Archive for category Forum

2012 Forum – The Sky is the Limit!

The “Sky is the limit” was our theme for the 2012 Forum, and for good reason.  Powerful new features coming soon will surely put everyone on cloud 9!  We’re very excited about Tabs3 Connect giving clients secure access to Tabs3 and PracticeMaster data from tablets, smartphones, as well as any web browser, and we hope you are too.

Many thanks to all who participated at the Forum, and not just our gifted speakers.  Classes and sessions are certainly informative, but relationship building is important too.  So many are willing to collaborate and share to help others, so thank you!  Below is a list of presenters we want to recognize for helping make this year’s Forum so successful.  For those of you that missed the Forum, stay tuned for information regarding version 16.2 training.

2012 Forum Speakers           

Britt Lorish – Affinity Consulting Group LLC (Roanoke)

Monica D’Amore – D’Amore Consulting LLC

Paul Purdue – Attorney Computer Systems

Sandra Adams – Affinity Consulting Group LLC (Miami)

Stacy Devlin – Affinity Consulting Group LLC (Roanoke)

Paul Mansfield – Paul Mansfield Consulting

Michelle Motyka – Affinity Consulting Group LLC (Miami)

Kate Jasaitis – The KCJ Consulting Co LLC

Dominic Morinelli – Computer Network Services

Judy Best – CyTek Corporation

Jim Degnan – Degnan & Associates

Judy Lassek – Legal Software Services

 

At the awards banquet, we also recognized resellers for top sales performances in the categories below.  Congratulations on their hard earned, well deserved accomplishments. 

  • Top PracticeMaster Unit Reseller – Britt Lorish and staff, Affinity Consulting Group (Roanoke)
  • Top Tabs3 Unit Reseller – Norman Calderon, Greentree Solutions LLC
  • Top Platinum Reseller – Harry Salavantis and Stephanie Cleveland, Resource Advisors
  • Reseller of the Year – Harry Salavantis and Stephanie Cleveland, Resource Advisors 

We’ll be at Embassy Suites again next year.  Stay tuned for dates, we’ll see you then!

Norman Calderon from Greentree Solutions gladly accepts his Tabs3 award.

Norman Calderon from Greentree Solutions gladly accepts his Tabs3 Reseller of the Year Award.

Stephanie Cleveland collected two awards, including this one, for Reseller of the Year.

Stephanie Cleveland of Resource Advisors collected two awards, including Platinum Reseller of the Year, and this one for Reseller of the Year.

Britt Lorish accepts the PracticeMaster award on behalf of Affinity Roanoke.

Britt Lorish accepts the PracticeMaster Reseller of the Year Award on behalf of Affinity Consulting Group (Roanoke).

Larry Booth explains to Rick Cloud, Ron Sunker, Donald Coker and Jennifer Ramovs how he is going to implement Tabs3 Connect.

Larry Booth explains to Rick Cloud, Ron Sunker, Donald Coker and Jennifer Ramovs how he is going to implement Tabs3 Connect.

2012 Reseller Forum is set!

Mark your PracticeMaster calendar, dates for the 2012 Reseller Forum are set!  The Forum will be held May 18-19 with pre-Forum scheduled for Thursday, May 17.  We are excited to announce a change in venue for next year.  The conference will be held at Embassy Suites in downtown Lincoln, which means even closer proximity to shops and restaurants.  Don’t miss out on this opportunity to learn and share ideas with your peers, and check out version 17!

2011 Forum – It’s How We Do It

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Paul Purdue accepts his Tabs3 award.

The 2011 Forum once again welcomed resellers from across the country.  “It’s How We Do It” was our theme for the Forum, but it’s how our resellers do it that helps make this event successful.  Many of you graciously share your ideas, solutions, skills and your time for the Forum.  Your cooperation helps new and veteran resellers alike make this a learning experience for everyone who attends.  Below is a list of presenters we want to recognize for helping make this year’s Forum so successful.


