The process of updating firms to Version 17 has begun!  E-mails will be sent to thousands of firms eligible to download Version 17 over the next few months.

These notifications will include:

• Version 17 highlights
• A link to download Version 17
• Conversion instructions
• A complete What’s New list

When firms download they will have an option to notify their resellers as part of the download.  If they select this option, your office will receive this e-mail, “One of your Tabs3 clients just downloaded an update, and asked that you be notified. The firm’s details are below. Please contact the firm and offer to assist with both the conversion, and training their staff on the new features.”  As a reminder, firms on maintenance can update now, and you do not need to wait for them to receive their notification.

It is once again time to recognize the highest performing members of our channel during the past year.  Here are the 2013 Tabs3 and PracticeMaster Reseller Award winners:

PracticeMaster Reseller of the Year

1. Britt Lorish, Sandy Adams and staff, Affinity Consulting Group (Roanoke, VA; Alpharetta, GA; and Coral Gables, FL)
2. Donald Coker (Strafford, NH)
3. Edie Zimmerman, Legal Software Solutions (Lake Worth, FL; Center Point, IN)

Tabs3 Billing Reseller of the Year

1. Britt Lorish, Sandy Adams and staff, Affinity Consulting Group (Roanoke, VA; Alpharetta, GA; and Coral Gables, FL)
2. Judy Best and Rick Bernauer, CyTek Corporation (Kansas City, MO)
3. Cathy Prichard, Law Firm Automation (Kirkland, WA)

Platinum Reseller of the Year

1. Britt Lorish, Sandy Adams and staff, Affinity Consulting Group (Roanoke, VA; Alpharetta, GA; and Coral Gables, FL)
2. Paul Purdue, Attorney Computer Systems (Dundee, MI)
3. Bill Baker, Baker + Cadence | Solutions (Hollister, CA; Sacramento, CA; Fountain Valley, CA)

3.  Harry Salavantis, Resource Advisors (Albany, NY; New York, NY)

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

Reseller of the Year

1. Britt Lorish, Sandy Adams and staff, Affinity Consulting Group (Roanoke, VA; Alpharetta, GA; and Coral Gables, FL)
2. Bill Baker, Baker + Cadence | Solutions (Hollister, CA; Sacramento, CA; Fountain Valley, CA)
3. Harry Salavantis, Resource Advisors (Albany, NY; New York, NY)

Congratulations to Britt, Sandy and the Affinity team, and all of the other resellers recognized for having such an outstanding 2013.

This year, we would also like to recognize in these same categories, the highest performing resellers with one certified Tabs3 and PracticeMaster location.  Here are the 2013 Single Site Reseller Award winners:

Single Site PracticeMaster Reseller of the Year

1.  Donald Coker (Strafford, NH)

2.  Renee Kodner, MicroLaw (Glendale, WI)

3.  Jim Degnan, FJP Enterprises (Jacksonville,  FL)

Single Site Tabs3 Billing Reseller of the Year

1.  Judy Best and Rick Bernauer, CyTek Corporation (Kansas City, MO)

2.  Cathy Prichard, Law Firm Automation (Kirkland, WA)

3.  Craig Spillman, Spillman Technology Solutions (Aurora, CO)

3.  Donald Coker (Strafford, NH)

3.  Jim Degnan, FJP Enterprises (Jacksonville, FL)

3.  Paul Purdue, Attorney Computer Systems (Dundee, MI)

Single Site Platinum Reseller of the Year

1.  Paul Purdue, Attorney Computer Systems (Dundee, MI)

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

3.  Christina Cline, CR Cline & Company (Seattle, WA)

3.  Donald Coker (Strafford, NH)

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

3.  Nancy Brush, Just Solutions (Needham, MA)

Single Site Reseller of the Year

1.  Judy Lassek, Legal Software Services (Scottsdale, AZ)

2.  Paul Purdue, Attorney Computer Systems (Dundee, MI)

3.  Jim Degnan, FJP Enterprises (Jacksonville, FL)

Congratulations to Judy Lassek, and our other single site award honorees.

We look forward to recognizing all of you in Lincoln during the awards banquet at this year’s Forum.  Make sure to save the date, April 11-12.

Thanks to each of you for all the good work you do every year with Tabs3 and PracticeMaster clients.  We hope that we can build on 2013, and make 2014 the best year yet for your business, and for Tabs3 and PracticeMaster.

We want to take this opportunity to recognize a special group of resellers who have earned the distinction of President’s Circle for 2014. To achieve President’s Circle recognition, Certified Resellers and 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 beta 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.

President’s Circle membership is updated every year. Members of the President’s Circle are listed on our Website along with a special logo designating their achievement. Members of the 2014 President’s Circle also have their fee waived to attend our annual Reseller Forum.

Here are the members of the 2014 President’s Circle in alphabetical order:

Congratulations to everyone on your outstanding achievements!

