Consultant eNews

News and Resources for Consultants

Archive for January, 2018

Version 19 Pre-Release

Jan 26

Posted by Joe Abler in Marketing | No Comments

Soon we will solicit pre-release users for Version 19. We will begin by including an article in our upcoming online user newsletter to be published on February 1st. Firms who have opted in to receive our newsletter by email will receive a newsletter email notification on February 6th (i.e., the first Tuesday of the month). All firms will receive a notice about the newsletter’s availability on February 15th when starting Tabs3 software. The newsletter article will include information about features and provide a link to sign up for pre-release.

We’re very excited about this upcoming release! Stay tuned for information about signing up your own firms for pre-release.
 

  • Tabs3 Billing – Tabs3 Online Payments, Apply Payments to Multiple Matters, Credit Memos, Better Credit Handling, and more!
    New features include the ability to include a ProPay link with your emailed statements in order to receive online payments, the option to apply a single payment to multiple matters, a graphical recap of hours, reordering fees with the same date on statements, and printing a credit memo! Additionally, entering a credit for paid transactions will now automatically apply the credit to accounts receivable when the statement is updated!
  • PracticeMaster – Designate Restricted Fields, and more!
    New features include being able to prevent the editing of specific fields, a graphical recap of hours, and the ability to create journal records from multiple Outlook email messages at the same time!
  • General Ledger Software – Statement of Cash Flows Report and Advanced Client Costs Report!
    New features include a Statement of Cash Flows Report, which shows how changes in Balance Sheet and Income Statement accounts affect the firm’s cash flow; and an Advanced Client Costs Report, which makes it easier to reconcile advanced client costs between Tabs3, Accounts Payable (APS), and General Ledger (GLS)!
  • Accounts Payable Software – Designate Vendors and Bank Accounts as Inactive, EFT Transaction Type, and more!
    New features include the ability to mark vendors and bank accounts as inactive, record invoices that were paid electronically (EFTs), and more!
  • Trust Accounting Software – Designate Inactive Bank Accounts!
    New features include the ability to mark bank accounts as inactive.
  • All Tabs3 and PracticeMaster Software – New Font Face!
    Updated fonts with larger text provide a fresh clean look and greatly improves readability!

Shipping Charges for 2018

Jan 15

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. Most orders are now delivered electronically, so this won’t affect many of them.

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

COD Letters
UPS Ground (3 – 5 business days) $26
UPS Blue (2 day air) $45
UPS Red (overnight) $60

Prepaid Letters (credit card or prepaid check orders)
UPS Ground (3 – 5 business days) $16
UPS Blue (2 day air) $35
UPS Red (overnight) $50

COD Packages
UPS Ground (3 – 5 business days) $26
UPS Blue (2 day air) $46
UPS Red (overnight) $90

Prepaid Packages (credit card or prepaid check orders)
UPS Ground (3 – 5 business days) $16
UPS Blue (2 day air) $36
UPS Red (overnight) $80

President’s Circle Members for 2018

Jan 15

Posted by Joe Abler in PR / Announcements | No Comments

We want to take this opportunity to recognize a special group of consultants who have earned the distinction of President’s Circle for 2018. In addition to using the 2018 President’s Circle logo, members of the President’s Circle also have their fee waived to attend our 2018 Forum.

 

Here are the members of the 2018 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, Des Moines, WA

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

• D’Amore Consulting LLC – Monica D’Amore, Haddonfield, NJ

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

• DoxAdvisors LLC – John Rock, Cockeysville, MD

• 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, Glendale, WI

• Spillman Technology Solutions – Craig Spillman, Aurora, CO

• The Garver Group – Phil Garver, Voorhees, NJ

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

• Time & Cents Consultants LLC – Caren Schwartz, Fairfield, CT

 

To achieve President’s Circle recognition, Certified 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!

2017 Tabs3 and PracticeMaster Consultant 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 2017 Tabs3 and PracticeMaster Consultant Award winners:

PracticeMaster Consultant of the Year

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

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

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

Tabs3 Billing Consultant of the Year

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

2)      Britt Lorish, Steven Best, Debbie Foster and staff, Affinity Consulting Group (Daleville, VA; Alpharetta, GA; and Largo, FL)

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

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

3)      Edie Zimmerman, Legal Software Solutions (Centerpoint, IN and Miramar, FL)

Platinum Consultant of the Year

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

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

2)      Edie Zimmerman, Legal Software Solutions (Centerpoint, IN and Miramar, FL)

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

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

Consultant of the Year

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

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

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

Congratulations to Britt, Steven, Debbie and the Affinity team, and all of the other consultants recognized for having such an outstanding 2017.

 

Here are our 2017 Single Site Consultant winners:

 

Single Site PracticeMaster Consultant of the Year

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

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

2)      Steve Gallagher, Digital Network Solutions LLC (Gulfport, MS)

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

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

Single Site Tabs3 Billing Consultant of the Year

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

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

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

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

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

3)      Caren Schwartz, Time & Cents Consultants LLC (Fairfield, CT)

Single Site Platinum Consultant of the Year

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

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

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

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

3)      Christina Cline, CR Cline & Company LLC (Des Moines, WA)

Single Site Consultant 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 20-21, 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 2017, and make 2018 the best year yet for your business, and for Tabs3 and PracticeMaster.