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 GEFA Auto & Home. Please review this document carefully before attempting to export data for GEFA Auto & Home matters.

The Task Based Billing Client check box must be selected in TABS III for all matters for GEFA Auto & Home. 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 GEFA Auto & Home matters.

The firm name, address, city/state/zip, tax ID number, and phone number for the firm must be set up in the STI System Configuration program. The city/state/zip line must use the 2-character state postal abbreviation and there must be at least one space between the city, state and zip code.

There are several specials field required for GEFA Auto & Home that are not in TABS III. The fields are as follows: GEFA A&H Claim Number, GEFA A&H Loss Code, Venue County, Venue State, Docket Number, GEFA A&H Examiner Code, GEFA A&H Contact, and GEFA A&H Contact’s Phone. During configuration, you are given the choice of where to store this field in the TABS III client file. Available locations include the contact name (for GEFA A&H Contact only), phone numbers (for GEFA A&H Contact’s Phone only), miscellaneous lines 1-3, beginning statement notes lines 1-4, ending statement notes line 1-4, and client notes lines 1-150. You will have to make sure to set up all of your GEFA Auto & Home matters the same way so the field is not missing in the electronic data file for any individual matters.

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 GEFA professional level. There are 6 professional levels for GEFA Auto & Home: Senior Partner, Junior Partner, Senior Associate, Junior Associate, Paralegal, and Law Clerk. 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 GEFA professional level.

To map a timekeeper level (or edit a timekeeper level mapping), highlight the desired TABS III Timekeeper Level. Then, select the desired GEFA professional level 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.

2002/03