aid clients in achieving financial goals.

Online forms for managing client intake

Reports that show customers their invoices, payments, and balance on the account

Management of a legal case related to insolvency of a business or individual

Make financial calculations for amounts of child or spousal support payable

For legal practices focusing on issues involving family relationships, such as divorce, child custody, adoption, divorce, and more.

Includes legal forms compliant with the different requirements of specific state legislature

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Manage the risk of both financial and reputational loss resulting from nonadherence to current legislation

Setup and send recurring or automated bills

Automate repetitive tasks such as filling out information or creating certain types of forms

Repository of industry-specific forms that can be used as is

Manage and maintain a detailed record of information and updates associated with each court case

Systematic approach to handling legal cases, matters, or projects within a law firm or legal department

Custom forms to streamline repetitious aspects of a document