That’s it for 2022.  As always, it was another great year for our consultants.  We appreciate all you do to support and sell Tabs3 software.  Bring on 2023, let’s make it the best year ever! 

Below are your 2022 Tabs3 Software Consultant award winners.

2022 Consultant of the Year

1)     Britt Lorish, Steve Best, Debbie Foster and staff, Affinity Consulting Group (Daleville, VA; Alpharetta, GA; Largo, FL)

2)     Judy Best & Rick Bernauer, CyTek Corporation (Kansas City, MO)

3)     Judy Lassek, Legal Software Services LLC (Scottsdale, AZ)

  Honorable Mention:

• Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)
• Harry Salavantis, Resource Advisors (Albany, NY)

Tabs3 Billing Consultant of the Year

1)     Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)

2)     Judy Best & Rick Bernauer, CyTek Corporation (Kansas City, MO)

3)     Ileene Levine, Ileene K Levine Consulting (Milwaukee, WI)

3)     Judy Lassek, Legal Software Services (Scottsdale, AZ)

3)     Edie Zimmerman, Legal Software Solutions (Brazil, IN)

  Honorable Mention:

• Nancy Griffing, 35-45 Consulting (Houston, TX)
• Christina Cline, CR Cline & Company LLC (Normandy Park, WA)

PracticeMaster Consultant of the Year

1)     Bill Baker, Baker + Cadence Solutions (Hollister, CA)

2)     Christina Cline, CR Cline & Company LLC (Normandy Park, WA)

3)     Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)

  Honorable Mention:

• Nancy Griffing, 35-45 Consulting (Houston, TX)
• Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)
• Ileene Levine, Ileene K Levine Consulting (Milwaukee, WI)
• Judy Lassek, Legal Software Services (Scottsdale, AZ)
• Donna Brown & Amy Crump, Software@Law Inc. (Blanchard, OK)

Platinum Consultant of the Year

1)     Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)

2)     Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)

3)     Judy Best & Rick Bernauer, CyTek Corporation (Kansas City, MO)

  Honorable Mention:

• Bill Baker, Baker + Cadence Solutions (Hollister, CA)

Congratulations everyone on your awards!

• 35-45 Consulting – Nancy Griffing, Houston, TX
• Affinity Consulting Group – Britt Lorish, Daleville, VA; Steve Best, Alpharetta, GA; Debbie Foster, Largo, FL
• Baker + Cadence | Solutions – Bill Baker, Hollister, CA
• Beyond Square One – Donna Brown / Amy Crump, Blanchard, OK
• Chataignier Consulting & Software – Misty Callicott, McKinney, TX
• Circle Management Group Ltd. – Laura Kennedy / Ken Kennedy, High Point, NC
• Consulting Ideas & Solutions PLLC – Cheryl Atherton, Edmond, OK
• CR Cline & Company LLC – Christina Cline, Normandy Park, WA
• CyTek Corporation – Judy Best / Rick Bernauer, Kansas City, MO
• D’Amore Consulting LLC – Monica D’Amore, Haddonfield, NJ
• Donald J. Coker – Donald Coker, Strafford, NH
• Greentree Solutions LLC – Norman Calderon, El Segundo, CA
• Ileene K. Levine Consulting – Ileene Levine, Milwaukee, WI
• Law Firm Automation Inc. – Cathy Prichard, Eatonville, WA
• Legal Software Services LLC – Judy Lassek, Scottsdale, AZ
• Legal Software Solutions – Edie Zimmerman, Brazil, IN
• Resource Advisors – Harry Salavantis, Albany, NY
• Spillman Technology Solutions – Craig Spillman, Aurora, CO

We want to recognize consultants who reached growth incentive awards!  Certified consultants that eclipse their previous three years’ sales average by 10% or 20% earn a bonus at year-end.  Those reaching the 10% threshold receive an additional 1% on all sales placed during the year, while those hitting the 20% threshold earn an additional 3%.  Congratulations to everyone on your achievement!

