Jan 4
New articles have recently been added to the Knowledge Base that you should check out.
R11933 – Accurate Legal Billing Integration
R11935 – Using Windows Authentication to Log in to Tabs3 Software
R11946 – Using Tabs3 Cloud with a Web Browser
R11955 – Tabs3 Websites
R11959 – Configuring and Using the Platinum Notification Center
Oct 27
New articles have recently been added to the Knowledge Base that you should check out.
R11947 – Version 2024 Introduction to New Features
R11949 – Version 2024 Information and Resources
R11948 – Version 2024 Frequently Asked Questions
R11942 – New Outlook and Tabs3 Software
R11943 – Accessing the Platinum SQL Database via ODBC
R11938 – Configuring and Using Tabs3 Cloud with Citrix Workspace
R11941 – All About Tabs3 Cloud
R11953 – Using Tabs3 Cloud
R11954 – Using Fee Geolocation
Oct 2
Oct 2
It was another great year here at Forum! Your feedback and input while here are vital to product development. As you can tell by what you heard while here, we are listening!
Our ProfitSolv partners and guests are always amazed with this group’s range of expertise, the willingness to share experiences, collaborate, offer advice, and help others. It’s always good to hear some say that this is their favorite industry event!
Many thanks to our speakers and guests who took the time to prepare and present. Our attendees appreciate your experiences, industry knowledge and expertise. You really helped make this event a success.
We look forward to having you back again next year! We’ll share dates as soon as we have them.
Jul 27
New articles have recently been added to the Knowledge Base that you should check out.
R11918 – Importing Tabs3 CRM Leads in PracticeMaster
R11917 – Configuring and Using Tabs3 CRM
R11925 – Version 2023 Introduction to New Features
R11927 – Version 2023 Information & Resources
R11930 – Post Update Resources
R11919 – Configuring the Tabs3 Client Portal
R11921 – Troubleshooting the Tabs3 Client Portal
R11920 – Using the Tabs3 Client Portal
R11934 – Changing Banking Information in Tabs3 Software
R11926 – Version 2023 Frequently Asked Questions
R11928 – Third Party Integration Requirements (Ver. 2023)
R11923 – Tracking Check Requests
R11936 – Tabs3 CRM Resources
R11937 – Keeping Tabs3 Software Up To Date
R11939 – LexShare Resources
R11940 – Tabs3Pay Resources
Tabs3 logo shirts are now available to order. They are perfect attire for trade shows, meetings with potential customers, or the upcoming Forum! Each item is embroidered with our logo. In addition to logo shirts, various accessories are available such as blankets, drawstring bags, and more. Follow the link below for options. To purchase, simply email your order to [email protected] no later than August 10th.
Jun 30
New videos have been added to our Training Video Library.
5 Reasons Firms Need CRM (Overviews, 3:01) – See how Tabs3 CRM can help grow your business by turning leads into clients.
General Ledger Reconciliation (Tabs3 Financials, 3:33) – See how Tabs3 General Ledger makes it easy to reconcile your bank and credit card statement!
Contact our Video Team at [email protected] if you have video suggestions.
Apr 13
As of June 1, 2023 we will no longer support Version 19 of Tabs3 Software. Multiple email notifications have been sent to impacted firms, with one more scheduled. In addition, firms have been notified monthly, dating back to last year, in our user newsletter. Users of Version 19 will also be reminded of this policy when they speak with a Support Representative.
Please inform clients using Version 19 (and earlier) that they will need to update in order to receive support after the version is sunset. Use the data in your QBR to determine who these firms are to generate sales and billable work.
Please contact Client Services or [email protected] for update pricing information.
Feb 7
New videos have been added to our Training Video Library.
Introducing Tabs3 CRM (Overviews, 1:24) – Streamline your intake process with Tabs3 CRM, where you can track leads, grow prospects, and gain clients.
Sending and Requesting Files with LexShare (Documents, 4:13) – See how easy it is to send and receive files using PracticeMaster’s integration with LexShare.
Stay tuned for other new videos as we roll out Version 2023 features! Let our Video Team know at [email protected] if you have video suggestions.
That’s it for 2022. As always, it was another great year for our consultants. We appreciate all you do to support and sell Tabs3 software. Bring on 2023, let’s make it the best year ever!
Below are your 2022 Tabs3 Software Consultant award winners.
2022 Consultant of the Year
1) Britt Lorish, Steve Best, Debbie Foster and staff, Affinity Consulting Group (Daleville, VA; Alpharetta, GA; Largo, FL)
2) Judy Best & Rick Bernauer, CyTek Corporation (Kansas City, MO)
3) Judy Lassek, Legal Software Services LLC (Scottsdale, AZ)
Honorable Mention:
Tabs3 Billing Consultant of the Year
1) Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)
2) Judy Best & Rick Bernauer, CyTek Corporation (Kansas City, MO)
3) Ileene Levine, Ileene K Levine Consulting (Milwaukee, WI)
3) Judy Lassek, Legal Software Services (Scottsdale, AZ)
3) Edie Zimmerman, Legal Software Solutions (Brazil, IN)
Honorable Mention:
PracticeMaster Consultant of the Year
1) Bill Baker, Baker + Cadence Solutions (Hollister, CA)
2) Christina Cline, CR Cline & Company LLC (Normandy Park, WA)
3) Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)
Honorable Mention:
Platinum Consultant of the Year
1) Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)
2) Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)
3) Judy Best & Rick Bernauer, CyTek Corporation (Kansas City, MO)
Honorable Mention:
Congratulations everyone on your awards!