Taskbill Integration Requirements for
Tabs3 and Legalgard/Great American and
Legalgard/Great American Commercial Division

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

Great American versus
Great American Commercial Division

The integration requirements for Great American and Great American Commercial Division are identical. The only difference pertains to the data that is exported in Legalgard’s header section. The text "NEW FORMAT" is exported on line 21 of the header section for "regular" Great American matters. A blank line is exported on line 21 of header section for Great American Commercial Division matters.

Note: Make sure to select the correct format (either Great American or Great American Commercial) when configuring TASKBILL.

Task Based Billing

The Task Based Billing Client check box must be selected in Tabs3 for all Great American matters. 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 Great American matters.

Fees Note: When entering fees in Tabs3, you are required to enter both the Phase/Task code and the Activity code. However, the TASKBILL program exports the Phase/Task code only.

Costs Note: When entering costs in Tabs3, you are required to enter both the Phase/Task code and the Expense code. However, the TASKBILL program exports the Expense code only.

Firm Information

The firm name and city/state/zip must be set up in the 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.

Note: The city/state/zip may be entered on any of the 3 address lines as long as it is the last address line used.

Special Fields

There are several fields required for Great American that are not in Tabs3. The fields are the Claim Number, Adjuster Name, Jurisdiction Code, Budgeted Amount, Opposing Counsel and Opposing Law Firm. During configuration, you are given the choice of where to store these fields in the Tabs3 client file. The following table includes a list of available locations. The Budgeted Amount must be stored in the Tabs3 budget amount. You will have to make sure to set up all of your Great American matters the same way so none of the fields are 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.

Field Location Client File Location
Custom Fields Lines 1-50 Custom Fields tab
Miscellaneous Lines 1-3 Custom Fields tab
Contact Name (for Adjuster Name only) Address tab
Beginning Statement Notes Lines 1-4 Statement Options tab
Ending Statement Notes Lines 1-4 Statement Options tab
Client Notes Lines 1-150 Client Notes tab
Billing Notes and Instructions Lines 1-150 Billing Preferences tab

 

Other Fields

There are some other fields that you need to make sure have been set up in Tabs3 to ensure the correct information is exported for Great American. The Tabs3 client name, city & state, and work description correspond to Great American’s client name, claim office and case name.

Tabs3 Field Great American’s Information
Client Name Client Name
City and State Claim Office
Work Description Case Name

 

2003/08