Version 16 Beta is right around the corner and is packed with features that clients will love.  Here are just a few of the new features that you will see in Version 16:

• A new easy, more automated way to e-mail statements to clients
• New Client Inactivity Report in Tabs3
• Automatic two-way Microsoft Outlook synchronization of contacts and calendar entries in PracticeMaster
• PracticeMaster Premier WorkFlows to automate and make sure that you don’t forget tasks and procedures (e.g., when you save a new client, get prompted to add a calendar entry for your first meeting, etc.)
• Enhanced Contact Management in Tabs3, PracticeMaster, and Tabs3 Trust Accounting
• New Log Off User feature for Client Server Versions 
• Enhanced Outlook Sync with Exchange Server for Client Server Version users

To obtain your Version 16 Beta, e-mail [email protected] and we will reply with a beta agreement.  Be sure to share this e-mail address with eligible clients that are also interested in receiving a Version 16 Beta.  We anticipate Betas will be available by the end of September for you, followed in a few weeks to your users.

Once again in both August and September we will host two FREE webinars.  You should promote them to your clients and prospects that might be interested.  Please see the bottom of this post for sample e-mails that you can use.

• Accepting Credit Cards (August 24 & September 22)
• Understanding Client Server Version (September 21)

Accepting Credit Cards: August 24 & September 22

Join Bruce Policky, Product Manager for Tabs3 and PracticeMaster, to learn how accepting credit cards in your law practice will save you time and money, and help you get paid faster. In this one-hour session, you will see how to use Tabs3 Billing software to process credit card payments, and how Tabs3 Trust Accounting Software can help you comply with bar association guidelines when used to accept trust account deposits via credit card.

Bruce will be joined by representatives from First National Merchant Solutions, who will be available to answer your questions about credit cards, merchant accounts, and how your law firm can take advantage of low, negotiated credit card processing rates for Tabs3 users. Space is limited.

To register, click this URL or paste it into your Internet browser:  http://creditcards.eventbrite.com

Understanding Client Server Version: September 21

Join Philip Allendorfer, Director of Development for Tabs3 and PracticeMaster, to see how the Client Server Version of Tabs3 and PracticeMaster software can make your work life even better, and increase productivity at your office.

Topics include:

• Report Accelerators
• HotBackup and backup strategies
• Transaction Processing
• eNote (Intra-office messaging in PracticeMaster Premier)
• Compatibility with existing networks/systems
• Impact on hardware environment
• Your questions

This is your opportunity to learn how your firm will benefit by using CSV from the expert. Space is limited.

To register, click this URL or paste it into your Internet browser:  http://csv.eventbrite.com

Dear Joe,

Great news!  The Product Manager for Tabs3 and PracticeMaster, Bruce Policky, just let me know that he is hosting a free webinar on credit card processing on August 24 and again September 22 for 30 minutes discussing the benefits and will demonstrate credit card processing in both Tabs3 and Tabs3 Trust Accounting Software.  This is a terrific opportunity for you to learn how accepting credit cards can help you get paid faster while helping to reduce write-offs.  You can sign up for this free webinar by visiting http://creditcards.eventbrite.com.  Here are a few of the specific topics covered: 

• Benefits of accepting credit cards
• Demonstration of credit card processing in Tabs3 & Tabs3 Trust Accounting.
• Making trust deposits while staying within bar association guidelines. 

P.S.  Let me know if you sign up.  I would love to hear what you think after the webinar.

Dear Joe,

Great news!  The Director of Development for Tabs3 and PracticeMaster, Philip Allendorfer, just let me know that he is hosting a Client Server (CSV) webinar on September 21.   He will spend about an hour providing a technical perspective on CSV.  This is a terrific opportunity for you and your IT professionals to learn about the benefits of CSV and how the technology works.  You can sign up for this free webinar by visiting http://csv.eventbrite.com.  Here are a few of the specific topics covered: 

• Overview of Client Server Technology
• HotBackup and backup strategies
• Report Accelerators
• Compatibility with existing networks and systems
• Impact on hardware environment
• Server recommendations

Let me know if you sign up.  I would love to hear what you think after the webinar. 

