I advise from start to finish and everywhere in between
- "My billing is a chore every month. There must be an easier way. Can you take a look at our process and advise how to improve it?"
- "We need a new billing system. What is the best for our needs?"
- "My practice is disorganized. How can I get it under control?"
Make your business more successful
- If your billing system makes it a chore to get your bills out every month, we can analyze your software, define your needs, analyze the work flow process and make specific recommendations to help smooth the process. The goal is to get the most from your existing software and put into place the policies and procedures to support it. You will have a written report to use as the framework for success.
- Once those policies and procedures are in place, we will make sure they are working. That may mean occasional revisits to the firm to see what reality is and again reccomend any changes or enhancements to fine tune the process.
- If you are not getting the financial information you need to run your firm successfully, we can work with your existing software to determine if it is capable of providing the information you need. If it cannot, we can easily put software in that can. Tabs3 is the best software for the Law Office. Period.
- Our Practice Management Software, PracticeMaster, allows you to organize your matters and manage your documents, your emails, your calendar, add notes to the file, and track all activity on a matter. Full integration with Outlook and billing provides you with single entry record creation.