We’re currently finalizing a new integration with LawPay that will be available as part of Version 2020 Pre-Release. As part of the joint venture, LawPay is offering Tabs3 certified consultants a free LawPay subscription ($180/year value). A fully-functioning LawPay account will make it easy for you to demo the integration. Plus, you can use it to accept payments yourself. You’ll only pay processing fees on live charges. To set up your account, contact [email protected]. To learn more about LawPay, visit lawpay.com.
New features are available for Tabs3 users:
- Added a Transfer button to the Fee and Cost Entry windows, allowing you to quickly transfer an existing transaction. When transferring, you can optionally update the rate to use the new client’s rate.
- Added a Replicate button to the Fee and Cost Entry windows, allowing you to quickly make a copy of an existing transaction. When replicating, you can specify which client to copy to as well as optionally update the rate and amount.
This update was released on 7/23/19 in Version 19.1.11.1417. You can read all of the latest Release Notes at https://support.tabs3.com/main/v19rn.htm.
NetDocuments is out of Pre-Release! NetDocuments integrates with PracticeMaster without requiring NDLink or an ODBC driver! Check out these great integration features:
- Clients added or modified in PracticeMaster, Tabs3, or Trust Accounting are automatically synchronized to NetDocuments.
- Performing a conflict of interest search in PracticeMaster can optionally include your NetDocuments repository.
- Documents assigned to a client in NetDocuments can be accessed from the PracticeMaster Matter Manager and Client windows.
Download Version 19.1.12 to get all of the new NetDocuments features.
For more information on how NetDocuments integrates with PracticeMaster, see KB Article R11786, “NetDocuments Integration.”
eBillingHub Integration
Jul 25
Do you have firms interested in managing their electronic billing better? eBillingHub is a third party service that helps law firms manage high volumes of electronic billing to automate the task based billing process.
The Platinum SQL version of Tabs3 is required for this integration, but it does not require Taskbill. KB Article R11499 (eBillingHub Contact Information) provides additional information about this integration.
Regarding the use of eBillingHub, Paul Purdue said, “I have several clients using it, and they are thrilled with the results! It seems expensive at first glance, but has paid for itself many times over in each installation.”
For questions or needed assistance, please contact Ken Wineke at eBillingHub.
p. 248-219-3558
Contact Client Services at 402-419-2200 for a quote to upgrade to SQL, or email [email protected].
It’s good to see so many of you expressing interest in and becoming certified with CosmoLex. Below are a few tips and resources you may find useful.
Registering Leads
It is common for consultants to find prospects through their own marketing efforts. Be sure to register any CosmoLex lead as soon as you get them. In order to receive compensation for a CosmoLex sale, you must register a lead that isn’t already active in the CosmoLex database. The sooner you register it the less chance you have of it getting into their system as a direct prospect. You can register leads here:
https://partners.cosmolex.com/register-your-lead
When registering leads you even have the ability to check a box asking CosmoLex to contact the prospect to schedule a demo.
FAQs
CosmoLex Partner Program FAQs – https://partners.cosmolex.com/faqs
Contact Information
Ryan Denton is the Partner Relations Manager. Contact him for any questions pertaining to their partner program.
Ryan Denton
866-878-6798 ext 542
For other information about their partner program, visit https://partners.cosmolex.com.
More New Training Videos!
Jul 10
Last month you were notified of new training videos available for Tabs3 Billing Basics, PracticeMaster Overview and Platinum Overview. It’s not Christmas time but the elves around here have been working really hard to put more quality videos together for you to share with prospects and users. You can access all videos at https://www.tabs3.com/trainingvideo/v19/video.html.
Getting Started
Tabs3 Billing
Tabs3 Billing Data Entry Shortcuts
If you have suggestions for new videos or feedback on what we already have, email [email protected].
Sunset of Version 17
Jul 9
As of October 31st, we are no longer supporting Version 17 of Tabs3 software. Please inform clients using Version 17 that they will need to update in order to receive support. You can use your QBR to determine who these firms are and use the data to generate sales and billable work.
After October 31st we will no longer support firms on Version 16 and older even if they are on maintenance. We did sunset Version 16 last summer but have done our best to support these users who are still on maintenance.
Users of Version 17 and prior will be reminded of these changes when they speak with a Technical Support Representative. Please contact the Sales Department or [email protected] for questions or update pricing information. We will be offering a discount on updates this summer that will include a full year of maintenance in an attempt to get as many firms on the current version as we can. In addition, a 20% discount on updates will be available to consultants going forward.
Congratulations to Kate Heath of Heath & Ross of Estancia, New Mexico who reached Certified Consultant status for Tabs3 and PracticeMaster! Heath & Ross has been added to our Certified Consultant list and map.
Many of you have seen Kate at The Forum. Be sure to congratulate her next time you see or talk with her! She can be reached at 505-384-5302 or [email protected], if you wanted to acknowledge her achievement or to discuss business matters. You can also locate her on LinkedIn under her name. We are excited to have Kate on board as a Certified Consultant!
Please contact Doug Kocian if you have questions about how you can become a Certified Consultant.
We have been working hard over the last couple of months to add new training and promotional videos to the Tabs3 website (Tabs3.com/videos) that showcase Version 19 and a variety of new features. Some of the more notable videos include the Tabs3 Billing Basics, PracticeMaster Overview, and Platinum Overview (listed below). Our goal is to continue adding new content and to update the existing Version 18 videos every chance we get, so be sure to stay tuned for more exciting videos to come!
We would also love your feedback on what videos you think would benefit your clients’ experience with Tabs3 Software! If you have suggestions for new videos, don’t hesitate to email us at [email protected].
New Product One Pagers
May 31
You should have already received the awesome new one pagers for consultants that our very own marketing guru Chris Ames recently put together for Tabs3, PracticeMaster, Platinum and the Tabs3 Financials. They’re perfect to share with prospects and users. I’ve already heard that some of you intend to use these in marketing emails to target various groups in their QBR for add-ons or Platinum upgrades. If these PDFs became lost in your in-box or your dog ate them, you can find them here on eNews under Tabs3 | Tabs3 Marketing | Product One Pagers.