Paul & Mary Jo Show

This News Broadcast format features our “Best Practices” for implementing and utilizing Tabs3, PracticeMaster, and Worldox. We’ve learned a LOT over the years, and this is our format for taking some of those great ideas and giving them to as many people as we can!

We were having so much fun with our video cameras, we just HAD to go out and buy a green screen to play with. So not only do you get to witness the awesome transformation in video technique and quality, you get to learn neat stuff along the way.

Enjoy!

Billing through Outlook

Lawyers send a LOT of email, and many of them bill for those emails. PracticeMaster has the ability to create fees directly from Outlook, and it can even show you – in Outlook – which emails have had fees created for them. Join Mary Jo as she explains how this works in this month’s episode of The Paul & Mary Jo Show.

 

Using Integrated Accounting with Tabs3

Some firms have Tabs3, but use another program to keep track of their books. Software Technology, the folks that make Tabs3 and PracticeMaster, have a suite of accounting programs that integrate seamlessly with the billing software and pass information back and forth, eliminating the need to enter things twice (or even three times).

With integrated accounting, there is less potential for error, and things go to the right places instantly, so everything is always up to date, and there’s no waiting to get access to financial reports.

Join us in this episode of “The Paul and Mary Jo Show” as Paul and Mary Jo explain and demonstrate this concept.

 

Giving Attorneys Access to Billing Info from PracticeMaster using Tabs3 “Punch Through”

In version 16 of PracticeMaster, we finally got some limited billing information in the new “Matter Manager”. For many, this was just what the doctor ordered, but some attorneys still want more. The folks in the accounting or billing department have other thoughts about letting attorneys into that software – there’s just too much that they can mess up.

We’ve developed a concept called “Tabs3 Punch Through” that provides the attorney with that access to the more detailed billing information in Tabs3, provides that access from the Matter Manager in PracticeMaster, and still protects the Tabs3 data from anything they shouldn’t be doing or seeing.

Join us in this inaugural episode of “The Paul and Mary Jo Show” as Paul and Mary Jo explain and demonstrate this concept.