2011 Forum Speakers

Amanda Tolstedt – Law Tech Solutions Inc

Jim Degnan receives his PracticeMaster award.

Jim Degnan receives his PracticeMaster award.

Bill Baker – Baker + Cadence|Solutions

Britt Lorish – Affinity Consulting Group

David Moon – Lan-Tech, Inc.

Jeff Krause – Krause Practice Management, LLC

Judy Lassek – Legal Software Services

Monica D’Amore – D’Amore Consulting LLC

Norman Calderon – Greentree Solutions LLC

Paul Mansfield – Paul Mansfield Consulting

Paul Purdue – Attorney Computer Systems

Rick Bernauer – CyTek Corporation

Sandra Adams – Strategic Legal Technology Consultants

Stacy Devlin – Affinity Consulting Group

 

At the awards banquet we recognized the top WorkFlow finalists, and selected a winner.  All four WorkFlows were presented in a main session.  Sandy Adams presented the winning WorkFlow designed by Hazel Segall from Affinity Consulting Group.  It showcased many WorkFlow features by automatically taking care of a firm’s entire check list of what to do when adding a new contact.  Below are the other three finalists.

  • Judy Best – CyTek Corporation
  • David Moon –  Lan-Tech Inc
  • Paul Mansfield – Paul Mansfield Consulting

At the awards banquet, we also recognized resellers for top sales performances in the categories below.  Congratulations on their hard earned, well deserved accomplishments. 

  • Top PracticeMaster Unit Reseller – Jim Degnan, FJP Enterprises, Inc.
  • Top Tabs3 Unit Reseller– Paul Purdue & Mary Jo Blohm, Attorney Computer Systems.
  • Top Platinum Reseller – Harry Salavantis & Stephanie Cleveland, Resource Advisors.
  • Reseller of the Year – Harry Salavantis & Stephanie Cleveland, Resource Advisors. 

Get ready for a change in scenery!  Next year’s Forum will be held at the Embassy Suites in downtown Lincoln.  Stay tuned for dates.

2011 Forum

The 2011 Forum is only a few weeks away!  Sign up now so you don’t miss out on a terrific opportunity to learn in detail all the new Version 16 features, and better yet, how to use these to generate more sales and consulting work.  It’s the perfect time to speak with STI staff members from all departments, network with your peers, and have a good time.

The Forum will be held at The Cornhusker Marriott in Lincoln on Friday, March 25 and Saturday, March 26.  There will be a pre-forum presented by some of your peers Thursday afternoon, March 24th. 
 
For more details and registration regarding the Forum, click the link below or e-mail sales at [email protected]:
 
http://2011forum.eventbrite.com/
 
If you would like to attend, or have questions about the pre-forum on Thursday, please contact Michelle Motyka at [email protected].

Forum WorkFlow Contest Information

Description:

The WorkFlow Contest is designed to encourage resellers and consultants to expand their understanding of the power that WorkFlows can have for PracticeMaster clients.

Contest Rules:

Each Reseller or Consultant shall submit one WorkFlow per e-mail to our judging panel (to [email protected]) by February 28, at 4:00 PM.  We ask that each company submit no more than 2 entries.  Each entry submitted shall include an export file with the WorkFlow, a listing of any additional fields that need to be added to a file (or an AOP export, for WorkFlows involving custom changes or custom AOPs), a brief summary of the benefits or reason for the WorkFlow, and the steps necessary to activate the WorkFlow.   

After the WorkFlows have been received, our committee will install and review all submissions. Each submission will be considered based on originality, usefulness, and ROI.

The finalists (top 3-5 entrants) will be notified a week prior to the Forum, and given 10 minutes to demonstrate their WorkFlow during the first day of the Forum.  This demonstration will be held in the main room, and all attendees will get a chance to vote for the winning WorkFlow. 

