As you know, the 2018 President’s Circle member list was recently released. I would like to congratulate those who were not members of this prestigious group last year and reached this distinction in 2018. Be sure to congratulate them if you get an opportunity. The Forum is a great time to do so!
Jan 26
Soon we will solicit pre-release users for Version 19. We will begin by including an article in our upcoming online user newsletter to be published on February 1st. Firms who have opted in to receive our newsletter by email will receive a newsletter email notification on February 6th (i.e., the first Tuesday of the month). All firms will receive a notice about the newsletter’s availability on February 15th when starting Tabs3 software. The newsletter article will include information about features and provide a link to sign up for pre-release.
We’re very excited about this upcoming release! Stay tuned for information about signing up your own firms for pre-release.
Jan 15
We recently made minor changes to shipping costs to adjust for price increases by UPS. Below are new shipping costs for COD and prepaid letters. Most orders are now delivered electronically, so this won’t affect many of them.
Please contact a member of the Sales Department at 402-419-2200 to verify prices such as any order containing multiple CDs, Saturday delivery, or shipping beyond the lower 48 states.
COD Letters
UPS Ground (3 – 5 business days) $26
UPS Blue (2 day air) $45
UPS Red (overnight) $60
Prepaid Letters (credit card or prepaid check orders)
UPS Ground (3 – 5 business days) $16
UPS Blue (2 day air) $35
UPS Red (overnight) $50
COD Packages
UPS Ground (3 – 5 business days) $26
UPS Blue (2 day air) $46
UPS Red (overnight) $90
Prepaid Packages (credit card or prepaid check orders)
UPS Ground (3 – 5 business days) $16
UPS Blue (2 day air) $36
UPS Red (overnight) $80
We want to take this opportunity to recognize a special group of consultants who have earned the distinction of President’s Circle for 2018. In addition to using the 2018 President’s Circle logo, members of the President’s Circle also have their fee waived to attend our 2018 Forum.
Here are the members of the 2018 President’s Circle in alphabetical order:
• Affinity Consulting Group – Britt Lorish, Daleville, VA
• Attorney Computer Systems – Paul Purdue, Dundee, MI
• Baker + Cadence | Solutions – Bill Baker, Hollister, CA
• CompassPOINT Legal – Jim Degnan, Jacksonville, FL
• CR Cline & Company LLC – Christina Cline, Des Moines, WA
• CyTek Corporation – Judy Best / 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, Cockeysville, MD
• Greentree Solutions LLC – Norman Calderon, El Segundo, CA
• Law Firm Automation Inc – Cathy Prichard, Kirkland, WA
• Legal Data Management & Technology Inc – De Etta Holder, Andover, MN
• Legal Software Services LLC – Judy Lassek, Scottsdale, AZ
• Legal Software Solutions – Edie Zimmerman, Centerpoint, IN
• Resource Advisors – Harry Salavantis, Albany, NY
• River Run Computers Inc – Renee Kodner, Glendale, WI
• Spillman Technology Solutions – Craig Spillman, Aurora, CO
• The Garver Group – Phil Garver, Voorhees, NJ
• The Systems Shop – Jeff Levine, New York, NY
• Time & Cents Consultants LLC – Caren Schwartz, Fairfield, CT
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 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.
Congratulations to everyone on your outstanding achievements!
It is once again time to recognize the highest performing members of our channel during the past year. Here are the 2017 Tabs3 and PracticeMaster Consultant Award winners:
PracticeMaster Consultant of the Year
1) Britt Lorish, Steven Best, Debbie Foster and staff, Affinity Consulting Group (Daleville, VA; Alpharetta, GA; and Largo, FL)
2) Bill Baker, Baker+Cadence | Solutions (Hollister, CA and Fountain Valley, CA)
3) Paul Purdue, Attorney Computer Systems (Dundee, MI)
Tabs3 Billing Consultant of the Year
1) Bill Baker, Baker+Cadence | Solutions (Hollister, CA and Fountain Valley, CA)
2) Britt Lorish, Steven Best, Debbie Foster and staff, Affinity Consulting Group (Daleville, VA; Alpharetta, GA; and Largo, FL)
3) Paul Purdue, Attorney Computer Systems (Dundee, MI)
3) Norman Calderon, Greentree Solutions LLC (El Segundo, CA)
3) Edie Zimmerman, Legal Software Solutions (Centerpoint, IN and Miramar, FL)
Platinum Consultant of the Year
1) Britt Lorish, Steven Best, Debbie Foster and staff, Affinity Consulting Group (Daleville, VA; Alpharetta, GA; and Largo, FL)
1) Bill Baker, Baker+Cadence | Solutions (Hollister, CA and Fountain Valley, CA)
2) Edie Zimmerman, Legal Software Solutions (Centerpoint, IN and Miramar, FL)
3) Judy Best and Rick Bernauer, CyTek Corporation (Kansas City, MO)
3) Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)
Consultant of the Year
1) Britt Lorish, Steven Best, Debbie Foster and staff, Affinity Consulting Group (Daleville, VA; Alpharetta, GA; and Largo, FL)
2) Bill Baker, Baker+Cadence | Solutions (Hollister, CA and Fountain Valley, CA)
3) Paul Purdue, Attorney Computer Systems (Dundee, MI)
Congratulations to Britt, Steven, Debbie and the Affinity team, and all of the other consultants recognized for having such an outstanding 2017.
