Consultant eNews

News and Resources for Consultants

Archive for January, 2016

Tabs3 Software in the News!

Jan 22

Posted by DeAnna Masterson in General, Marketing, PR / Announcements | No Comments

I wanted to let everyone know that our new ProPay integration is getting some publicity!

We were featured in Legaltech News, which provides timely information and insight into the latest technologies, products, and services available for the legal marketplace, and is distributed to more than 40,000 subscribers. The article features quotes from Dan Berlin and Mike Cottrell, the Director of Sales and Marketing at ProPay, on the exciting new integration between Tabs3 software and ProPay.

You can view the article in PDF form here: Tabs3 Integrates with ProPay to Provide Electronic Payments Solution for Law Firms

You can also view the online article here: http://www.legaltechnews.com/id=1202747624954/Tabs3-Integrates-with-ProPay-to-Provide-Electronic-Payments-Solution-for-Law-Firms 

Some pretty exciting times ahead!

Version 18 is Released!

Jan 14

Posted by DeAnna Masterson in Marketing, PR / Announcements | No Comments

We are excited about the release of Version 18! Your clients and prospects will appreciate easier month-end procedures and the ability to run productivity reports for previous periods. There should be something for everyone!

Here are a few of the enhancements you’ll find in Version 18:

  • Improved Fee and Cost Entry
  • Importing of Bank Transactions
  • Enhanced Bank Account Reconciliation
  • Automatic Trust Payments
  • Three-Way Reconciliation Report

Remember to visit Tabs3.com/whatsnew for a complete What’s New List.

There are plenty of features for you to sell, and you should email your leads as soon as possible. Here is a sample email you can use. Good luck, and let us know how we can help you promote Version 18.

(Prospect Email)

Thank you for your interest in Tabs3 Software. I just spoke with Dan Berlin, the President of Software Technology, Inc. He told me they just released Version 18. Version 18 includes some wonderful new enhancements to make your billing process a breeze, and the management of your firm’s financials even better. I would be happy to walk you through what I think are the most significant new features. I hope to hear from you soon.

President’s Circle Members for 2016

Jan 12

Posted by Joe Abler in PR / Announcements | No Comments

We want to take this opportunity to recognize a special group of resellers and consultants who have earned the distinction of President’s Circle for 2016. To achieve President’s Circle recognition, Certified Resellers and Consultants must:

• Have strong new unit and upgrade sales.

• Provide feedback on developments and changes in our industry.

• Provide feedback on marketing concepts and ideas.

• Offer ideas for product enhancements.

• Participate in beta testing.

• Take part in trade shows or seminars in their area.

• Post articles and responses in industry listservs such as TechnoLawyer.

• Collaborate on articles, reviews and case studies for industry publications.

 

President’s Circle membership is updated every year. Members of the President’s Circle are listed on our Website with a special logo designating their achievement. Members of the 2016 President’s Circle also have their fee waived to attend our 2016 Reseller Forum.

Here are the members of the 2016 President’s Circle in alphabetical order:

Congratulations to everyone on your outstanding achievements!

 

• Affinity Consulting Group – Britt Lorish / Sandy Adams, Roanoke, VA

• Attorney Computer Systems – Paul Purdue, Dundee, MI

• Baker + Cadence | Solutions – Bill Baker, Hollister, CA

• CompassPOINT Legal – Jim Degnan, Jacksonville, FL

• Consulting Ideas & Solutions PLLC – Cheryl Atherton, Edmond, OK

• CR Cline & Company LLC – Christina Cline, Seattle, WA

• Cytek Corporation – Judy Best / Rick Bernauer, Kansas City, MO

• D’Amore Consulting LLC – Monica D’Amore, Cherry Hill, NJ

• Donald J Coker – Donald Coker, Strafford, NH

• Greentree Solutions LLC – Norman Calderon, El Segundo, CA

• Law Firm Automation Inc – Cathy Prichard, Kirkland, WA

• Legal Data Management & Technology Inc – De Etta Holder, Andover, MN

• Legal Software Services LLC – Judy Lassek, Scottsdale, AZ

• Legal Software Solutions – Edie Zimmerman, Centerpoint, IN

• Resource Advisors – Harry Salavantis, Albany, NY

• River Run Computers Inc – Renee Kodner, Milwaukee, WI

• Solfecta LLC – Katrina Jasaitis / Jeff Krause, Chicago, IL

• Spillman Technology Solutions – Craig Spillman, Aurora, CO

• The Garver Group Inc – Phil Garver, Voorhees, NJ

2015 Tabs3 and PracticeMaster Reseller Awards

Jan 12

Posted by Joe Abler in PR / Announcements | No Comments

It is once again time to recognize the highest performing members of our channel during the past year. Here are the 2015 Tabs3 and PracticeMaster Reseller Award winners:

