Tabs3 vs PerfectLaw

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Our analysts compared Tabs3 vs PerfectLaw based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

PerfectLaw Software Tool

Product Basics

Tabs3 is an integrated suite of solutions designed for law firms to streamline their entire matter lifecycle. Practices can opt and pay for only the modules they need, which include billing, practice management, general ledger, accounts payable and trust accounting. It requires minimal implementation and can be deployed either in the cloud or on-premises. It has an array of ways to review important metrics, track billable hours, send bills and get paid faster.

In addition to modifying account structures with ease, users can stay on top of their cash flows by tracking and resolving invoices, bank statements, deposits and payments. It improves firm-wide monitoring with dashboards to visualize historical data and flexible reporting on productivity, profitability, billing and other aspects. Users can access it on the go from any device and use numerous integrations to enrich it.
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PerfectLaw is a comprehensive software solution designed to streamline legal management tasks, including case management, document management, and billing. It is particularly well-suited for law firms and legal departments seeking to enhance efficiency and organization. The software's robust features include time tracking, workflow automation, and client communication tools, which collectively improve productivity and client service. PerfectLaw stands out for its integrated approach, offering a single platform that eliminates the need for multiple disparate systems. Users appreciate its intuitive interface and the seamless integration of various legal management functions. This integration reduces administrative overhead and minimizes the risk of errors. While specific pricing details are not readily available, potential users are encouraged to contact SelectHub for a tailored pricing quote based on their unique requirements. PerfectLaw's pricing typically varies depending on the number of users and the specific features needed, with options for monthly or annual payment plans.
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Product Insights

