Consultant eNews

News and Resources for Consultants

Archive for January, 2019

Collaboration Database Reminder

Jan 24

Posted by Joe Abler in General | No Comments

It’s a new year and a good time to remind everyone about our collaboration database. This database contains numerous consultants who offer a wide variety of specializations including Tabs3 and PracticeMaster, accounting, 3rd party integrations, Worldox, Outlook, SQL assistance, knowledge about competition, and much more. If you’re not already familiar with your peers in our consultant channel and would like expert knowledge in a specific area, we’re happy to connect you.

If you wish to be added to the collaboration database, simply take the Consultant Collaboration Survey. Contact Joe to update your profile if you’ve acquired new skills or advanced knowledge that you would like to be added to the database.

2019 Forum

Jan 23

Posted by Joe Abler in Forum | No Comments

Mark your calendar for the 2019 Forum! The Forum will be held Friday March 29, to Saturday March 30 at the Embassy Suites in downtown Lincoln. We would encourage you to arrive early on Thursday the 28th if possible to attend the Deep Dive into CosmoLex session from 1:00 to 4:00. Click here for details and registration.

Take this opportunity to learn more about Tabs3 Software products. You’ll also get to share ideas in addition to meeting and communicating with Tabs3 staff. You’ll be glad you did!

Platinum and Platinum SQL Net 30 Promotions

Jan 18

Posted by Joe Abler in General, Tips | No Comments

As a reminder, we continue to offer a Net 30 promotion allowing firms to upgrade to Platinum without spending money up front. This offer is available for current users upgrading to Platinum, or Platinum SQL.  You can even add Tabs3 Connect subscriptions to the order. This is a perfect way for firms to test these advanced products.  Check out our Knowledge Base Article Platinum Version Net 30 Trial Plan for additional information.  If you have questions about the Net 30 terms, please contact the Sales Department.

2018 Tabs3 and PracticeMaster Consultant Awards

Jan 9

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 2018 Tabs3 and PracticeMaster Consultant Award winners:

PracticeMaster Consultant of the Year

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

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

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

Tabs3 Billing Consultant of the Year

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

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

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

Platinum Consultant of the Year

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

2)      Edie Zimmerman, Legal Software Solutions (Brazil, IN; Miramar, FL)

2)      Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)

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

Consultant of the Year

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

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

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

Congratulations to Britt, Steven, Debbie, the Affinity team, and all of the other consultants recognized for having such an outstanding 2018.

Here are our 2018 Single Site Consultant Award 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)

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

Single Site Tabs3 Billing Consultant of the Year

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

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

3)      Brigitte Schaffner, MBA Consultants (Rye Brook, NY)

Single Site Platinum Consultant of the Year

1)      Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)

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

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

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

3)      Judy Lassek, Legal Software Services LLC (Scottsdale, AZ)

Single Site Consultant of the Year

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

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

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

Congratulations to Monica D’Amore, 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, March 29-30, 2019.

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 2018, and make 2019 the best year yet for your business, and for Tabs3 and CosmoLex software.

President’s Circle Members for 2019

Jan 9

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 2019. In addition to using the 2019 President’s Circle logo, members of the President’s Circle also have their fee waived to attend our 2019 Forum.

 

Here are the members of the 2019 President’s Circle in alphabetical order:

• Affinity Consulting Group – Britt Lorish, Daleville, VA; Steven Best, Alpharetta, GA; Debbie Foster, Largo, FL

• Attorney Computer Systems – Paul Purdue, Dundee, MI

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

• Beyond Square One – Donna Brown and Amy Crump, Blanchard, OK

• Chataignier Consulting & Software – Misty Callicott, Fort Worth, TX

• CompassPOINT Legal – Jim Degnan, Jacksonville, FL

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

• CR Cline & Company LLC – Christina Cline, Des Moines, WA

• CyTek Corporation – Judy Best and 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, St Michaels, MD

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

• Law Firm Automation Inc. – Cathy Prichard, Eatonville, WA

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

• Legal Software Solutions – Edie Zimmerman, Brazil, 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 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 pre-release 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!

Platinum Server Cache Optimization

Jan 8

Posted by Dawn Bevans in General, Technical | No Comments

This afternoon we posted a Version 19 update to optimize the Server Cache settings in the Platinum Server Configuration file.

To take advantage of this optimization, all Platinum firms should download and install version 19.1.7.709. Please note, this update requires all users to exit the software and must be performed at the server.

Proper server cache configurations can have a great impact on Tabs3 software performance and, over time, firms may need to change their Platinum Server Cache settings in order to accommodate increased data sizes. We recommend taking this opportunity to review the current settings in System Configuration. Select Platinum | Platinum Server Configuration, then select the Server Cache tab. Knowledge Base Article R11644, “CTSRVR.CFG Configuration File,” provides guidance for these settings.

If you have any questions, you can contact our Support Team at 402-419-2210.

Shipping Charges for 2019

Jan 4

Posted by Joe Abler in General | No Comments

We recently made minor changes to shipping costs to adjust for price increases by UPS. Most orders are 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) $28
UPS Blue (2 day air) $48
UPS Red (overnight) $64

Prepaid Letters (credit card or prepaid check orders)
UPS Ground (3 – 5 business days) $18
UPS Blue (2 day air) $38
UPS Red (overnight) $54

COD Packages
UPS Ground (3 – 5 business days) $28
UPS Blue (2 day air) $48
UPS Red (overnight) $95

Prepaid Packages (credit card or prepaid check orders)
UPS Ground (3 – 5 business days) $18
UPS Blue (2 day air) $38
UPS Red (overnight) $85

Version 19 Videos

Jan 2

Posted by Dawn Bevans in General | No Comments

We are currently in the process of making new training videos for Version 19. In addition to adding content for our new features, we will also be updating the overall look and sound of our videos moving forward! However, please keep in mind that although the appearance of Version 19 has changed, the concepts of the Version 18 videos are still relevant. We will maintain a link to the Version 18 videos from the Version 19 Training Videos page.

Beginning with Version 19, we are also hosting our training videos on YouTube. Check out R11777, “All About Training Videos,” to see how you and your clients can easily access videos.

The following videos are currently available on our YouTube channel:

  • What’s New in Tabs3 Version 19
  • Customizing & Using Quick Launch
  • Using and Customizing My Actions
  • Tabbed Mode Splitscreen
  • Getting Paid Using Online Payments
  • Easy Filing 1099s Using Tabs3 E-file
  • Using the Recap of Hours

Make sure to subscribe to our YouTube channel to be the first to know when new videos are uploaded!