Prize:

All finalists will receive: 

  • Praise and adoration from their peers
  • A certificate listing their achievement
  • A listing on the eNews website, indicating what their WorkFlow can do, along with contact information for that reseller

The winner will receive:

  • Praise and adoration from their peers
  • A certificate listing their achievement
  • A listing on the eNews website, indicating what their WorkFlow can do, along with contact information for that reseller
  • A special prize

If you would like information about the Forum, or are ready to sign up, please visit http://2011forum.eventbrite.com/.

2010 Reseller Forum – Reliable Software Trusted Service!

Sandy and Michelle accept more hardware

Sandy and Michelle accept more hardware

This year we were joined at the Forum by a multitude of legal industry specialists who all helped to make the 2010 Forum highly successful.  Reliable Software, Trusted Service rang as the theme throughout the weekend.   First timers heard about our excellent support while experienced veterans shared stories of clients successfully using Tabs3 longer than some of our employees have been walking and talking.  Thanks to all of you that volunteered to share your talents, knowledge and expertise with your peers.  Below is a list of presenters that stepped up to help make the Forum so successful.

 

2010 Forum Speakers

Stacy Devlin – Affinity Consulting Group

Paul Purdue – Attorney Computer Systems

Mary Jo Blohm – Attorney Computer Systems

Bill Baker – Baker + Cadence|Solutions

Cheryl Atherton – Consulting Ideas & Solutions LLC

Christina Cline – CR Cline & Company LLC

Rick Bernauer – CyTek Corporation

Misty Callicott – Estate Paralegals

Jim Degnan – FJP Enterprises, Inc.

David Moon – Lan-Tech, Inc.

Judy Lassek – Legal Software Services

Paul Mansfield – Paul Mansfield Consulting

Sandra Adams – Strategic Legal Technology Consultants

Michelle Motyka – Strategic Legal Technology Consultants

 

At the Awards Banquet we recognized outstanding sales efforts in 2009.  Sandy Adams got plenty of practice giving acceptance speeches and posing for pictures as she accepted three of the four sales awards, including Reseller of the Year.  Sandra and her team, Michelle Motyka and Hazel Segall had an excellent year selling Tabs3 and PracticeMaster Software.  Hats off to our top CSV Reseller for 2009 as well – Britt Knuttgen and team at Affinity Consulting Group.  Congratulations on their hard earned, well deserved accomplishments.  Listed below are the specific awards and recipients for top sales performances in 2009. 

 

  • Top PracticeMaster Unit Reseller – Sandra Adams and team, Strategic Legal Technology Consultants.
  • Top Tabs3 Unit Reseller- Sandra Adams and team, Strategic Legal Technology Consultants.
  • Top Client Server Reseller – Britt Knuttgen and team, Affinity Consulting Group.
  • Reseller of the Year – Sandra Adams and team, Strategic Legal Technology Consultants. 

Set the date!  Next year’s Forum will be held March 25th and 26th here in Lincoln.  We look forward to having you all back.

Stacy Devlin from Affinity Consulting Group accepts a CSV sales award

Stacy Devlin accepts a CSV sales award

Save the Date!

The 2010 Forum will be here before you know it, and get ready to be wowed!  With all the new Version 16 features being shown, this forum is one of the most anticipated ever.  Stay tuned for your formal invitation later this month.

The upcoming Reseller Forum will be held Friday, April 30th and Saturday, May 1, once again at the Cornhusker Marriott in Lincoln.  The Pre-Forum will be held Thursday afternoon and will be directed by Paul Mansfield.  If you have ideas or suggestions for Paul, or wish to help, he can be reached via e-mail at [email protected].

Save the date!

Save the date for the 2010 Reseller Forum! This year’s Forum will be held in Lincoln on Friday, April 30 and Saturday, May 1 at The Cornhusker Marriott Hotel.  The Forum will include product training on Version 16 features including WorkFlows, Contact Management changes and new statement e-mailing capabilities.  You will also have the opportunity to participate in the prioritization of future development.  Stay tuned for upcoming information regarding break out topics and early bird specials.  We look forward to having you all again, right here in beautiful downtown Lincoln Nebraska!