Congratulations to John Crowe of Information Technology Associates Inc of Haddonfield, New Jersey who reached Certified Reseller status for Tabs3 and PracticeMaster! Information Technology Associates Inc. has been added to our Certified Consultant list and map.

http://ita-us.com/about

https://www.linkedin.com/in/john-crowe-98679385

Please contact Doug Kocian if you have questions about how you can become a Certified Consultant.

It is once again time to recognize the highest performing members of our channel during the past year. Here are the 2018 Tabs3 and PracticeMaster Consultant Award winners:

PracticeMaster Consultant of the Year

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

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

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

Tabs3 Billing Consultant of the Year

1)      Bill Baker, Baker+Cadence | Solutions (Hollister, CA; Fountain Valley, CA)

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

3)      Donald Coker, Donald J. Coker (Strafford, NH)

Platinum Consultant of the Year

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

2)      Edie Zimmerman, Legal Software Solutions (Brazil, IN; Miramar, FL)

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

3)      Bill Baker, Baker+Cadence | Solutions (Hollister, CA; Fountain Valley, CA)

Consultant of the Year

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

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

3)      Bill Baker, Baker+Cadence | Solutions (Hollister, CA; Fountain Valley, CA)

Congratulations to Britt, Steven, Debbie, the Affinity team, and all of the other consultants recognized for having such an outstanding 2018.

Here are our 2018 Single Site Consultant Award winners:

Single Site PracticeMaster Consultant of the Year

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

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

3)      Jim Degnan, CompassPOINT Legal (Jacksonville, FL)

Single Site Tabs3 Billing Consultant of the Year

1)      Donald Coker, Donald J. Coker (Strafford, NH)

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

3)      Brigitte Schaffner, MBA Consultants (Rye Brook, NY)

Single Site Platinum Consultant of the Year

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

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

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

3)      Jim Degnan, CompassPOINT Legal (Jacksonville, FL)

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

Single Site Consultant of the Year

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

2)      Jim Degnan, CompassPOINT Legal (Jacksonville, FL)

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

Congratulations to Monica D’Amore, 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, March 29-30, 2019.

Thanks to each of you for all the great work you do every year with Tabs3 and PracticeMaster clients. We hope that together we build on 2018, and make 2019 the best year yet for your business, and for Tabs3 and CosmoLex software.

We want to take this opportunity to recognize a special group of consultants who have earned the distinction of President’s Circle for 2019. In addition to using the 2019 President’s Circle logo, members of the President’s Circle also have their fee waived to attend our 2019 Forum.

Here are the members of the 2019 President’s Circle in alphabetical order:

• Affinity Consulting Group – Britt Lorish, Daleville, VA; Steven Best, Alpharetta, GA; Debbie Foster, Largo, FL

• Attorney Computer Systems – Paul Purdue, Dundee, MI

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

• Beyond Square One – Donna Brown and Amy Crump, Blanchard, OK

• Chataignier Consulting & Software – Misty Callicott, Fort Worth, TX

• CompassPOINT Legal – Jim Degnan, Jacksonville, FL

• Consulting Ideas & Solutions PLLC – Cheryl Atherton, Edmond, OK

• CR Cline & Company LLC – Christina Cline, Des Moines, WA

• CyTek Corporation – Judy Best and 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

• River Run Computers Inc. – Renee Kodner, Glendale, WI

• Spillman Technology Solutions – Craig Spillman, Aurora, CO

• The Systems Shop – Jeff Levine, New York, NY

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!

I am pleased to announce that Scott Baird has been promoted from Vice President to Chief Operating Officer of Software Technology, LLC.

Scott has been performing many COO duties for our company for quite some time.  And now, with the acquisition of CosmoLex, it was time we officially promoted Scott to COO.

We are excited and fortunate to have Scott as one of our owners and a key member of our executive team.

Join us in congratulating Scott as COO of our growing and successful company!

Dan Berlin

President and CEO

Effective June 15 we will be reducing the monthly subscription plan rates for our Platinum SQL levels of Tabs3 and PracticeMaster software by 20%. Tabs3 Billing and PracticeMaster software will be $32/month per user and Tabs3 Financial Software will be $8/month per user.

As a reminder, the subscription pricing model features a low monthly cost that includes all the benefits of being on maintenance and all the features of Platinum SQL. We’ll update marketing materials and notify you when and where they are available.

You can find an updated flyer with information for you about commission structure of subscription pricing and FAQs here.

Be sure to reach out to prospects that have previously declined due to pricing, and of course, let us know if you have questions about subscription pricing. To request a quote, contact a member of the Sales Department at (402) 419-2200, or email [email protected].

It’s time for Version 19 Pre-Release. If you have firms on maintenance using Version 18, you can sign them up by visiting Tabs3.com/prerelease.

Check out just a few of the Version 19 features!

All Products

• New look! Includes larger font, new color, theme and navigation options

Tabs3 Billing:

• Apply one payment to multiple matters
• Print credit memos
• Online payments – your clients can pay you from a secure website

PracticeMaster

• Prevent users from editing specific fields
• Journal batches of emails from Outlook at the same time

Tabs3 Financial Software

• Statement of Cash Flows in General Ledger Software
• EFT support – Record invoices in Accounts Payable Software (APS) that were paid electronically, i.e. EFTs,
• Inactive vendors and bank accounts in APS and Trust Accounting Software

If you have any questions, please e-mail [email protected].