Firm operations & billing
Tabs3
Billing, accounting, and case management for law firms.
Last observed 42 days ago. Records are treated as awaiting re-check after ninety days.
Only some data-handling statements were found. The checked sources did not contain all three of a confidentiality, training, and data-location statement. That is a gap in what the vendor publishes, not a finding about the product. Ask the vendor directly, or weigh it however your firm sees fit.
Editorial assessment
Billing, financials, and case management in one cloud platform, with published pricing.
This section is the CounselAtlas editorial desk’s own reading of the dated facts below. It is not a vendor statement, not a rating, and not a recommendation. Every product fact it rests on is recorded with a source in the record.
What it is
A law-firm platform combining billing, financials, trust accounting, payments, and case management. It publishes a starting per-user price and offers both cloud and on-premises options.
What it is not
It is not a narrow billing tool. It is a full practice-management platform, and the on-premises option means the firm takes on more of the hosting responsibility.
Who it tends to fit
- Firms that want billing and accounting in one system rather than two
- Firms that need a trust-accounting module alongside billing
- Firms that want a choice between cloud and on-premises deployment
Who it tends not to fit
- Firms that only need time tracking and invoicing, since the platform covers much more
- Firms that want a purely cloud product, given the on-premises option changes the support model
- Firms that need a published data-location or training statement before shortlisting
What to ask before you buy
- What is the real per-user cost once the modules my firm needs are added?
- If I choose on-premises, what security and backup obligations fall on my firm?
- How does the trust-accounting module handle three-way reconciliation?
- What is the migration path if I move from another billing system?
Limits in the record
- The published starting price is a floor; module add-ons are priced separately.
- The on-premises option shifts hosting and backup responsibility to the firm, which the cloud framing does not make obvious.
- The checked pages do not publish a confidentiality, training, or data-location statement.
How it sits in Firm operations & billing
This is one of the broader platforms in the category, alongside Centerbase and CARET Legal. Its distinguishing feature in the record is the cloud-or-on-premises choice, which most peers do not offer.
Reading the vendor’s wording
The checked pages describe the platform as compliant and securely hosted but do not publish a confidentiality, training, or data-location statement. Compliant is doing a lot of work in that sentence without a named standard behind it. A firm that needs a specific commitment should ask for it in writing.
How to evaluate it in a trial
- Price the modules your firm actually needs rather than the advertised starting rate.
- If considering on-premises, write down which security and backup duties move to your firm.
- Test the trust-accounting reconciliation against a real month of bank activity.
- Ask for the data migration path and the export format in writing.
What adopting it costs
The switching cost is high relative to a billing-only tool, because billing, financials, trust records, and case data all live in the same system. A firm leaving has to migrate each of those, and the trust records have to stay reconcilable through the change.
Closest alternative
Centerbase — The closest alternative. Both combine practice management with accounting and publish pricing; Centerbase publishes a SOC 2 statement that this one does not.
The record
Everything below is a dated observation from the vendor’s own published material. Each line links to the page it came from so you can confirm it yourself.
What we verified
- Vendor
- ProfitSolv. Observed September 21, 2026 · Vendor page ↗
- Price path
- Public price: Vendor publishes a pricing page. Observed September 21, 2026 · Source ↗
- What it does
- General practice. Tabs3 presents billing, financials, trust accounting, and case management as one cloud platform for law firms. Observed September 21, 2026 · Source ↗
- Firm-size scope
- Not stated. Observed September 21, 2026 · Checked page ↗
- Connections
- Not stated. Observed September 21, 2026 · Checked page ↗
- Data location
- Keep every invoice, trust account, and matter file in one compliant, cloud-based system. It is securely hosted and accessible to your team wherever they are working.. Observed September 21, 2026 · Source ↗