PracticePanther vs Tabs3

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

Product Basics

PracticePanther is a cloud-based platform that helps manage cases, documents, client communications, time tracking and billing for law firms. It acts as a centralized hub for handling client information, cases and documents. Its reporting tools let you track your firm’s financial health and performance.

The platform allows you to create detailed case files, including evergreen retainers, deadlines, billable hours and specific tasks associated with each case. It offers document management tools, enabling attorneys to edit, track changes, eSign and share files with concerned clients and internal departments.

Additionally, you can track time spent on each case, generate detailed invoices and automate trust account management. Practices of all sizes can automate invoicing, time-tracking and payments while remaining compliant with IOLTA, ABA and state bar guidelines.

The software also allows firms to store client contact information, communication history and matter details in one place. It provides tools for client intake and onboarding, including custom intake forms, checklists and client portals. Its intuitive mobile app helps you stay connected with your firm and communicate with staff and clients remotely.

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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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$49/User, Monthly
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Tailored to your specific needs
$40 Monthly
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Tailored to your specific needs
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Product Assistance

Documentation
In Person
Live Online
Videos
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Videos
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Email
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Never Miss Billable Hours: PracticePanther excels in time and expense management, with our data showing that it offers 96% of all key requirements out of the box. You can manage retainers and set custom hourly rates, item prices and contingency rates. It supports multiple time clocks and helps you log billable and non-billable hours accurately. You can also add uniform task-based management (UTBM) codes while creating time and expense entries to set benchmarks.
  • Improve Client Experiences: Another strong suite is the platform’s client and contact management module, which has received an 89 rating from our analysts. You can design unique client intake funnels to capture all required information. Clients get individual portals to submit documents, track cases and pay invoices. You can use the built-in two-way messaging system or send emails and text messages from the software interface. The platform maintains a communication log and enhances client outreach with email campaigns and lead-tracking tools.
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  • 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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  • Case Management: Store detailed user information with ease, along with tags and follow-up updates, making it easy and organized.
    • Remote Access: Get quick overviews of all case-related information, including contacts, tasks, calendar entries, documentation and more. Automatically sync firm databases for unobstructed remote access from any device with an internet connection.
    • Contacts and Matter Management: Keep legal matters organized and up-to-date by adding relevant contacts, notes and bills. Limit access to sensitive matter information with controlled permissions. Securely collaborate with team members and share and recall data.
    • Conflict Search: Link contacts to matters for checking on conflicts of interest and parties represented by the lawyer.
  • Document Management: Manage all your documents in one place and set up automation to reduce repetitive tasks.
    • Centralized Repository: Store and manage all legal documents and files securely in a single location. Enhance efficiency by electronically sending documents for signatures, auto-populating client information, and creating custom templates to streamline document creation workflows.
    • Organized Access: Avoid wasting time searching for documents. Organize files by client and matter for easy retrieval. Use custom tags to categorize and filter your firm's legal documents.
    • E-Signatures: Expedite the document approval process by offering electronic signatures via email, text message or the client portal. Create and send multiple documents for eSignature in batches simultaneously.
    • Cloud Integration: Connect with leading cloud storage platforms like Dropbox, Google Drive, OneDrive and Box.com. This eliminates the need to switch between platforms and helps you sync all document changes automatically.
    • Customizable Templates: Boost document creation speed by uploading and using pre-defined templates. Automatically populate templates with your firm's information and client data. Track document progress through a dashboard with status indicators (incomplete, completed, in progress, overdue) and assign conditional tasks as needed.
  • Legal Billing: Never miss a billable hour with automated time and expense tracking tools.
    • Customizable Invoicing: Create professional invoices tailored to your firm's branding. Include client information, activity logs, notes and more. Assign specific billable rates based on user, activity, matter or contact for accurate fee calculations.
    • Integrated Payment Processing: Accept payments through various methods, including custom payment links, the client portal, phone or in-person transactions using Panther Payments, the native payment processor.
    • Billing Reports: Gain insights into your firm’s performance by generating detailed reports. Analyze billing trends and collections data, identify top-billed practice areas, and filter reports by custom tags, bank accounts, payment methods, contacts or matters.
  • Trust Accounting: Manage trust and operating accounts while automating compliance with IOLTA, ABA and all 50 state bar regulations. Stay informed about retainer balances by setting up automatic alerts. Receive notifications when trust account balances fall below pre-defined thresholds and perform daily three-way reconciliations for oversight of your trust account activity.
  • Legal CRM: Organize client data, gain a holistic view of cases, automate client onboarding and sync new client data from automated intake forms.
    • Custom Tags: Categorize contacts by client type (existing, potential etc.), professional contact or any other relevant category using custom tags. Use these tags to filter data and gain insights into your client base.
    • Client Portals: Provide clients with a secure online portal. They can access uploaded documents, communicate with your firm, review invoice balances and make online payments. The platform automatically populates client information from their intake forms to create accurate profiles.
    • Workflow Automation: Streamline client follow-up with automated workflows that trigger tasks and events based on pre-defined conditions. Automate appointment scheduling and send automatic reminders to clients, ensuring timely communication.
  • Calendaring: Create time entries, confirm client meetings, manage tasks and stay on top of court rule deadlines using a centralized calendar system.
    • Visualized Deadlines: Use color-coded tags to visually identify deadlines and events associated with specific contacts, matters and tasks.
    • Automated Time Capture: Convert appointments and events into time entries with a single click, ensuring all billable hours are captured and accurately allocated to the appropriate client.
    • Court Rule Integration: Connect with LawToolBox to sync pre-set and custom court rule deadlines with your PracticePanther calendar and workflows, keeping you ahead of important legal dates.
  • Integrations: Connect to a host of essential applications to improve the firm’s productivity and automation standards. Some popular applications it supports integrations with include Gmail, Microsoft Outlook, Microsoft Exchange, Box, Dropbox, Outlook, Google Calendar, Apptoto and many more.
  • Security: Protect firm data against vulnerabilities with 256-bit military-grade encryption. Limit platform access to authorized IP addresses and enable two-step authentication. Maintain client confidentiality and HIPAA compliance with Box.com’s secure storage capabilities.
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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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Product Ranking

