Archive for January, 2017

Tabs3 Logo Shirts and Accessories are Available

Once again, Tabs3 logo shirts are available for order.  They are perfect attire for trade shows, meetings with potential customers, or the upcoming Forum! Each shirt is custom ordered and embroidered with our logo. In addition to logo shirts, various Tabs3 accessories are available such as blankets, cinch packs, and beach towels. Follow the link below for shirt and accessory options. To purchase, fax or email your order by February 28, 2017.

Order Form – https://www.tabs3.com/offers/reseller_items_for_order.pdf

New Additions to President’s Circle

As you know, the 2017 President’s Circle member list was posted last week. I would like to congratulate those who were not members of this prestigious group last year and reached this distinction for 2017. Be sure to congratulate them if you get an opportunity. The Forum is a great time to do so!

 

  • Steve Gallagher of Digital Network Solutions LLC in Gulfport, MS
  • Jeff Levine of The Systems Shop in New York, NY
  • Ileene Levine of Ileene K. Levine Consulting in Milwaukee, WI

Training Videos

Check out the new Training Videos

More new Training Videos

2016 Tabs3 and PracticeMaster Reseller Awards

It is once again time to recognize the highest performing members of our channel during the past year. Here are the 2016 Tabs3 and PracticeMaster Reseller Award winners:

PracticeMaster Reseller of the Year

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

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

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

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

3)      Harry Salavantis, Resource Advisors (Albany, NY and New York, NY)

Tabs3 Billing Reseller of the Year

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

2)      Don Grady, Business Assistants Inc (Spring Hill, FL)

3)      Harry Salavantis, Resource Advisors (Albany, NY and New York, NY)

Platinum Reseller of the Year

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

2)      Harry Salavantis, Resource Advisors (Albany, NY and New York, NY)

3)      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 (Daleville, 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 2016.

 

Here are our 2016 Single Site Reseller Award winners:

 

Single Site PracticeMaster Reseller of the Year

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

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

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

3)      Donald Coker, Donald J. Coker (Strafford, NH)

3)      Craig Spillman, Spillman Technology Solutions (Aurora, CO)

Single Site Tabs3 Billing Reseller of the Year

1)      Don Grady, Business Assistants Inc (Spring Hill, FL)

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

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

Single Site Platinum Reseller of the Year

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

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

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

3)      Ileene Levine, Ileene K Levine Consulting (Milwaukee, WI)

3)      Ken Kennedy and Laura Kennedy, Circle Management Group LLC (High Point, NC)

Single Site Reseller of the Year

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

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

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

 

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 21-22, 2017.

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 2016, and make 2017 the best year yet for your business, and for Tabs3 and PracticeMaster.

President’s Circle Members for 2017

PC2017We want to take this opportunity to recognize a special group of resellers and consultants who have earned the distinction of President’s Circle for 2017. In addition to using the 2017 President’s Circle logo, members of the 2017 President’s Circle also have their fee waived to attend our 2017 Forum.

 

 

Here are the members of the 2017 President’s Circle in alphabetical order:

 

• Affinity Consulting Group – Britt Lorish, Daleville, VA

• Attorney Computer Systems – Paul Purdue, Dundee, MI

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

• CompassPOINT Legal – Jim Degnan, Jacksonville, FL

• 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

• Digital Network Solutions LLC – Steve Gallagher, Gulfport, MS

• Donald J. Coker – Donald Coker, Strafford, NH

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

• Ileene K. Levine Consulting – Ileene Levine, Milwaukee, WI

• Lan-Tech Inc – David Moon, Marietta, GA

• 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, Glendale, WI

• Spillman Technology Solutions – Craig Spillman, Aurora, CO

• The Systems Shop – Jeff Levine, New York, NY

 

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.

 

Congratulations to everyone on your outstanding achievements!

Enhancement to CalendarRules Integration

We’ve added a new feature to make it easier to create Calendar Plans using CalendarRules integration. When selecting the trigger item for a new Calendar Plan, you can now enter any phrase, word, or partial word in the name of the trigger item. Doing so opens a Trigger Lookup window that shows every trigger item with that word or phrase. Previously you had to select from an alphabetical list of trigger names. This new feature makes it easier to find the trigger item you need, especially when dealing with courts that have dozens or hundreds of available rules. Firms transitioning from CompuLaw will also appreciate this feature because trigger names may not be exactly the same.

This new feature is available with 18.1.4.634 and later. You can learn more about CalendarRules integration in the following resources:

  • Knowledge Base Article R11713 – CalendarRules Integration Overview
  • Recorded Webinar – CalendarRules Integration with PracticeMaster – http://forms.tabs3.com/cr