Consultant eNews

News and Resources for Consultants

Archive for August, 2019

2020 Pre-Release Signup

Aug 8

Posted by Joe Abler in General | No Comments

Want to get your customers signed up for Tabs3 Version 2020 Pre-Release? Simply add their firm information using our online form at Tabs3.com/prerelease, or email it to [email protected].

Below are just a few of the exciting new features that your customers and prospects will love:

• LawPay: A new option for credit card processing.

• Dashboards: New dashboards in Tabs3 Billing and Tabs3 Financials provide a quick update on the status of your firm.

• Positive Pay: Export from APS and TAS for fraud protection.

LawPay Integration in Version 2020 Pre-Release

Aug 8

Posted by Joe Abler in PR / Announcements | No Comments

We’re currently finalizing a new integration with LawPay that will be available as part of Version 2020 Pre-Release. As part of the joint venture, LawPay is offering Tabs3 certified consultants a free LawPay subscription ($180/year value). A fully-functioning LawPay account will make it easy for you to demo the integration. Plus, you can use it to accept payments yourself. You’ll only pay processing fees on live charges. To set up your account, contact [email protected]. To learn more about LawPay, visit lawpay.com.

New Transfer/Replicate Features Available in Tabs3

Aug 5

Posted by Joe Abler in PR / Announcements | No Comments

New features are available for Tabs3 users:

  • Added a Transfer button to the Fee and Cost Entry windows, allowing you to quickly transfer an existing transaction. When transferring, you can optionally update the rate to use the new client’s rate.
  • Added a Replicate button to the Fee and Cost Entry windows, allowing you to quickly make a copy of an existing transaction. When replicating, you can specify which client to copy to as well as optionally update the rate and amount.

This update was released on 7/23/19 in Version 19.1.11.1417.  You can read all of the latest Release Notes at https://support.tabs3.com/main/v19rn.htm.

NetDocuments Integration with PracticeMaster

Aug 1

Posted by Dawn Bevans in General, Technical | No Comments

NetDocuments is out of Pre-Release! NetDocuments integrates with PracticeMaster without requiring NDLink or an ODBC driver! Check out these great integration features:

  • Clients added or modified in PracticeMaster, Tabs3, or Trust Accounting are automatically synchronized to NetDocuments.
  • Performing a conflict of interest search in PracticeMaster can optionally include your NetDocuments repository.
  • Documents assigned to a client in NetDocuments can be accessed from the PracticeMaster Matter Manager and Client windows.

Download Version 19.1.12 to get all of the new NetDocuments features.

For more information on how NetDocuments integrates with PracticeMaster, see KB Article R11786, “NetDocuments Integration.”