#14

among all
Legal Software

#49

among all
Legal Software

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Analyst Rating Summary

75
79
84
96
90
69
55
83
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Time and Expense Management
Client and Contact Management
Integrations and Extensibility
Platform, Security, and Compliances
Time and Expense Management
Billing and Payments

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

PracticePanther
Tabs3
+ Add Product + Add Product
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 84 90 55 18 75 76 82 97 96 69 83 69 64 78 67 100 0 25 50 75 100
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78%
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33%
100%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

100%
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71%
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29%
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75%
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25%

User Sentiment Summary

Excellent User Sentiment 613 reviews
Excellent User Sentiment 355 reviews
92%
of users recommend this product

PracticePanther has a 'excellent' User Satisfaction Rating of 92% when considering 613 user reviews from 3 recognized software review sites.

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.

4.2 (100)
3.8 (27)
n/a
4.7 (160)
4.7 (508)
4.7 (166)
4.6 (5)
3.9 (2)

Awards

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

User Favorite Award

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

User Favorite Award

Synopsis of User Ratings and Reviews

Ease of Use: Many users find PracticePanther easy to use, with an intuitive interface that makes it accessible for beginners without extensive coding experience.
Comprehensive Features: The software addresses critical legal practice management needs, offering tools for billing, invoicing, time tracking, case management, document handling and client portals.
Efficient Automation: PracticePanther offers automation for client onboarding, billing and document handling, streamlining workflows and saving time on repetitive tasks.
Easy Accessibility: The cloud-based platform, along with its mobile app, helps users access tasks and stay in touch with their operations from anywhere.
Streamlined Client Experiences: The platform offers client onboarding automation, unique portals and internal messaging tools that help simplify and streamline client-attorney interactions.
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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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Performance Issues: Some users report the software being slow and unresponsive, particularly during peak usage times.
Bugs and Errors: A few users reported calculation errors in trust accounting and time tracking due to bugs and cookie issues.
Documentation Quality: The software’s documentation could be clearer and more user-friendly, particularly for new users.
Limited Reporting: The solution offers limited pre-built reporting templates and dashboard visualizations. However, the vendor offers assistance in designing custom ones.
Integration Challenges: Users have reported faulty integrations with third-party tools, especially with Zapier, Jubilee and Record Grabber.
Billing Limitations: The platform offers limited billing customizations and requires users to manually open each bill to see its content, making the review process slow and cumbersome.
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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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During testing, I found PracticePanther relatively straightforward to set up. Customizing the platform with my firm’s logo and name was a breeze. Creating matters, assigning tasks and syncing calendars felt intuitive. Even integrating Panther Payments for online payments was smooth sailing. While the interface could use a design refresh, it’s functional and easy to navigate.One standout feature is the matter creation process. The ability to categorize matters with tags and custom fields is beneficial. PracticePanther’s flexibility in handling different billing structures, including flat rates, hourly rates and retainers, is a major plus. The platform's automatic alerts for depleted retainer funds are a time-saver.I'm also impressed with its document management capabilities. The integration with cloud storage and the version history feature is invaluable for maintaining document control. Creating custom templates for different document types is a convenient touch.While PracticePanther offers a solid foundation for legal practice management, it presents some notable limitations. The billing process is particularly cumbersome. The absence of a streamlined review function, forcing users to open each invoice individually, significantly hampers efficiency. This contrasts sharply with other platforms that offer more intuitive billing and reviewing navigation.Additionally, the lack of advanced features, such as integrated legal research tools, is a drawback for firms that rely heavily on online research. Although the software can track time, the absence of connections with research websites and tools means manual timekeeping, which can be error-prone and time-consuming.Despite these shortcomings, PracticePanther is well-suited for solo practitioners and small law firms with relatively straightforward caseloads. Its ease of use and core features, such as matter management and document handling, make it a viable option for firms that prioritize these functions. However, for larger firms with complex caseloads or those that require advanced features like robust reporting and analytics, PracticePanther may fall short.

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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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