  • Expedited Billing: Boost cash flow with multiple payment modes, mobile payment options, and customizable statements and payment plans.  
  • Streamlined Data Management: Quickly find legal matters, records and case information with electronic data organization and easy-to-use search tools. 
  • Sync With Court Rules: Seamlessly sync the legal calendar to Federal and State-based jurisdictional rules with affiliations to ALA and ABA. 
  • All-in-One Connectivity: Stay connected regardless of the mode of deployment using a mobile app. 
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  • Increased Efficiency: Automate routine tasks such as document generation and time tracking, freeing up valuable time for more complex legal work.
  • Enhanced Collaboration: Centralized document management allows team members to access and edit files in real-time, improving coordination and reducing errors.
  • Improved Client Communication: Integrated client portals provide clients with secure access to their case information, fostering transparency and trust.
  • Accurate Billing: Automated time and expense tracking ensures precise billing, reducing disputes and improving cash flow.
  • Regulatory Compliance: Built-in compliance features help ensure adherence to legal standards and regulations, minimizing the risk of penalties.
  • Data Security: Advanced encryption and secure access controls protect sensitive client information from unauthorized access and breaches.
  • Customizable Workflows: Tailor workflows to match your firm's specific processes, enhancing productivity and consistency across cases.
  • Comprehensive Reporting: Generate detailed reports on case progress, financials, and performance metrics, aiding in strategic decision-making.
  • Scalability: Adaptable to firms of all sizes, PerfectLaw grows with your business, ensuring long-term usability and investment value.
  • Reduced Administrative Overhead: Streamline administrative tasks, allowing staff to focus on billable work and client service.
  • Enhanced Mobility: Access case files and perform tasks from anywhere with cloud-based solutions, supporting remote work and flexibility.
  • Client Relationship Management: Integrated CRM tools help manage client interactions and track case histories, improving client satisfaction and retention.
  • Task Prioritization: Automated task management helps prioritize and delegate tasks effectively, ensuring deadlines are met and workloads are balanced.
  • Document Version Control: Maintain a clear history of document revisions, reducing the risk of errors and ensuring the use of the most current information.
  • Cost Savings: Reduce the need for physical storage and administrative resources, leading to significant cost reductions over time.
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  • Financial Management: Manage firm financials with the end-to-end accounting portal. Interact directly with the billing module to issue checks, print financial statements, operate trust accounts and perform year-end reconciliations. 
    • General Ledger: Balance operating and trust accounts with the general ledger tool. 
    • Accounts Payable: Track all incoming and outgoing transactions for a holistic view of firm financials. Monitor aging receivables, cash requirements, vendor payments, recurring payments and voided checks. 
    • Trust Accounting: Automatically log all transactions made from trust accounts. Reconcile deposits and withdrawals and print checks from the client’s trust fund. 
    • Integrations: Supports integrations with Tabs3 Billing Software, Tabs3 Accounts Payable Software and Tabs3 General Ledger Software. 
    • 1099 Forms: Combine payment disbursements to vendors and trust account payees with the 1099 form. Always maintain compliance with IRS regulations. 
  • Matter Management: View a quick feed of matter-specific information like contacts, communication history, case notes, documentation and invoices directly into the dashboard. Verify the billing summary of matter information and issue invoices against unpaid bills. 
  • Calendar Management: Switch between firm-wide and personal calendar views to get a 360-degree picture of firm obligations. Schedule individual and/or collective appointments and color-code them based on associated staff and activities. 
    • Deadline Checks: Automatically check new calendar entries against existing events for scheduling conflicts. Set up custom federal, state, county and jurisdiction-based rules for detecting deadlines. 
    • Notifications: Notify individual or collective staff members about important events and hearings. 
    • Recurring Meetings: Automate calendar entries for recurring events that take place at both regular and irregular time intervals. 
    • Planning Templates: Prepare sequential events with calendar planning templates. Use event-based or time-based triggers for court rules and collection follow-ups. 
  • Conflict Checks: Check all potential clients for conflicts of interest. Investigate legal documents, emails, matters and attachments for partial and/or phonetic matches to the conflict checking tool. 
  • Email Management: Integrate with Microsoft Outlook to automatically track time spent on writing and reviewing client emails. Add emails directly to client files, perform conflict checks and sort by associated matter. 
  • Time and Expense Tracking: Track every minute of time spent on client activities and correspondence with multiple built-in timers. Interact directly with the billing portal to issue invoices directly from time entries. Set custom billing and increment rates for individual clients. 
  • Document Management: Organize legal documents by connecting them to associated matters and clients. Import scanned documents using the PaperPort extension. Track various changes made to a document across previous versions. 
    • Smart Documents: Autofill common data fields with information already in the firm database. Automatically issue invoices for any document-related activity. 
  • Workflow Automation: Engineer custom workflow patterns with up to 10 tasks including emails, communication, documentation, appointments and more. Assign tasks to staff members with trigger-based alerts. 
  • Controlled Access: Restrict access to sensitive documents with permission-based accounts and customizable viewership controls. Permit edits for specific data fields. 
  • Backup and Recovery: Secure firm information with regular backups. Export firm data at any time in case of power outages or network failures. 
  • eNote: Send secure messages in real time with the built-in messaging portal. Send appointment links and reminders along with text messages. 
  • Billing: Use the billing portal to directly transform time entries into billable hours. Prepare tailored bills with quick access to client contacts, payment history, write-offs, WIP, account balance and more. 
    • Billing Flexibility: Process payments faster with flexible billing methods. Issue contingency, retainer, hourly, flat fee or threshold-based bills and design custom rate charts for specific clients. 
    • Online Payments: Accept credit card transactions for expedited payments. Use the Tabs3Pay tool to email online payment links along with client invoices. Supports integration for LawPay and ProPay. 
    • Reports: Generate built-in reports for greater insights into revenue, important clients, receivables, compensation, productivity, profitable practice areas and more. 
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  • All-in-One Database: Integrates case management, billing, and document management into a single database, eliminating the need for multiple systems.
  • Case Management: Provides comprehensive tools for tracking case details, deadlines, and tasks, ensuring nothing falls through the cracks.
  • Document Management: Offers robust document storage and retrieval capabilities, including version control and full-text search.
  • Time and Billing: Facilitates accurate time tracking and billing with customizable billing rates and automated invoice generation.
  • Calendar and Docketing: Synchronizes with Outlook and other calendar systems to manage appointments, court dates, and deadlines efficiently.
  • Email Management: Integrates with Microsoft Outlook to archive emails directly into the case file, maintaining a complete communication history.
  • Workflow Automation: Automates routine tasks and processes, such as client intake and document assembly, to improve efficiency and reduce errors.
  • Client Portal: Provides a secure online portal for clients to access case information, documents, and invoices, enhancing client communication and satisfaction.
  • Reporting and Analytics: Generates detailed reports and analytics on various aspects of firm operations, from financial performance to case progress.
  • Mobile Access: Offers mobile access to key features, allowing attorneys to manage their work from anywhere, at any time.
  • Security and Compliance: Ensures data security with encryption, access controls, and compliance with legal industry standards.
  • Customizable Interface: Allows users to tailor the software interface to their specific needs and preferences, improving usability and productivity.
  • Integration Capabilities: Seamlessly integrates with other legal and business software, such as accounting systems and e-discovery tools.
  • Client Relationship Management (CRM): Manages client interactions and relationships, tracking communications, and follow-ups to enhance client service.
  • Task Management: Assigns and tracks tasks within the firm, ensuring accountability and timely completion of work.
  • Expense Tracking: Monitors and records expenses related to cases, facilitating accurate billing and financial management.
  • Training and Support: Provides comprehensive training resources and support services to help users maximize the software's potential.
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Product Ranking

