- 35-45 Consulting – Nancy Griffing, Houston, TX
- Affinity Consulting Group – Britt Lorish, Daleville, VA; Steve Best, Alpharetta, GA; Debbie Foster, Largo, FL
- Baker + Cadence | Solutions – Bill Baker, Hollister, CA
- Beyond Square One – Donna Brown / Amy Crump, Blanchard, OK
- Chataignier Consulting & Software – Misty Callicott, McKinney, TX
- Circle Management Group Ltd. – Laura Kennedy / Ken Kennedy, High Point, NC
- Consulting Ideas & Solutions PLLC – Cheryl Atherton, Edmond, OK
- CR Cline & Company LLC – Christina Cline, Normandy Park, 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
- Greentree Solutions LLC – Norman Calderon, El Segundo, CA
- Ileene K. Levine Consulting – Ileene Levine, Milwaukee, WI
- 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
- Spillman Technology Solutions – Craig Spillman, Aurora, CO
Growth Incentive Winners
Jan 11
We want to recognize consultants who reached growth incentive awards! Certified consultants that eclipse their previous three years’ sales average by 10% or 20% earn a bonus at year-end. Those reaching the 10% threshold receive an additional 1% on all sales placed during the year, while those hitting the 20% threshold earn an additional 3%. Congratulations to everyone on your achievement!
- 35-45 Consulting – Nancy Griffing
- Affinity Consulting Group – Britt Lorish, Steven Best, Debbie Foster
- BCK Inc – Cindy Krusenklaus
- Circle Management Group Ltd – Laura Kennedy / Ken Kennedy
- CR Cline & Company LLC – Christina Cline
- CyTek Corporation – Judy Best / Rick Bernauer
- D’Amore Consulting LLC – Monica D’Amore
- Heath & Ross – Kate Heath
- Ileene K Levine Consulting – Ileene Levine
- Information Technology Associates Inc – John Crowe
- Legal Software Connection Inc – Frank Jones
- Legal Software Services LLC – Judy Lassek
- OTB Consulting – Bob McNeill
- PC Support Inc – Nancy Childerston
- River Run Computers Inc – Renee Kodner
- Solutions Oriented Systems Inc – Mohammad Khorasani
New resources are available for you, clients, and prospects to learn more about added features:
Training videos have recently been added to our Version 2022 Video Library
New articles are available in the Knowledge Base you may want to familiarize yourself with:
Forum 2022 Pictures
Oct 6
Our new LexShare + PracticeMaster White Paper was recently featured in a TechnoRelease from TechnoLawyer. This is a great resource for firms who share or request secure documents or electronic signatures from clients. I would suggest downloading the PDF and sharing this with prospects as an attachment rather than sending the link which is temporary. For additional information about LexShare check out the Knowledge Base article below.
Forum 2022
Oct 5
It was good to see many of you back here in Lincoln again for Forum! It’s always great to see the friendly faces I get to speak with throughout the year. We greatly value the feedback you provide from your firsthand experiences in the field when you’re here. We use it to prioritize enhancements, improve our software and integrations, and even make changes to improve the Forum experience.
Forum time spent with friends and colleagues energizes us all! The relationship building and comradery at this event is truly unmatched. Awards night was already fun-filled, but having amazingly gifted musicians and performers entertain us really was the icing on the cake.
We want to thank our presenters, speakers and live entertainers that helped make Forum such a success! I also want to congratulate Steven Best for outsmarting (and outguessing) his peers to win top prize in the Two Truths and a Lie game show.
Thanks to our presenters who shared experiences to help you sell and learn more about Tabs3 Billing software:
- Bill Baker
- Steven Best
- Amanda Tolstedt
- Britt Lorish
- Carl Mack
Thanks to our speakers and visitors who shared insight into ProfitSolv portfolio companies:
- Jay Ablian, EVP of Payments – [email protected]
- Bryan Droznes, Cross Sell & Partnerships – [email protected]
- Daniel Salpietra, LexShare Specialist – [email protected]
- Rich Moffat, Clearview Social Director of Sales – [email protected]
- Larry Port, Strategic Business Partner – [email protected]
- Erica Birstler, VP, Product Communications & Support – [email protected]
- Joyce Brafford, Account Executive for Enterprise and Partner Sales – [email protected]
- Janet Sala, Project Manager – [email protected]
Thanks to our live entertainers:
- Dominic Morinelli
- Ken Kennedy
- Steven Best
Come see us again next year at Forum! Mark your calendars for Wednesday, Thursday and Friday, September 13-15!
New Knowledge Base Articles
Jul 13
New articles have recently been added to the Knowledge Base that you should check out.
- R11905 – Requesting and Importing Tabs3Pay Online Payments and Trust Deposits
- R11911 – Using and Customizing the Sample Email Templates
- R11903 – Managing Platinum Services
- R11906 – Using the LexShare Outlook Add-in
- R11901 – LexShare Integration
Visit What’s New in the Knowledge Base to see all the most recently posted articles.
Did you know we had a Webinar Recordings page on our website? Be sure to check it out! Webinar content is updated regularly. Below are just a few you’ll find.
- All about Tabs3Pay (Myrna Johns, 31 minutes)
- Harness the Power of PracticeMaster (Myrna Johns, 54 minutes)
- Everything you need to know about 1099’s (Myrna Johns, 1 hour 17 minutes)
New and updated Training Videos are below:
Intro to Coding Document Assembly Templates (5:37)
Introducing Tabs3Pay (1:19) (Updated to include Surcharging and Trust Request)
A new video is available in our Version 2022 Video Library. Users vs. Timekeepers provides an explanation of how users and timekeepers differ from each another. This is a great video to share with users or prospects that may be unclear about how these two are different in Tabs3 Software. It can be found under All Tabs3 Software | Getting Started.
Version 2022, Build 22.1.7.647, includes a change to the Reindex Files window allowing users to select individual Email Attachment (CMARC*) files to reindex. This change will shorten the amount of time it takes to reindex when you only need to reindex one file.