Consultant eNews

News and Resources for Consultants

Recap, Alarms, and ScanSnap, Oh My!

Mar 12

Posted by Dawn Bevans in General, Technical | No Comments

Make sure your clients are updating their software regularly. The following enhancements were made and posted with Version 19.1.8.931:

 Tabs3 and PracticeMaster

  • The Recap of Hours has been updated as follows:
    • Navigation arrows have been moved and will always be visible.
    • When selecting Week:
      • A calendar week (Sun through Sat) will always be shown.
      • On each day, the hours value is now always shown in the graph.
      • For each day the month/day is now also shown above the day of the week.
    • When entering fees in Tabs3, the Recap of Hours button will open the recap of hours for the current timekeeper instead of the default timekeeper to match how it worked in Version 18.

PracticeMaster

  • The Alarm Notification window has been updated as follows:
    • The Location field is now shown so that you can easily see where you need to go without opening the record.
    • For events, the End Time is now included so that you can see at a glance how long the event is set to last.
    • You can now eNotify the record to attendees, or anyone, using the eNotify button on the toolbar or the right-click menu.
    • The right-click menu now has an option to Delete the linked calendar record.
    • The Type field has been removed.
  • Fujitsu updated their software for newer ScanSnap models to ScanSnap Home. The ScanSnap Plug-in can now integrate with either the ScanSnap Manager or the ScanSnap Home software.

To take a look at these new features, check out KB Article R11744, “Introduction to Version 19 Features.”

New Security Feature for Platinum Firms in Version 19

Mar 8

Posted by Dawn Bevans in General, Technical | No Comments

You’re probably aware that the data files were moved to a “Database” folder during the Version 19 conversion. Are your Platinum firms taking advantage of this change?

This file structure reorganization made it possible for us to implement our new Platinum Data Security feature. This feature allows firms to implement restricted network permissions so that only authorized users (typically Admin and IT users) have access to the Tabs3 Database folder. Users without full rights to the Database folder can only modify those files using Tabs3 software. This prevents unauthorized users from accessing the files on the network, but still allows them to work in the software. Restricting network access rights helps protect key Tabs3 data files from accidental or malicious attempts to compromise your important Tabs3 information.

Implementation of this feature is accomplished by changing write permissions to the Database folder on the server, not from within the Tabs3 software. More information can be found in Knowledge Base Article R11763, “Platinum Data Security.” This feature is available in all releases of Version 19 Platinum software.

Doug Kocian Celebrates 25 years with STI

Mar 7

Posted by Joe Abler in PR / Announcements | No Comments

Sales Supervisor Doug Kocian Celebrating 25 years with STI.

Congratulations Doug!

Marketing Coordinator Roles Update

Mar 7

Posted by Joe Abler in Marketing | No Comments

We’ve made recent internal changes to our marketing structure. Chris Ames will focus on marketing to find new clients, and DeAnna Masterson will focus on marketing to existing clients, e.g. upgrades, add on products, etc.  Please make note of this for future reference.

DeAnna Masterson – Marketing Coordinator for Existing Clients:

  • Consultant contact
  • The Forum
  • Training

Chris Ames – Marketing Coordinator for New Clients:

  • Walkthroughs
  • Webinars
  • Tabs3 website
  • Industry contact, e.g. bar associations, publishers, etc.

Welcome New Certified Consultant!

Feb 15

Posted by Joe Abler in PR / Announcements | No Comments

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.

 

Collaboration Database Reminder

Jan 24

Posted by Joe Abler in General | No Comments

It’s a new year and a good time to remind everyone about our collaboration database. This database contains numerous consultants who offer a wide variety of specializations including Tabs3 and PracticeMaster, accounting, 3rd party integrations, Worldox, Outlook, SQL assistance, knowledge about competition, and much more. If you’re not already familiar with your peers in our consultant channel and would like expert knowledge in a specific area, we’re happy to connect you.

If you wish to be added to the collaboration database, simply take the Consultant Collaboration Survey. Contact Joe to update your profile if you’ve acquired new skills or advanced knowledge that you would like to be added to the database.

2019 Forum

Jan 23

Posted by Joe Abler in Forum | No Comments

Mark your calendar for the 2019 Forum! The Forum will be held Friday March 29, to Saturday March 30 at the Embassy Suites in downtown Lincoln. We would encourage you to arrive early on Thursday the 28th if possible to attend the Deep Dive into CosmoLex session from 1:00 to 4:00. Click here for details and registration.

Take this opportunity to learn more about Tabs3 Software products. You’ll also get to share ideas in addition to meeting and communicating with Tabs3 staff. You’ll be glad you did!

Platinum and Platinum SQL Net 30 Promotions

Jan 18

Posted by Joe Abler in General, Tips | No Comments

As a reminder, we continue to offer a Net 30 promotion allowing firms to upgrade to Platinum without spending money up front. This offer is available for current users upgrading to Platinum, or Platinum SQL.  You can even add Tabs3 Connect subscriptions to the order. This is a perfect way for firms to test these advanced products.  Check out our Knowledge Base Article Platinum Version Net 30 Trial Plan for additional information.  If you have questions about the Net 30 terms, please contact the Sales Department.

2018 Tabs3 and PracticeMaster Consultant Awards

Jan 9

Posted by Joe Abler in PR / Announcements | No Comments

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.

President’s Circle Members for 2019

Jan 9

Posted by Joe Abler in PR / Announcements | No Comments

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!