List of Tabs3 Financials Customers

Tabs3

1621 Cushman Dr,
Lincoln, 68512, NE,
United States

https://www.tabs3.com/

1 402-423-1440

Professional Services

$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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Customer	Industry	Empl.	Revenue	Country	Vendor	Application	Category	When	SI	Insight Source
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.
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.
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.
	Professional Services	80	$10M	United States	Tabs3	Tabs3 Financials	Legal Practice Management	2020	n/a
	Professional Services	40	$4M	United States	Tabs3	Tabs3 Financials	Legal Practice Management	2017	n/a
	Professional Services	30	$4M	United States	Tabs3	Tabs3 Financials	Legal Practice Management	2015	n/a
	Professional Services	25	$3M	United States	Tabs3	Tabs3 Financials	Legal Practice Management	2020	n/a
	Professional Services	100	$25M	United States	Tabs3	Tabs3 Financials	Legal Practice Management	2017	n/a
	Professional Services	10	$1M	United States	Tabs3	Tabs3 Financials	Legal Practice Management	2017	n/a
	Professional Services	10	$1M	United States	Tabs3	Tabs3 Financials	Legal Practice Management	2014	n/a

Showing 1 to 10 of 11 entries

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