Tabs3 Practice Master

This means Tabs3 Practice Master typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Tabs3 Practice Master on a remote server in a remote datacenter. In this scenario, firm members may RDP, TeamViewer, RemoteApp, or Screen Connect to a remote PC where they access Tabs3 Practice Master. In this scenario, some people may say that Tabs3 Practice Master runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

General practice management systems store a wide variety of data instrumental to running many kinds of law firms.

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In Tabs3 Practice Master, just about every field is a custom field. Because of this, firms coming from Tabs3 Practice Master tend to have an excessive number of custom fields that need to be unified, pruned, or stantardized.

The Migration Specialist will need an Administrator username and password into Tabs3 Practice Master in order to extract your data.

The Migration Specialist will need the Administrator username and password into the Tabs3 Practice Master database server in order to extract your data.
This should be the Administrator account and not another account that has administrative access.

The Migration Specialist will need the Administrator username and password into the Tabs3 Practice Master file server in order to extract your documents.
This should be the Administrator account and not another account that has administrative access.

Because data is extracted from the Tabs3 Practice Master database, the migration can be run from anywhere with access to a backup of the database.

Because Tabs3 Practice Master is a desktop-based application, if documents are being transferred, the computer used for the migration should be near the same device that stores the documents.

A member of the firm will need to complete a small spreadsheet mapping users from Tabs3 Practice Master to users in the new system.

Firms migrating from Tabs3 Practice Master tend to have tons of unused custom fields. For an optimal migration experience, a member of the firm should identify any unnecessary fields that can be pruned as part of this migration.

When Tabs3 Practice Master stores emails, it keeps key information like to/from/subject/body. This isn't an original email but it is very useful when looking at case timelines and maintaining records of correspondence.

The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

The Firm IT Administrator is the person responsible for setting up and managing the firm's IT equipment. Sometimes this is an employee of the firm but usually this is an employee of a third-party IT services provider.

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