• Affinity Consulting Group LLC – Britt Lorish / Sandy Adams, Roanoke VA

• Attorney Computer Systems – Paul Purdue / Mary Jo Boyd, Dundee MI

• Baker + Cadence | Solutions – Bill Baker, Hollister CA

• CR Cline & Company LLC – Christina Cline, Seattle WA

• Cytek Corporation – Judy Best / Rick Bernauer, Kansas City MO

• D’Amore Consulting LLC – Monica D’Amore, Cherry Hill NJ

• Donald J Coker – Donald Coker, Strafford NH

• FJP Enterprises Inc – Jim Degnan, Jacksonville FL

• Greentree Solutions LLC – Norman Calderon, El Segundo CA

• Just Solutions Inc – Nancy Brush, Needham MA

• Law Firm Automation, Inc – Cathy Prichard, Kirkland WA

• Legal Data Management & Tech – De Etta Holder, Andover MN

• Legal Software Services – Judy Lassek, Scottsdale AZ

• Legal Software Solutions – Edie Zimmerman, Centerpoint IN

• MicroLaw Inc – Renee Kodner, Milwaukee WI

• Resource Advisors – Harry Salavantis, Albany NY

• Solfecta LLC – Katrina Jasaitis / Jeff Krause, Chicago IL

• Spillman Technology Solutions – Craig Spillman, Aurora CO

• The Garver Group Inc – Phil Garver, Voorhees NJ

We are excited about the release of Version 17!  Hard work has paid off, and there are plenty of wonderful new features.  Your customers and prospects will love the new tools available for organizing documents.  Here are a few of the enhancements you’ll find in Version 17:

• New options for Split Billing
• Easy storage and retrieval of documents, using your own naming conventions
• Click a button to see all documents for a client, area of practice, or see a specific type of document for all clients using QuickViews and Smart tabs
• Check documents in and out so that no one else can edit them while you work on them
• Maintain multiple versions of the same document
• New friendly drag-and-drop Chart of Accounts window
• Store unlimited years of journal entries

Remember to visit www.tabs3.com/whatsnew for a complete What’s New List.

Version 17 features are an easy sell!  You should e-mail your leads as soon as possible.  Here is a sample e-mail you can use.  Good luck, and let us know how we can help you promote Version 17.

(Prospects)

Thank you for your interest in Tabs3 and PracticeMaster Software.  I just spoke with Dan Berlin, the President of Software Technology, Inc.  He told me that they just released Version 17.  Version 17 includes some wonderful new enhancements for keeping your documents organized, customizing your statements and creating financial reports.  I would be happy to walk you through what I think are the most significant new features.  I hope to hear from you soon.

Check out the latest improvements to the pricing page!  We’ve added SQL costs, and an option for visiting prospects to request an official quote.

SQL costs will appear when a firm enters 6 or more that will bill for their time, and any time only PracticeMaster is selected.

A new “Request a quote for my firm” button has also been added.  Prospects who click this button will be prompted to enter their contact information.  Client Services will collect this data, then follow up via e-mail with quotes.  Small firms will receive quotes for both single and multi-user, while larger firms will receive quotes for multi-user and Platinum.  Sales representatives will then forward these prospects to you as leads, along with the quote(s) sent to that firm.

Congratulations to Brenda Barnes of B2 Legal Management LLC of Austin, Texas who reached Certified Reseller status for Tabs3 and PracticeMaster! B2 Legal Management LLC has been added to our Certified Reseller list and map.

http://www.tabs3.com/resellers/cr_southcentral.html

Please contact your Sales Representative if you have questions about how you can become a Certified Reseller.

Congratulations to Wilka Michaelson of Michaelson Consulting of Lakewood, Washington who reached Certified Reseller status for Tabs3 and PracticeMaster! Michaelson Consulting has been added to our Certified Reseller list and map.

http://www.tabs3.com/resellers/cr_west.html

Please contact your Sales Representative if you have questions about how you can become a Certified Reseller.

Effective January 1, 2014, we will no longer support Version 14 and earlier versions of Tabs3 and PracticeMaster software. Please advise clients using these older versions that they need to update in order to receive support.  We stopped selling Version 14 in October 2008, so it will have been supported for more than five years.

Version 14 users have already been notified via e-mail, and are being reminded each time they speak with a Technical Support Representative.  The January 2013 User Newsletter had an announcement on the sunsetting of Version 14.  We will continue to have reminders throughout the remainder of the year. Please contact Client Services for pricing information, or to place an order.

Congratulations to Donna Brown of Beyond Square One of Blanchard, Oklahoma who reached Certified Reseller status for Tabs3 and PracticeMaster! Beyond Square One will be added to our Certified Reseller list and map.

http://www.tabs3.com/resellers/cr_southcentral.html

Please contact your Sales Representative if you have questions about becoming a Certified Reseller.