• 35-45 Consulting – Nancy Griffing
• Affinity Consulting Group – Britt Lorish, Steven Best, Debbie Foster
• BCK Inc – Cindy Krusenklaus
• Circle Management Group Ltd – Laura Kennedy / Ken Kennedy
• CR Cline & Company LLC – Christina Cline
• CyTek Corporation – Judy Best / Rick Bernauer
• D’Amore Consulting LLC – Monica D’Amore
• Heath & Ross – Kate Heath
• Ileene K Levine Consulting – Ileene Levine
• Information Technology Associates Inc – John Crowe
• Legal Software Connection Inc – Frank Jones
• Legal Software Services LLC – Judy Lassek
• OTB Consulting – Bob McNeill
• PC Support Inc – Nancy Childerston
• River Run Computers Inc – Renee Kodner
• Solutions Oriented Systems Inc – Mohammad Khorasani

• 35-45 Consulting – Nancy Griffing, Houston, TX
• Affinity Consulting Group – Britt Lorish, Daleville, VA; Steven Best, Alpharetta, GA; Debbie Foster, Largo, FL
• Baker + Cadence | Solutions – Bill Baker, Hollister, CA
• Beyond Square One – Donna Brown / Amy Crump, Blanchard, OK
• Circle Management Group Ltd. – Laura Kennedy / Ken Kennedy, High Point, NC
• Computer Network Services – Dominic Morinelli, Grosse Pointe Park, MI
• Consulting Ideas & Solutions PLLC – Cheryl Atherton, Edmond, OK
• CR Cline & Company LLC – Christina Cline, Normandy Park, WA
• CyTek Corporation – Judy Best / Rick Bernauer, Kansas City, MO
• D’Amore Consulting LLC – Monica D’Amore, Haddonfield, NJ
• Donald J. Coker – Donald Coker, Strafford, NH
• DoxAdvisors LLC – John Rock, St Michaels, MD
• Greentree Solutions LLC – Norman Calderon, El Segundo, CA
• Law Firm Automation Inc. – Cathy Prichard, Eatonville, WA
• Legal Software Services LLC – Judy Lassek, Scottsdale, AZ
• Legal Software Solutions – Edie Zimmerman, Brazil, IN
• Resource Advisors – Harry Salavantis, Albany, NY
• Spillman Technology Solutions – Craig Spillman, Aurora, CO
• The Systems Shop – Jeff Levine, New York, NY

Certified consultants recently heard from Bruce Policky about how they can win an all-expense paid trip based on credit card processing volume through Tabs3Pay, CosmoLexPay, TimeSolv Pay, Rocket Matter Pay, and Mango Payments (“ProfitSolv Payments”).  Total processed charges in the 1^st quarter of 2022 from the prospects you sign up between now and year-end will be used to determine the winners.  Bruce’s email dated 10/28 has all the particulars including sign-up, activation and processing period details. 

Certified consultants of Tabs3 and CosmoLex are eligible for the promotion.  To register clients for this contest, consultants must submit the merchant lead form (click link here) to the ProfitSolv Payments team for each Referral during the Activation Period.  If you have questions about reaching certification please contact Doug Kocian in the Tabs3 Sales Department.

If you’re not interested in winning a free trip valued at over $3,000 to one of America’s finest resorts in Palm Beach Florida, please consider adoption and give it to me!

Contest winners will be announced at the Tabs3 Spring Forum in April.   

Many of you were able to meet Tarun Kundhi at our recent forum.  He replaced Scott Baird in June as our Director of Operations and we are lucky to have him onboard.

Tarun brings fresh ideas and looks forward to working with our consultant channel.  His email address is  [email protected].

Welcome Tarun!

We want to take this opportunity to recognize a special group of consultants who have earned the distinction of President’s Circle for 2021. In addition to using the 2021 President’s Circle logo, members of the President’s Circle also have their fee waived to attend our 2021 Forum.

