List of Tabs3 Financials Customers
Tabs3
1621 Cushman Dr,
Lincoln, 68512, NE,
United States
Lincoln, 68512, NE,
United States
1 402-423-1440
Professional Services
80
$10M
Since 2010, our global team of researchers has been studying Tabs3 Financials customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Tabs3 Financials for Legal Practice Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Tabs3 Financials for Legal Practice Management include: Mc Ginnis, Lochridge, Kilgore, a United States based Professional Services organisation with 100 employees and revenues of $25.0 million, Waldon Adelman Castilla Hiestand & Prout, a United States based Professional Services organisation with 100 employees and revenues of $18.0 million, Forsberg & Umlauf, a United States based Professional Services organisation with 80 employees and revenues of $10.0 million, Edell Shapiro & Finnan, a United States based Professional Services organisation with 55 employees and revenues of $5.0 million, Foster Graham Milstein & Calisher, LLP, a United States based Professional Services organisation with 40 employees and revenues of $4.0 million and many others.
Contact us if you need a completed and verified list of companies using Tabs3 Financials, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Tabs3 Financials customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Arciero McMillan & Burgess | Professional Services | 10 | $1M | United States | Tabs3 | Tabs3 Financials | Legal Practice Management | 2019 | n/a |
In 2019 Arciero McMillan & Burgess implemented Tabs3 Financials as its Legal Practice Management application, initiating an in-house configuration and billing ownership model led by the firm Office Manager in New Windsor, New York. The deployment focused on core financial and billing functions appropriate for a small professional services firm, with the Office Manager responsible for system administration, staff training, and day to day billing operations from March 2019 through August 2021.
Tabs3 Financials was configured to support matter based billing and the end to end billing lifecycle, including invoice generation, payment posting, trust and escrow account tracking, client disbursement logging, and management reporting. The implementation included electronic invoice processing workflows and case file data management tied to the firm case management environment, with configuration aligned to standard Legal Practice Management functional terminology such as time capture, invoice batching, payment reconciliation, and matter accounting.
Integration work explicitly encompassed e billing connectivity to external review and payment platforms, including Legal Tracker, Counsellink, Tymetrix360, Counsel Go, Datalytics, and Resolvestar, and operationalized electronic invoice submission via carrier specific web portals. The firm also maintained e filing operations through the New York State Electronic Filing system NYSCEF and coordinated Tabs3 Financials data flows with PracticeMaster for electronic data management of legal files and report generation.
Governance and operational rollout emphasized practitioner and support staff training, establishment of firm filing protocols, and centralized billing ownership by the Office Manager. Ongoing operational responsibilities documented during the engagement included monitoring vendor reimbursements, managing the firm escrow account for private pay clients, replenishing office inventory, and training attorneys and support staff in Tabs3 Financials usage and related office systems.
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Casten and Pearce | Professional Services | 20 | $2M | United States | Tabs3 | Tabs3 Financials | Legal Practice Management | 2019 | n/a |
In 2019, Casten and Pearce implemented Tabs3 Financials as the firm financial application supporting its Legal Practice Management operations. The implementation centered on firm billing workflows for the Shreveport, LA office, where a Billing Coordinator and receptionist executed client intake, insurance claim billing for State Farm, and day to day mail and administrative tasks.
Tabs3 Financials served as the financial engine for time capture and invoice production, and was used in conjunction with Legal Exchange and Task Bill to perform insurer billing and task-based bill generation. Scheduling and appointment coordination continued through Outlook, while billing governance centered on coordinated interactions between the billing coordinator and multiple insurance companies, and operational coverage remained within the small firm practice billing and reception functions.
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Edell Shapiro & Finnan | Professional Services | 55 | $5M | United States | Tabs3 | Tabs3 Financials | Legal Practice Management | 2014 | n/a |
In 2014, Edell Shapiro & Finnan implemented Tabs3 Financials to address Legal Practice Management needs across the firm. The deployment focused on Time & Billing and matter-level financial records for a 55-person professional services firm, positioning Tabs3 Financials as the core application for case billing and client ledger maintenance.
Tabs3 Financials was configured to support Time & Billing operations, client and matter record administration, invoice generation, and case-level billing workflows that accounted for pending, granted, and abandoned matters. Administrative staff performed systematic data entry of transferred cases into the docketing system while entering corresponding financial and time records into Tabs3 Financials, aligning matter identifiers and billing codes to preserve continuity of client files.