PracticeMaster Reseller of the Year

1)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)      Norman Calderon, Greentree Solutions LLC (El Segundo, CA)

2)      Kate Jasaitis and Jeff Krause, Solfecta LLC (Waterford, WI and Chicago, IL)

Tabs3 Billing Reseller of the Year

1)      Edie Zimmerman, Legal Software Solutions (Lake Worth, FL and Centerpoint, IN)

1)      Jim Degnan, CompassPOINT Legal (Jacksonville, FL)

2)      Bill Baker, Baker+Cadence | Solutions (Hollister, CA and Fountain Valley, CA)

Platinum Reseller of the Year

1)      Bill Baker, Baker+Cadence | Solutions (Hollister, CA and Fountain Valley, CA)

2)      Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)

3)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

Reseller of the Year

1)      Britt Lorish, Sandy Adams, Steven Best, Debbie Foster and staff, Affinity Consulting Group (Roanoke, VA; Coral Gables, FL; Alpharetta, GA; and Largo, FL)

2)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

3)      Bill Baker, Baker+Cadence | Solutions (Hollister, CA and Fountain Valley, CA)

Congratulations to Britt, Sandy, Steven, Debbie and the Affinity team, and all of the other resellers recognized for having such an outstanding 2015.

 

Here are our 2015 Single Site Reseller Award winners:

 

Single Site PracticeMaster Reseller of the Year

1)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)      Norman Calderon, Greentree Solutions LLC (El Segundo, CA)

3)      Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)

Single Site Tabs3 Billing Reseller of the Year

1)      Jim Degnan, CompassPOINT Legal (Jacksonville, FL)

2)      Norman Calderon, Greentree Solutions LLC (El Segundo, CA)

3)      Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)

Single Site Platinum Reseller of the Year

1)      Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)

2)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

3)      Judy Best and Rick Bernauer, CyTek Corporation (Kansas City, MO)

Single Site Reseller of the Year

1)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)      Jim Degnan, CompassPOINT Legal (Jacksonville, FL)

3)      Cathy Prichard, Law Firm Automation Inc (Kirkland, WA)

 

Congratulations to Paul Purdue, and our other single site award honorees.

 

We look forward to recognizing all of you in Lincoln during the awards banquet at this year’s Forum. Make sure to save the date, April 29-30.

Thanks to each of you for all the great work you do every year with Tabs3 and PracticeMaster clients. We hope that together we build on 2015, and make 2016 the best year yet for your business, and for Tabs3 and PracticeMaster.

Sunset of Version 15.3 Reminder

Jan 12

Posted by Joe Abler in General | No Comments

As a reminder effective June 1, 2016, we will no longer support version 15.3 of Tabs3 and PracticeMaster software. Knowledge Base article R11050 provides additional information about the product life cycle of Tabs3 and PracticeMaster software.

Please advise clients using version 15.3 that they will need to update in order to receive support after June 1 of this year.  We stopped selling version 15.3 in March 2011, so it will have been supported for nearly five years.

Monthly User Newsletters will include reminders on the sunsetting of version 15.3, and clients using version 15.3 will be reminded when they speak with a Technical Support Representative.  Please contact the Sales Departments for update pricing information, or to place an order.

Conversion Staff Available

Jan 12

Posted by Joe Abler in General | No Comments

If you have prospects interested in having data converted to the current version of Tabs3 and PracticeMaster, let us know. As a reminder, we have experienced conversion programmers on staff who can help.

To get a quote, schedule a conversion, or for more information about working with our conversion programmers, contact our Sales Department at 402-419-2200.

Shipping Charges for 2016

Jan 12

Posted by Joe Abler in General | No Comments

We recently made minor changes to shipping costs to adjust for price increases by UPS. Below are new shipping costs for COD and prepaid letters.

Please contact a member of the Sales Department at 402-419-2200 to verify prices such as any order containing multiple CDs or conversion instructions, Saturday delivery, or shipping beyond the lower 48 states.

COD Letters
UPS Ground (3 – 5 business days) $24
UPS Blue (2 day air) $40
UPS Red (overnight) $55

Prepaid Letters (credit card or prepaid company check orders)
UPS Ground (3 – 5 business days) $14
UPS Blue (2 day air) $30
UPS Red (overnight) $45

COD Packages
UPS Ground (3 – 5 business days) $24
UPS Blue (2 day air) $40
UPS Red (overnight) $80

Prepaid Packages (credit card or prepaid company check orders)
UPS Ground (3 – 5 business days) $14
UPS Blue (2 day air) $30
UPS Red (overnight) $70