It was another great year here at Forum!  Your feedback and input while here are vital to product development.  As you can tell by what you heard while here, we are listening!

Our ProfitSolv partners and guests are always amazed with this group’s range of expertise, the willingness to share experiences, collaborate, offer advice, and help others.  It’s always good to hear some say that this is their favorite industry event!

Many thanks to our speakers and guests who took the time to prepare and present.  Our attendees appreciate your experiences, industry knowledge and expertise.  You really helped make this event a success.

• Tabs3Pay – Jay Ablian, Kristy Mattson
• CosmoLex Product Update – Erica Birstler, Joyce Brafford
• Cross-Sell Update – Daniel Salpietra
• Consultant Success Stories – Bill Baker, John Crowe, Caren Schwartz
• Looking forward in CosmoLex – Erica Birstler, Pankaj Gupta
• Consulting Post-Covid – Bill Baker, Jenn Ramovs, Judy Best, Monica D’Amore

We look forward to having you back again next year!  We’ll share dates as soon as we have them.

It was good to see many of you back here in Lincoln again for Forum!  It’s always great to see the friendly faces I get to speak with throughout the year.  We greatly value the feedback you provide from your firsthand experiences in the field when you’re here.  We use it to prioritize enhancements, improve our software and integrations, and even make changes to improve the Forum experience.  

Forum time spent with friends and colleagues energizes us all!  The relationship building and comradery at this event is truly unmatched.  Awards night was already fun-filled, but having amazingly gifted musicians and performers entertain us really was the icing on the cake. 

We want to thank our presenters, speakers and live entertainers that helped make Forum such a success!  I also want to congratulate Steven Best for outsmarting (and outguessing) his peers to win top prize in the Two Truths and a Lie game show. 

Thanks to our presenters who shared experiences to help you sell and learn more about Tabs3 Billing software:

• Bill Baker
• Steven Best
• Amanda Tolstedt
• Britt Lorish
• Carl Mack

Thanks to our speakers and visitors who shared insight into ProfitSolv portfolio companies:

• Jay Ablian, EVP of Payments – [email protected]
• Bryan Droznes, Cross Sell & Partnerships – [email protected]
• Daniel Salpietra, LexShare Specialist – [email protected]
• Rich Moffat, Clearview Social Director of Sales – [email protected]
• Larry Port, Strategic Business Partner – [email protected]
• Erica Birstler, VP, Product Communications & Support – [email protected]
• Joyce Brafford, Account Executive for Enterprise and Partner Sales – [email protected]
• Janet Sala, Project Manager – [email protected]

Thanks to our live entertainers:

• Dominic Morinelli
• Ken Kennedy
• Steven Best

Come see us again next year at Forum!  Mark your calendars for Wednesday, Thursday and Friday, September 13-15!

It was great seeing so many of you here at the forum recently, in person!  It’s been far too long since we’ve seen your friendly faces and it was great to see the enthusiasm from those who attended.  Your input at this event is very much appreciated and your opinions and feedback are influential when it comes to making decisions about CosmoLex and Tabs3 Software enhancements, which we’re very excited about by the way!  Stay tuned, we’re also planning a “looking forward” virtual event next month to keep everyone updated on future enhancements.

Thanks to our speakers gracious enough to share experiences and vast industry expertise:

• Britt Lorish – Affinity Consulting Group, LLC
• Judy Lassek – Legal Software Services, LLC
• Jennifer Ramovs – Affinity Consulting Group, LLC
• Paul Purdue – Affinity Consulting Group, LLC
• Dominic Morinelli – Computer Network Services

Attendees also received introductions and overviews from our ProfitSolv business partners:

• Kelley Castell, ProfitSolv
• Daniel Jacobs, Law Ruler
• Larry Port, Rocket Matter
• Raza Hasan, TimeSolv
• Adrian Dayton, Clearview Social
• Chad Thomas, ImagineTime, ImagineShare and Mango Billing
• Ajay Khatri, CosmoLex
• Jay Ablian, Tabs3Pay/CosmoLexPay

Planning for next year’s Forum is already underway!

The 2020 Forum certainly had a different look and feel to it.  Although we didn’t get to see you here in person there were many silver linings.  Do you think we would have heard Jeff Levine break out into song in person?  We got to see many faces virtually with more than 70 consultants participating.

Below are just a few things we heard about the forum:

Judy Best – “It was so nice to see everyone again!  The remote access really went off without a hitch and we all behaved ourselves relatively well by not speaking over each other.”

Kate Heath – “The Software Technology team proved again that they adapt to the situation in which they find themselves and create the most positive outcome they can achieve, partnering technology and people.  It’s always inspiring to participate.”

Dominic Morinelli – “Have been attending for 30 years, and this year, even with all of its limitations, was one of the top two I have attended in terms of knowledge gained.”

Jeff Levine – “In spite of the challenging circumstances this year’s Forum was definitely worth attending.  And it set a high bar for any virtual conference to meet.  Just because we were virtual did not make us any less of a community.”

Special thanks to those of you that volunteered time and shared your expertise with others.  We appreciate all you did to help make this such a successful event.

Communication: From Lead to Loyal Client – Nancy Griffing, John Rock & Debbie Foster

How to Prepare For and Manage a Data Conversion – Monica D’Amore & Caren Schwartz

PracticeMaster Customization and WorkFlow Tips – Paul Purdue, Judy Lassek & Dominic Morinelli

PracticeMaster Integration with NetDocuments & Worldox – Bill Baker & Britt Lorish

Don’t Leave Money on the Table – Jordan Turk & Amanda Huyck (LawPay)

For those of you still wanting to view any of the forum session recordings be sure to do it soon because they won’t be available after the end of this month.  They’re here on eNews under the Forum tab until that time.  If you haven’t already returned a signed NDA and would like to view any of the recordings, let Joe know and he’ll coordinate it.

Although next year’s forum is likely to have a virtual component we anticipate hosting this event “as usual” in 2021.  We are moving it to the fall going forward however.  A forum in the fall will better coincide with our annual release.  Set your calendars now, next year’s forum is scheduled for Thursday and Friday, September 23^rd and 24^th.  I would expect there to be a CosmoLex session and a President’s Circle meeting on Wednesday the 22^nd.  We’ll see you then!

It’s never too early to set the date for the 2020 Tabs3 Forum! Days of the week are a little different than usual. The forum will be held Thursday and Friday, April 2^nd and 3^rd. Once again it will be held at the Embassy Suites in downtown Lincoln. Further details will follow but we wanted to make sure you put it on your calendar!

It’s a great opportunity to learn more about Tabs3 Software products from our staff and your peers. Come visit management, members of Marketing, Programming, QA, Training and Technical Support, and of course your favorite Sales Department members!