We are pleased to announce that a new PracticeMaster WorkFlows Guide is now available. The PracticeMaster WorkFlows Guide has been created to help make WorkFlows less intimidating by providing ideas on how to use WorkFlows, a step-by-step walk-through for a sample WorkFlow, feature-by-feature information, and more. WorkFlows can be a powerful tool used to save time, help prevent tasks from slipping through the cracks, and reduce mistakes.

The new WorkFlows Guide is now available on our Documentation page at Tabs3.com/docs. Our Documentation page includes links for manuals, guides, report packs, training videos, and more. It’s a great way to learn our products, and a great resource for existing customers and prospects. Check it out!

We also wanted to let you know about another new resource for WorkFlows. Have you noticed the new Working with WorkFlows feature in the User Newsletter? This recently implemented newsletter feature focuses on WorkFlows every month by showcasing a walk-through of a WorkFlow with in-depth information on how WorkFlows work! We hope that this monthly feature will become a great resource for both new and seasoned users. You can view the Tabs3 newsletter at http://newsletter.tabs3.com.

As you know, one of the reasons ProPay was a great option for our clients and for you was because instead of being required to fill out a 200+ questionnaire every year in order to remain compliant and accept credits, there was either going to be no PCI compliance required or a simpler questionnaire.

Up until recently, there was no requirement to fill out any questionnaire, however, we were just informed that as of January 1, 2017, there will now be a simpler questionnaire to confirm compliance. You and your clients will be contacted over the next few months by ControlScan requiring completion of an SAQ-D compliance questionnaire, in addition to paying a $75 fee, to remain compliant and to continue accepting credit cards.

If you have any questions regarding the PCI compliance requirement, please contact your assigned TSYS merchant advocate or contact ProPay at [email protected].

As you know, the 2017 President’s Circle member list was posted last week. I would like to congratulate those who were not members of this prestigious group last year and reached this distinction for 2017. Be sure to congratulate them if you get an opportunity. The Forum is a great time to do so!

• Steve Gallagher of Digital Network Solutions LLC in Gulfport, MS
• Jeff Levine of The Systems Shop in New York, NY
• Ileene Levine of Ileene K. Levine Consulting in Milwaukee, WI

We’ve added a new feature to make it easier to create Calendar Plans using CalendarRules integration. When selecting the trigger item for a new Calendar Plan, you can now enter any phrase, word, or partial word in the name of the trigger item. Doing so opens a Trigger Lookup window that shows every trigger item with that word or phrase. Previously you had to select from an alphabetical list of trigger names. This new feature makes it easier to find the trigger item you need, especially when dealing with courts that have dozens or hundreds of available rules. Firms transitioning from CompuLaw will also appreciate this feature because trigger names may not be exactly the same.

This new feature is available with 18.1.4.634 and later. You can learn more about CalendarRules integration in the following resources:

• Knowledge Base Article R11713 – CalendarRules Integration Overview
• Recorded Webinar – CalendarRules Integration with PracticeMaster – http://forms.tabs3.com/cr

We recently made minor changes to shipping costs to adjust for price increases by UPS. Below are new shipping costs for COD and prepaid letters.

Please contact a member of the Sales Department at 402-419-2200 to verify prices such as any order containing multiple CDs or conversion instructions, Saturday delivery, or shipping beyond the lower 48 states.

COD Letters
UPS Ground (3 – 5 business days) $25
UPS Blue (2 day air) $42
UPS Red (overnight) $57

Prepaid Letters (credit card or prepaid company check orders)
UPS Ground (3 – 5 business days) $15
UPS Blue (2 day air) $32
UPS Red (overnight) $47

COD Packages
UPS Ground (3 – 5 business days) $25
UPS Blue (2 day air) $42
UPS Red (overnight) $82

Prepaid Packages (credit card or prepaid company check orders)
UPS Ground (3 – 5 business days) $15
UPS Blue (2 day air) $32
UPS Red (overnight) $72

We’re excited to announce that Version 18 was among the TL NewsWire Top 25 Products of 2016. Products are selected based on the popularity of their TL NewsWire article by the nearly 12,000 subscribers of TL NewsWire.

To view the TL NewsWire on Version 18, visit http://blog.technolawyer.com/2016/01/tabs3-version-18.html.

We will send an email to all leads (direct and reseller) on Wednesday, December 21. If you’d like to reach out to your leads about this exciting award, here is a quick email template you can use:

Email Template:

Good morning/afternoon,

I just got off the phone with Dan Berlin, President of Tabs3 software, and he wanted me to share some great news with you!

Version 18 of Tabs3 Software was just named among the top 25 products of 2016 by TechnoLawyer.  Products are selected based on the popularity of their TL Newswire article by the nearly 12,000 subscribers of TL NewsWire.

I’m honored to support products like Tabs3, and would love to show you its best features sometime soon.

If you’re interested in scheduling some time with me for a demonstration, let me know.

Thank you,

Your Name

Be sure to take advantage of the free recorded sessions of our reseller training videos before it’s too late. These recordings will only be available through the end of this year. If you would like to request these, send an email to [email protected] and we’ll provide the links that you need. The training sessions are listed below:

• Installing and Configuring Tabs3 Software
• Resource Discourse – An Overview of Knowledge Base
• What does it do? An overview of the Tabs3 suite of products
• Tabs3 Billing Procedures Overview
• The Power of PracticeMaster
• Integrating with Outlook and other 3rd party software
• Financial Software Integration Overview
• Customizing PracticeMaster

Year end is a great time to review your web site and marketing materials to be sure everything is up to date.  Make certain you’re using recent logos and proper branding for all products and services you represent.

Also, be sure to replace CompuLaw branding with CalendarRules in all your marketing materials so that your prospects are reviewing current information. Aderant is no longer updating nor supporting our CompuLaw Calendar Rules integration beyond 2016.

Our office will be closed at 4:00 p.m. Central Time on Friday, December 9th for our annual Holiday Party.