Here are our 2017 Single Site Consultant 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)
2) Steve Gallagher, Digital Network Solutions LLC (Gulfport, MS)
3) Jim Degnan, CompassPOINT Legal (Jacksonville, FL)
3) Donald Coker, Donald J. Coker (Strafford, NH)
Single Site Tabs3 Billing Consultant of the Year
1) Paul Purdue, Attorney Computer Systems (Dundee, MI)
1) Norman Calderon, Greentree Solutions LLC (El Segundo, CA)
2) Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)
2) Jim Degnan, CompassPOINT Legal (Jacksonville, FL)
2) Cathy Prichard, Law Firm Automation Inc (Kirkland, WA)
3) Caren Schwartz, Time & Cents Consultants LLC (Fairfield, CT)
Single Site Platinum Consultant of the Year
1) Judy Best and Rick Bernauer, CyTek Corporation (Kansas City, MO)
1) Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)
2) Paul Purdue, Attorney Computer Systems (Dundee, MI)
3) Jim Degnan, CompassPOINT Legal (Jacksonville, FL)
3) Christina Cline, CR Cline & Company LLC (Des Moines, WA)
Single Site Consultant of the Year
1) Paul Purdue, Attorney Computer Systems (Dundee, MI)
2) Jim Degnan, CompassPOINT Legal (Jacksonville, FL)
3) Judy Best and Rick Bernauer, CyTek Corporation (Kansas City, MO)
Congratulations to Paul Purdue, 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 20-21, 2017.
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 2017, and make 2018 the best year yet for your business, and for Tabs3 and PracticeMaster.
In our most recent release, we added new options to the Tabs3 Fee Compensation Rules Report. You can now include allocation amounts for each rule. You can include the total amount allocated for each rule and optionally include the amount allocated by payment for each rule. This new feature is available in Version 18.1.4.894 or later.
Options tab for Fee Compensation Rules Report
Click to see a full size example of the reporting feature on the Fee Compensation Rules Report
Accounts Payable and Trust Accounting financial software now supports printing of the state payer ID number in Box 17 of the 1099-MISC form. This new feature will be a welcome change to Wisconsin firms who provide 1099-MISC forms to their vendors and payees.
To facilitate this feature, we added a new Firm’s State ID # field to Firm Information in System Configuration. As a result, this new field is also available in Tabs3 Statement Designer and Email Templates, as well as PracticeMaster Report Writer and Word Document Assembly. You can read all about this new feature in Knowledge Base article R11756 – Printing the State ID on APS & TAS 1099-MISC Forms.
We will be emailing all Wisconsin firms on November 6th about this new feature so they have time to update the software before they need to process their 1099 forms for 2017. If you work with firms in the Wisconsin region, plan on following up with them to make sure they are aware that this modification to 1099 forms is now available.
This new feature is available in Version 18.1.4.878 and later, which is now available for download.
Earlier this year we added a Tabs3 Connect subscription option for PracticeMaster only firms and these were initially offered at no charge. At the time of the announcement we stated that these would be free of charge until December 1st, at which point we would begin charging the same amount as Tabs3 Billing subscription licenses for anyone wishing to continue its use. A decision has been made to not charge for Tabs3 Connect PracticeMaster only subscription users at this time. Should this decision change, we will provide at least a 90 day notice to you and your affected customers.
Oct 24
Mark your calendar – dates for the 2018 Forum are set! The Forum will be held Friday April 20, to Saturday April 21 at the Embassy Suites in downtown Lincoln. Take this opportunity to learn more about Tabs3 Software, share ideas with fellow consultants, and meet a large part of the Tabs3 staff. You’ll be glad you came!
Do you have an idea for a session you would like to attend, want to present one of your favorite topics? Submit your suggestions to Myrna Johns at [email protected].
We are pleased to announce that we have updated our Taskbill documentation. Previously, instructions for each Taskbill format were in separate documents. Now, all instructions have been combined into a single, easy-to-use Knowledge Base article. Although you still have access to the online help provided with Taskbill, this new article includes everything you need to know in one place.
In Knowledge Base Article R11737, “Configuring and Using Taskbill,” you can now select the Taskbill format instructions you want to view from either a list of known organizations, or by the name of the format. Once a format is selected, tailored step-by-step instructions with screenshots are displayed that walk you through how to configure the format in both Taskbill and Tabs3, how to enter time in Tabs3, and how to export statements from Taskbill using the selected format.
Take a quick look at this new article so you are familiar with it when you need it!