This document provides technical information about how to set up Tabs3 in order to facilitate the export of information to the format required by CLMS. Please review this document carefully before attempting to export data for CLMS.

The Task Based Billing Client check box must be selected in Tabs3 for all matters for CLMS. This option is found on the Setup tab in the client data entry program in Tabs3. Selecting this option will force you to enter task codes instead of transaction codes when entering Work-in-Process for matters for CLMS.

CLMS assigns each law firm a Vendor ID. During configuration, you will need to enter your Vendor ID in the appropriate field. The Vendor ID is stored in the Taskbill.INI file.

There is one special field required for CLMS that is not in Tabs3. This field is the Matter Number. During configuration, you must specify where this field will be stored in the Tabs3 client file. The following table includes a list of available locations. You will have to make sure to set up all of your matters for CLMS the same way so this field is not missing in the electronic data file for any individual matters.

Note: Although you can use any of the following locations to store the special fields, we recommend you use Custom Fields for all of the special fields. However, if you configured clients prior to Version 11 (when Custom Fields were not available), it is not necessary to change all of the matters to use Custom Fields to store the information.

2003/08