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How to Access
Tabs3 Billing Location
Quick Launch
Client Information
Menu
File | Data Entry | Client | Client Portal tab
Home
All Actions | People | Client Information | Client Portal tab
All Actions | Accounts Receivable | Client Information | Client Portal tabKeystroke Ctrl+ Shift+ C
Access Rights
Access Profile | Tabs3 Billing tab | Client Information | Browse Client
Access Profile | Tabs3 Billing tab | Client Information | Add Client
Access Profile | Tabs3 Billing tab | Client Information | Change Client
Access Profile | Tabs3 Billing tab | Client Information | Delete ClientR11818 - Access Rights
Exclusivity
Platinum
Non-Platinum
Click on the desired tab when 
appears for information about that program tab.
| Address | Setup | Rates | A/R & Fund Balances | Client Notes | Custom Fields | Billing Options |
| Billing Preferences | Statement Options | Split Billing | Budget | LawPay | Client Portal | Autopay Settings |
Note: This tab is only accessible when the Client Portal is enabled in the Tabs3 Connect Administration window in System Configuration.
The Client Portal tab allows you to manage which contacts can access information regarding the currently selected matter via the Client Portal. The Contacts with access to this matter field displays the number of contacts that currently have access.
Click the Client Portal Settings button to open the Client Portal Settings window.
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