Consultant eNews

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Archive for March, 2016

New Knowledge Base Articles

Mar 22

Posted by Joe Abler in Knowledge Base | No Comments

These new Knowledge Base articles have been posted. The most recently published articles can always be found on the front page of the KB under the New Articles section.

R11684 – Tabs3 Device Interface Instructions

This article contains all Tabs3 Device Interface formats. To the right, there is a Format Selection box, allowing you to quickly view instructions for individual formats without needing to scroll through the article or view all formats.

R11686 – Configuring and Using ScanSnap

This article features information regarding how to set up PracticeMaster integration with Fujitsu ScanSnap scanners, troubleshooting information, and frequently asked questions.

R11696 – Sample Data and Starter Data Resources

This article includes a list of resources with information on the fields and data that are installed with the software.

R11697 – Report Finder: Info in Tabs3 Reports

This article categorizes Tabs3 version 18 reports by the type of information each report provides. Selecting one or more check boxes will show a filtered list with only the reports that provide that type of information.

R11702– Trumpet Symphony OCR

This article provides information on how Symphony OCR integrates with PracticeMaster.

 

ProPay Support and New Client Inquiry Information

Mar 10

Posted by Joe Abler in General | No Comments

With the release of Version 18.1, Tabs3 now integrates with ProPay for credit card processing. Below is some helpful information regarding ProPay.

How do I contact ProPay Customer Service?

You can contact ProPay Customer Service at [email protected] or by clicking the Technical Support link in the Credit Card Authorization window. ProPay customer service is available Monday through Friday from 7AM to 5PM MT, and you can typically expect a response within an hour (they tell us usually within 15 min). We recommend including your firm name as well as a phone number where you can be reached when submitting a support request.

Note: ProPay Customer Service is optimized to respond to Tabs3 firms’ support requests via the [email protected] email address. Attempting to contact ProPay by telephone is very likely to result in a significantly longer wait time.

How can I sign up to accept credit cards through ProPay?

If you are ready to sign up, visit Tabs3.com/ProPay. If you have questions about setting up a ProPay account, you can fill out the contact form on the signup page. It’s important to note that if a firm processes over $50k of transactions in a month, they will need to sign up through an underwriting process, but that should take less than 72 hours.

Looking Back on 30 Years of ABA TECHSHOW: An Interview with Dan Berlin

Mar 9

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

In preparation of ABA TECHSHOW, we submitted a guest blog post featuring Dan and his 30 years at TECHSHOW. He gives some great insight on how TECHSHOW and legal technology has changed over the past 30 years.

You can view it now on the Law Technology Today blog.

 

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Make Sure to Report Self-Generated Leads

Mar 4

Posted by Joe Abler in Marketing | No Comments

Be sure to let your sales rep know when you start working with a new lead that you’ve generated. You should do this for new prospects as well as for existing customers considering additional Tabs3 products or upgrades. Adding these firms into our database assures that they will be referred back to you should they contact us regarding services or purchasing.