P.S.  If you are interested, but the time doesn’t work, let me know.

Firms can save $20 per license of Worldox when purchasing PracticeMaster Premier and Worldox together before the end of 2010.  Be sure to use the coupon code WDPM-10 when placing your order with Worldox.  Some of you may have already seen the “Worldox and PracticeMaster A winning combination” ad which recently ran on TechnoLawyer (see link below).

http://www.tabs3.com/company/partner.html#worldox

Be sure to take advantage of this opportunity by letting your clients know right away.  If you have questions on Worldox, please contact them at 800-962-6360.

For your convenience, we are now sending invoices via e-mail to resellers that order pre-paid software that is drop-shipped to clients.  Previously we have mailed these invoices.

We are excited to announce that www.Tabs3.com has an updated look.  The new design makes the product information that visitors are most interested in even more prominent.  The update also presents a more contemporary look for our company and our products.  You may be particularly interested in the new pricing page (http://www.tabs3.com/products/pricing_info.html).  The new page makes it easier for a firm to find pricing by grouping the pricing for the most common Tabs3 and PracticeMaster products by size of firm.

The updated site also includes our revised tagline – Reliable Software, Trusted Service.  Our entire staff works hard to live up to these principles.  I hope you agree that they represent our products and our company well.

We have recently implemented online registration. This will be a quick and convenient way for your clients to register Tabs3 and PracticeMaster. For online registration you can direct your clients to www.tabs3.com/register or from the latest download of Version 15.3 to Help | Internet Resources | Register Software.

Recently we conducted several highly successful webinars entitled “Understanding CSV”.  Our Director of Development, Philip Allendorfer, did a great job providing technical insight into the benefits and features of CSV.  As a reseller/consultant of Tabs3 and PracticeMaster Software, these free sessions are a great opportunity to get a good understanding of CSV and its many benefits.  It is also a perfect time for your prospective CSV firms, as well as their IT professionals, to get technical questions answered by our very own pro.  To sign up for one of these sessions, please visit http://csv.eventbrite.com. Read the rest of this entry »

Version 15.3 was released on January 6, 2010 and is available to all maintenance users.  All firms that are eligible to download Version 15.3 have been notified.  The Version 15.3 release can be downloaded from www.tabs3.com/support/update/v153update.html. The update is fast and simple and requires no data conversion. What’s New Lists for the software can be found in our Knowledge Base at www.support.tabs3.com by clicking on the “What’s New Lists” link.

As a reminder, Version 15.3 includes:

• Tabs3 Trust Accounting Software Credit Card Authorization
• Improved Outlook Calendar Integration
• New CompuLaw Integration

ALM Legal Intelligence and Law Technology News are conducting a Technology Satisfaction Survey to gather opinions of legal professionals about what kinds of technology they use, and their satisfaction with specific technology vendors.

All Tabs3 and PracticeMaster resellers should take a few minutes to fill out the survey regarding Tabs3 and PracticeMaster as it will lead to recognition that will benefit everyone.

Tabs3 and PracticeMaster are listed in the following categories:

• Section C:  Case Management Software for Small and Mid-Size Firms (up to 99 attorneys)
• Section T:  Practice Management Systems
• Section X:  Time and Billing for Small Firms and Mid-Size Firms (up to 99 attorneys)

Also, for Best Technology Product of 2009, please consider writing in Tabs3 and PracticeMaster. 

The questionnaire includes clear, step-by-step instructions for completion and is also available in PDF format for your convenience.  To get started, all you need to do is click this link: www.almlegalintelligence.com/ltn

Bruce Policky, Product Manager for Tabs3 and PracticeMaster, will show you how you can process credit card payments and trust deposits in Tabs3 at upcoming webinars on March 18^th and April 20^th.  He will also talk about ways to accommodate state bar guidelines for accepting trust deposits via credit card.  Credit cards are a great way for your clients to improve cash flow and reduce the time they spend on collections.  Be sure to let them know about this!  For more information and to register, click here:  http://creditcards.eventbrite.com