#49

among all
Legal Software

#61

among all
Legal Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Billing And Payments Calendaring And Legal Docketing Client And Contact Management Dashboard And Reporting Document Management Matter/Case Management Mobile Capabilities Task Management Time And Expense Management 96 69 83 69 64 78 67 100 0 25 50 75 100
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User Sentiment Summary

Excellent User Sentiment 355 reviews
Great User Sentiment 5 reviews
93%
of users recommend this product

Tabs3 has a 'excellent' User Satisfaction Rating of 93% when considering 355 user reviews from 4 recognized software review sites.

88%
of users recommend this product

PerfectLaw has a 'great' User Satisfaction Rating of 88% when considering 5 user reviews from 1 recognized software review sites.

3.8 (27)
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4.7 (160)
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4.7 (166)
4.4 (5)
3.9 (2)
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Awards

Tabs3 stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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Synopsis of User Ratings and Reviews

Intuitive Interface: Users highlight the user-friendliness of Tabs3, making it easy to navigate and manage legal tasks.
Comprehensive Features: Tabs3 is praised for its wide array of features, covering various aspects of legal practice management, from time tracking and billing to document management.
Robust Reporting: Users appreciate the detailed reporting capabilities of Tabs3, allowing for insightful analysis of financial and operational data.
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Comprehensive Features: PerfectLaw is an all-in-one solution encompassing case management, billing, and document management, simplifying legal operations.
Integration Capabilities: Seamless data flow between different modules eliminates redundant data entry, saving time and reducing errors.
Robust Reporting: The software provides in-depth reporting tools, allowing firms to track key metrics and make informed decisions.
Customization Options: PerfectLaw offers flexibility in tailoring the system to a firm's specific needs, ensuring a perfect fit for different workflows.
Timekeeping and Billing: Users praise the intuitive timekeeping features, including the ability to enter time from anywhere in the system, streamlining billing processes.
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Limited Customization: Users have expressed frustration over the inflexibility of certain features, particularly when it comes to document assembly. For instance, one user found it cumbersome that they couldn't easily modify the formatting of numbered clauses within a legal document.
Learning Curve: Legal professionals transitioning from older software versions have reported a steep learning curve with Tabs3. The new interface and features require time and effort to master, impacting productivity during the transition phase.
Integration Challenges: Some users have encountered difficulties integrating Tabs3 with other essential software used in their legal practice. This lack of seamless integration can disrupt workflows and lead to inefficiencies.
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Steep Learning Curve: Some users find it difficult to get up to speed with the software initially due to its extensive features and complex functionality.
User Interface: A common complaint is that the interface isn't intuitive, requiring multiple clicks to perform tasks that should be simpler.
Customer Support: While generally responsive, some users report occasional delays in getting support, which can be frustrating when dealing with urgent technical issues.
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Users rave about Tabs3's robust document management and search capabilities, highlighting its ability to centralize all case-related information, making it easy to find any document quickly. They also appreciate the comprehensive financial tools, including billing, trust accounting, and reporting features, which streamline financial operations and ensure compliance. However, some users find the interface dated and not as intuitive as newer cloud-based solutions like Clio or MyCase. They also point out that the on-premise deployment option, while offering more control, can be more demanding to maintain than cloud-based alternatives. Despite these drawbacks, users consistently praise Tabs3's deep feature set and its long-standing reputation for reliability, making it a solid choice for firms prioritizing stability and comprehensive functionality over a modern user interface. It's particularly well-suited for larger, established firms with complex needs and the IT infrastructure to support an on-premise solution.

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Is PerfectLaw the perfect solution for your legal firm's needs? Reviews from the past year suggest it could be, particularly for larger firms. Users consistently praise PerfectLaw's comprehensive suite of features, highlighting its "all-in-one" approach that streamlines various tasks, such as billing, case management, and document management, eliminating the need to juggle multiple software solutions. This integrated approach not only simplifies daily operations but also potentially saves firms money and reduces headaches. However, some users point out a steep learning curve, suggesting that getting the software up and running might require a significant time investment, especially for those unfamiliar with similar systems. While customer support receives positive feedback for its responsiveness, the initial setup and customization process has been described as complex and time-consuming. In essence, PerfectLaw appears to be a robust, feature-rich solution best suited for larger firms willing to invest the time and resources necessary to fully utilize its capabilities. Smaller firms or those seeking a more intuitive, out-of-the-box solution might find the learning curve a significant hurdle.

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