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Archive for April 10th, 2019

2019 Forum

Apr 10

Posted by Joe Abler in Forum | No Comments

That’s a wrap! And just like that, the 2019 forum is over, putting an end to the “fastest weekend of the year”. It was great to have so many of you here working to grow and share your skills as Tabs3 Software and CosmoLex consultants. We very much appreciate so many of you that took the time to share your experiences and expertise by presenting at sessions and networking with your peers.

As much work as forum production is, it’s just as much work after it’s all done. You’ll notice many of our staff in attendance at the sessions. They’re generating pages and pages of notes and intently listening to feedback from all of you. Your candid advice and opinions are extremely valuable when considering the roadmap for Tabs3 and CosmoLex. It’s all used to better the software, procedures, and communications.

Thanks to everyone who participated in the 2019 Forum. You all helped make it a big success!

Speakers

  • Caren Schwartz – Time & Cents Consultants LLC
  • Steve Best – Affinity Consulting Group, LLC
  • Erica Birstler – CosmoLex
  • Ronny Loew – ProCirrus
  • Dominic Morinelli – TECHNOLAW
  • Britt Lorish – Affinity Consulting Group, LLC
  • Paul Purdue – Attorney Computer Systems
  • Monica D’Amore – D’Amore Consulting LLC

Tabs3 Game Night Participants

Team Doug

  • Britt Lorish – Affinity Consulting Group, LLC (overall champ!)
  • Ron Sunker – TLC Systems Inc
  • Norman Calderon – Greentree Solutions LLC
  • Judy Best – CyTek Corporation (runner up)

Team Joe

  • Paul Purdue – Attorney Computer Systems
  • Christina Cline – C.R. Cline & Company LLC
  • Craig Spillman – Spillman Technology Solutions, Inc.
  • Arita Damroze – AB Sims LLC

Don’t Forget about Subscriptions!

Apr 10

Posted by Joe Abler in Tips | No Comments

While at the forum a few consultants mentioned they’d forgotten about Tabs3 Software subscriptions. With subscriptions, firms can pay for Platinum monthly instead of incurring up-front license or maintenance renewal costs. It’s become popular with solo and small firms and we’ve recently seen an uptick in subscription sales. Don’t forget, existing Tabs3 Software firms on maintenance are entitled to a 25% discount in year one, 15% in year two.

Subscription pricing is an inexpensive way for firms to take advantage of advanced features such as Tabs3 Connect, HotBackup, and more. You should market smaller firms for Platinum subscription upgrades and lost leads for new Platinum subscription sales. You can locate these firms in your QBR on the Account Data and Lead Data tabs.

To assist with your subscription marketing efforts, two PDFs are available on eNews under Tabs3 | Tabs3 Marketing | Flyers & Whitepapers. New Clients can be shared with new prospects while Existing Clients can be shared with existing customers on maintenance.

 

2019 Forum Pictures

Apr 10

Posted by Joe Abler in Forum | No Comments

Affinity Consulting Group members accept three awards including Consultant of the Year.

Affinity Consulting Group members accept three awards including Consultant of the Year.

Charlotte Quiroz and Van Swearingen gladly accept Tabs3 Billing Consultant of the Year on behalf of Baker + Cadence Solutions.

Charlotte Quiroz and Van Swearingen gladly accept Tabs3 Billing Consultant of the Year on behalf of Baker + Cadence Solutions.

Paul Purdue and Attorney Computer Systems crew accept Single Site PracticeMaster Consultant of the Year.

Paul Purdue and Attorney Computer Systems crew accept Single Site PracticeMaster Consultant of the Year.

Donald Coker was so excited to win Single Site Billing Consultant of the Year that he was nearly held speechless, but not quite.

Donald Coker was so excited to win Single Site Billing Consultant of the Year that he was nearly held speechless, but not quite.

Cathy Prichard is proud to win Single Site Platinum Consultant of the Year.

Cathy Prichard is proud to win Single Site Platinum Consultant of the Year.

Monica D’Amore’s hard work pays off winning Single Site Consultant of the Year!

Monica D’Amore’s hard work pays off winning Single Site Consultant of the Year!

Cathy Prichard presents Joe Abler with a horse’s behind trophy for being her biggest PITA for 2018.

Cathy Prichard presents Joe Abler with a horse’s behind trophy for being her biggest PITA for 2018.

Jenny Policky and Chris Ames take an opportunity to pose in front of STI’s 40th anniversary banner.

Jenny Policky and Chris Ames take an opportunity to pose in front of STI’s 40th anniversary banner.

Platinum Demo Software Available

Apr 10

Posted by Joe Abler in General | No Comments

Don’t forget that Platinum demo software is available to all certified consultants at no charge. In fact, certified consultants are entitled to two sets of software. One can be used to manage your in-house books, billing, calendar, etc., the other to be used for demonstration purposes. Please contact us in the Sales Department if you have questions about NFR software licenses. Contact Doug Kocian if you have questions about reaching certification.