Here are the members of the 2021 President’s Circle in alphabetical order:

• Affinity Consulting Group – Britt Lorish, Daleville, VA; Steven Best, Alpharetta, GA; Debbie Foster, Largo, FL
• Baker + Cadence | Solutions – Bill Baker, Hollister, CA
• Beyond Square One – Donna Brown / Amy Crump, Blanchard, OK
• Changing Technologies Solutions LLC, Nancy Griffing, Houston, TX
• Circle Management Group Ltd. – Laura Kennedy / Ken Kennedy, High Point, NC
• Computer Network Services – Dominic Morinelli, Grosse Pointe Park, MI
• Consulting Ideas & Solutions PLLC – Cheryl Atherton, Edmond, OK
• CR Cline & Company LLC – Christina Cline, Des Moines, WA
• CyTek Corporation – Judy Best / Rick Bernauer, Kansas City, MO
• D’Amore Consulting LLC – Monica D’Amore, Haddonfield, NJ
• Donald J. Coker – Donald Coker, Strafford, NH
• Greentree Solutions LLC – Norman Calderon, El Segundo, CA
• Law Firm Automation Inc. – Cathy Prichard, Eatonville, WA
• Legal Software Services LLC – Judy Lassek, Scottsdale, AZ
• Legal Software Solutions – Edie Zimmerman, Brazil, IN
• Resource Advisors – Harry Salavantis, Albany, NY
• Spillman Technology Solutions – Craig Spillman, Aurora, CO
• TLC Systems Inc. The Legal Connection – Ron Sunker, Kingwood, TX

To achieve President’s Circle recognition, Certified Consultants must:

• Have strong new unit and upgrade sales.
• Provide feedback on developments and changes in our industry.
• Provide feedback on marketing concepts and ideas.
• Offer ideas for product enhancements.
• Participate in pre-release testing.
• Take part in trade shows or seminars in their area.
• Post articles and responses in industry listservs such as TechnoLawyer.
• Collaborate on articles, reviews, and case studies for industry publications.

Congratulations to everyone on your outstanding achievements!

A major change happened in the Tabs3 consultant family in 2020 as Attorney Computer Systems (Paul Purdue and staff) merged into Affinity Consulting Group to create quite a powerhouse. Given that their company structure and size is unlike the rest of the channel we have changed how we recognize our unit award winners this year. 

Below are your 2020 award winners!

Consultant of the Year for 2020

1)     Britt Lorish, Steven Best, Debbie Foster and staff, Affinity Consulting Group (Daleville, VA; Alpharetta, GA; Largo, FL)

2)     Harry Salavantis, Resource Advisors (Albany, NY)

3)     Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)

  Honorable Mention:

            Donna Brown & Amy Crump, Beyond Square One (Blanchard, OK)

            Edie Zimmerman, Legal Software Solutions (Brazil, IN)

Tabs3 Billing Consultant of the Year

1)     Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)

2)     Harry Salavantis, Resource Advisors (Albany, NY)

3)     Judy Best & Rick Bernauer, CyTek Corporation (Kansas City, MO)

  Honorable Mention:

            Edie Zimmerman, Legal Software Solutions (Brazil, IN)

            Mohammad Khorasani, Solutions Oriented Systems Inc. (Seattle, WA)

PracticeMaster Consultant of the Year

1)     Harry Salavantis, Resource Advisors (Albany, NY)

2)     Edie Zimmerman, Legal Software Solutions (Brazil, IN)

3)     Bill Baker, Baker + Cadence Solutions (Hollister, CA)

  Honorable Mention:

            Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)

            Laura Kennedy & Ken Kennedy, Circle Management Group Ltd. (High Point, NC)

Platinum Consultant of the Year

1)     Harry Salavantis, Resource Advisors (Albany, NY)

2)     Bill Baker, Baker + Cadence Solutions (Hollister, CA)

3)     Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)

  Honorable Mention:

            Edie Zimmerman, Legal Software Solutions (Brazil, IN)   

            Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)

            Judy Best & Rick Bernauer, CyTek Corporation (Kansas City, MO)

            Judy Lassek, Legal Software Services LLC (Scottsdale, AZ)

            Norman Calderon, Greentree Solutions LLC (El Segundo, CA)

Congratulations everyone on your awards!