Operational coverage included docketing managers, billing clerks, and records personnel, with Tabs3 Financials used alongside physical file room workflows and a maintained storage list of files. Governance emphasized role-based data entry responsibilities and handoff procedures between docketing and billing teams, enabling coordinated intake, ongoing time capture, and management of billing queues for new and transferred cases.
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Forsberg & Umlauf | Professional Services | 80 | $10M | United States | Tabs3 | Tabs3 Financials | Legal Practice Management | 2020 | n/a |
In 2020, Forsberg & Umlauf implemented Tabs3 Financials as the firm level financial application to support billing and accounts receivable. Tabs3 Financials, within the Legal Practice Management category, serves as the central platform for prebill generation, review, and bill submission used by the Seattle billing team.
The implementation configured prebill workflows and editing capabilities that mirror the firm level billing process. Functional capabilities implemented include prebill generation, manual and assisted prebill editing, invoice update and submission workflows, accounts receivable tracking, and dispute analysis tied to matters and clients.
Tabs3 Financials is used alongside multiple external e billing platforms, with billing assistants and the billing coordinator supporting submissions to T360, Serengeti Legal Tracker, Legal Exchange, Counsel Link and by email. Operational coverage focuses on the billing team in Seattle, with clear bill tracking and note capture throughout the month to ensure all bills are submitted by the end of month.
Governance was formalized around prebill review and month end billing closure, with structured notes and issue resolution tracking to maintain submission schedules. The deployment emphasizes matter level billing governance, coordinated handoffs between billing assistant and billing coordinator, and structured dispute analysis to improve payment capture processes.
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Foster Graham Milstein & Calisher, LLP | Professional Services | 40 | $4M | United States | Tabs3 | Tabs3 Financials | Legal Practice Management | 2017 | n/a |
In 2017, Foster Graham Milstein & Calisher, LLP implemented Tabs3 Financials as part of its Legal Practice Management tooling. The deployment was concentrated in the Denver, CO office and served the firmlevel accounting and client billing functions for a 40 person professional services firm.
Tabs3 Financials was configured to support core accounting workflows, with explicit use of Accounts Payable and Accounts Receivable capabilities. Day to day activities documented include entering checks into a bank positive pay workflow, issuing payments by check and by credit card, recording incoming accounts receivable checks, remote deposit capture of client payments, 1099 processing, and quarterly use tax filings, which indicates configuration of cash application, supplier payment, and compliance accounting routines within the Tabs3 Financials environment.
Operational integrations described in source activity point to direct interactions with banking services, specifically bank positive pay validation and remote deposit processes, and phone based credit card payment capture, reflecting practical bank and payments touchpoints rather than named third party software integrations. The system is used by the accounting clerk role to deliver accounts payable, accounts receivable, tax filing, and customer service related accounting tasks across the firm.
Foster Graham Milstein & Calisher, LLP uses Tabs3 Financials in the Legal Practice Management category to centralize accounting and client billing operations, embedding compliance routines such as 1099 processing and use tax filings into regular finance workflows. This positions Tabs3 Financials as the firm level financial application supporting accounting and client billing business functions.
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Professional Services | 30 | $4M | United States | Tabs3 | Tabs3 Financials | Legal Practice Management | 2015 | n/a |
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Professional Services | 25 | $3M | United States | Tabs3 | Tabs3 Financials | Legal Practice Management | 2020 | n/a |
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Professional Services | 100 | $25M | United States | Tabs3 | Tabs3 Financials | Legal Practice Management | 2017 | n/a |
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Professional Services | 10 | $1M | United States | Tabs3 | Tabs3 Financials | Legal Practice Management | 2017 | n/a |
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Professional Services | 10 | $1M | United States | Tabs3 | Tabs3 Financials | Legal Practice Management | 2014 | n/a |
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Buyer Intent: Companies Evaluating Tabs3 Financials
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Tabs3 Financials Coverage
Tabs3 Financials is a Legal Practice Management solution from Tabs3.
Companies worldwide use Tabs3 Financials, from small firms to large enterprises across 21+ industries.
Organizations such as Mc Ginnis, Lochridge, Kilgore, Waldon Adelman Castilla Hiestand & Prout, Forsberg & Umlauf, Edell Shapiro & Finnan and Foster Graham Milstein & Calisher, LLP are recorded users of
Tabs3 Financials for Legal Practice Management.
Companies using Tabs3 Financials are most concentrated in Professional Services, with adoption spanning over 21 industries.
Companies using Tabs3 Financials are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Tabs3 Financials across Americas, EMEA, and APAC.
Companies using Tabs3 Financials range from small businesses with 0-100 employees - 100%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of Tabs3 Financials include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Tabs3 Financials customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Legal Practice Management.