Taskbill Integration Requirements for
TABS III and Law Audit Services
This document provides technical information about how to set up TABS III in order to facilitate the export of information to the format required by Law Audit Services. Please review this document carefully before attempting to export data for Law Audit Services matters.
Task Based Billing
The Task Based Billing Client check box must be selected in TABS III for all Law Audit Services matters. This option is found on the Status tab in the client data entry program in TABS III. Selecting this option will force you to enter task codes instead of transaction codes when entering work-in-process for Law Audit Services matters.
Fees Note: When entering fees in TABS III, you are required to enter both the Phase/Task code and the Activity code. However, the TASKBILL program exports the Phase/Task code only. Law Audit Services only uses the Phase/Task code set beginning with "L".
Costs Note: When entering costs in TABS III, you are required to enter both the Phase/Task code and the Expense code. However, the TASKBILL program exports the Expense code only. Law Audit Services only uses the cost codes beginning with "E".
Special Fields
There are several fields required for Law Audit Services that are not in TABS III. The fields are the Primary Claim Number, Claim Professional Name and the Insured Name. During configuration, you are given the choice of where to store these fields in the TABS III client file. Available locations include the contact name (for Claim Professional Name only), miscellaneous lines 1-3, beginning statement notes lines 1-4, ending statement notes line 1-4, and client notes lines 1-150. If you are not required to provide information for a field, select the option "field not used" when configuring TASKBILL to export information for Law Audit Services. You will have to make sure to set up all of your Law Audit Services matters the same way so none of the fields are missing in the electronic data file for any individual matters.
Timekeeper Level Mapping
During configuration, there is an additional window of configuration options that must be set up. This window can be accessed using the More Config button shown at the bottom of the Task Billing Configuration window. The More Config button opens a window called Other Taskbill Configuration. The left side of this window consists of the 9 TABS III timekeeper levels. You must map each TABS III timekeeper level to an associated Law Audit Services (LAS) Timekeeper Rank. There are 4 timekeeper ranks for Law Audit Services: Partner, Associate, Paralegal, and Other Timekeeper. You will be required to map every TABS III timekeeper level even if you do not currently use all of the levels. Once the timekeeper levels have been mapped, the right side of this window will show the associated Law Audit Services timekeeper rank.
To map a timekeeper level (or edit a timekeeper level mapping), highlight the desired TABS III Timekeeper Level. Then, select the desired LAS Timekeeper Rank from the lookup list shown at the bottom of this window. Click the Save Item button to save the mapping and update the information shown in the window. Repeat these procedures for each TABS III timekeeper level. When you are finished, click OK to close the Other Taskbill Configuration window.
Other Fields
There is one other field that you need to make sure has been set up in TABS III to ensure the correct information is exported for Law Audit Services. The TABS III work description must correspond to Law Audit Services' matter name.
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