See why using the best law firm software and experts in the industry is key to help you maximize productivity and profitability in any economy. Especially this one. Learn more about how Tabs3 and PracticeMaster works with software applications you already use and can help you improve processes at a lower cost point than you have now. Resource Advisors can help you automate your solo, mid-size, or large law practice with the proven tools and practices that our clients have relied on for over 25 years. Starting up a firm? Learn more about our application and data hosting for your entire environment, backed by experts who provide the best Tabs3, PracticeMaster, training, support, and customization services in the industry.

1. 1
Maximizing Law Firm Profitability &
Productivity for 2013 and Beyond….
PROVEN METHODS THAT EVERY LAW PRACTICE MUST USE TO CONTAIN RISING COSTS,
BOOST REVENUES, IMPROVE SERVICE AND “MAKE RAIN” IN EVERY ECONOMY.
(ESPECIALLY THIS ONE.)

2. 30 Years. Thousands of Law Firms and Solos. Two tools that
simply work with technology and processes you already use.
(Only better.)
2

3. 27 years. Hundreds of clients. A company that brings great
people, expertise, and the best software in the industry to you
at a much lower cost point than you have today.
3

4. Lowering the cost to run
your firm begins with the
process you use now to
open files and what you
do next with that
information.
Many firms have the capability to
integrate client data and reduce the reinput of the same information across
multiple processes and systems.
We can help you link case information to
your calendar, email, document
production, document management,
and capture revenue from those tasks at
the same time.
Failure to integrate client data properly
will always increase operational costs,
take more time and lower profitability.
4

5. What can you do with a single Tabs3 client record without reinput or separate (expensive and time consuming) processes?
5
Create a contact that can be automatically
synced both ways with MS-Outlook. Calendar
entries too.
Client and Document information can be automatically
shared with the WORLDOX Document Management
system.
Instantly associate emails sent and received
with a case, create a time entry or a follow-up
on your calendar with a few clicks.
Create routine documents instantly from information
already contained in the client file. You can bill for and
add a calendar entry each document that is generated
at the same time.
Recover billable time as you perform common
tasks with multiple timers. Convert notes, phone
calls, on-line research, and documents to
billable fees as you perform each task.
Create bills instantly and email directly from the system.
Speed up collections and recover more of what you bill.
Handle client disbursements and other accounting
functions in a fraction of time than by present methods.
Link documents, other fields, and files you
define; customized for each case type that your
firm handles.
Get mobile access to most client, time, cost, and case
information on any web enabled device. Create and
modify information on the go. No sync required. Windows
and Mac OS compatible.

6. A Client record automatically becomes a Contact that is
shared with other applications, such as MS Outlook, and other
systems that you use today. (No sync required.)
6

7. Are you capturing all available revenue from client email
communications? How efficient and profitable is your process
for managing this information now?
7

8. With a simple Outlook Ad-in, client emails can be managed
and billed for instantly.
8

9. Just a few clicks and an email is associated with a case and
billed in a single process. One of our clients captured over
$8,000 of additional revenue in a couple of weeks using this
method.
9

10. With that kind of efficiency, why wait until the end of the
month to bill your client? Our clients improve their cash flow by
using proven Best Practices.
10

11. Maintain multiple timers for your work throughout the day.
Improve your bottom line by 15 to 20 percent.
11

12. Capture your time and access case information in the office
or on any web enabled device with Tabs3 Connect. (No Sync
or monthly subscription required.)
12

13. Manage your caseload and important information no matter
where you are. In the office or in web browser, your data is
secure because everything is in your office at all times.
13

14. Create a unique database customized for your practice
areas. Build familiarity across your firm that will lead to lower
costs, improve service, and help you acquire new clients.
14

15. Create common documents in a matter of seconds with
information already contained in your customized database
(No Search/Replace/Cut/Paste required.)
15

16. 16
All of this and more from a single
client record.
You have tried other approaches,
changed software, and even
consultants. Now work with a team
that can finally deliver on the promise
of what true integration can mean in
terms of higher revenue, lower costs,
and more time to practice law.

17. 17
Albany Office
1971 Western Avenue
Suite 256
Albany, New York 12203
(800) 523-0151
Manhattan Office
40 Wall Street
35th Floor
New York, New York 10005
(800) 523-8979
Email: harry@resource-advisors.com
Web: www.resource-advisors.com