Consultant eNews

News and Resources for Consultants

Tabs3 Recognized as the Most Innovative Time and Billing Software

May 12

Posted by DeAnna Masterson in General, Marketing, PR / Announcements | No Comments

We have some exciting news to share with all of you.

Tabs3 Billing Software was just named the most innovative billing software by American Lawyer Media, Legaltech News, and The Recorder. If you don’t know, the Innovation Awards are an annual recognition of the best legal technology leaders, products, and projects in the legal community.

You can view and download the official press release here: LTN Innovation Awards

Below is an email template you can use with your current clients or leads to announce the great news! Keep in mind that we will send an email blast to all lost and active leads (since 2015) this week.

Email Template:

Good morning/afternoon,

I just got off the phone with Dan Berlin, President of Tabs3 software, and he wanted me to share some great news with you!

Tabs3 Billing Software was just named the most innovative billing software of 2016 by American Lawyer Media, Legaltech News, and The Recorder. The Innovation Awards are an annual recognition of the best legal technology leaders, products, and projects in the legal community.

I’m honored to support an innovative product like Tabs3, and would love to show you the newest features sometime soon.

If you’re interested in scheduling some time with me for a demonstration, let me know.

Thanks you,

Your Name

The Forum

May 10

Posted by Joe Abler in Forum | No Comments

What a terrific Forum. It was good seeing so many familiar faces, and some new ones. We’re just as busy after the Forum as we were preparing for this big event. There is so much information to process! We spend hours going through notes, rankings, new features, and feedback to help make future plans. Next year’s Forum is back at Embassy Suites, and will be held the weekend of April 21 – 22, 2017. Be sure to mark your calendars.

Thanks to everyone who participated in the 2016 Forum. You all helped make it a big success.

Speakers

  • Jeff Krause – Solfecta, LLC
  • Sheryn Bruehl – River Run Computers Inc.
  • Christina Cline – C.R. Cline & Company, LLC
  • Judy Lassek – Legal Software Services LLC
  • Debbie Foster – Affinity Consulting Group
  • Monica D’Amore – D’Amore Consulting, LLC
  • Paul Purdue – Attorney Computer Systems

Success Stories

  • Bill Baker – Baker + Cadence Solutions
  • Paul Purdue – Attorney Computer Systems
  • Sandra Adams – Affinity Consulting Group

The Feud Participants

Team West

  • Judy Best – CyTek Corporation
  • Cheryl Atherton – Consulting Ideas & Solutions
  • Christina Cline – C.R. Cline & Company, LLC
  • Sheryn Bruehl – River Run Computers Inc.

Team East (Winners and probably cheaters)

  • Sandra Adams – Affinity Consulting Group
  • Donald Coker – Donald J. Coker, PA
  • Edie Zimmerman – Legal Software Solutions
  • Monica D’Amore – D’Amore Consulting, LLC

Welcome New Certified Reseller

May 5

Posted by Joe Abler in PR / Announcements | No Comments

Congratulations to Ramon Nuguit of Foothill Technical Solutions LLC of Rocklin, California who reached Certified Reseller status for Tabs3 and PracticeMaster! Foothill Technical Solutions LLC has been added to our Certified Reseller list and map.

tabs3.com/resellers/cr_west.html

Please contact your Sales Representative if you have questions about how you can become a Certified Reseller.

Nelco Webinar on May 24th at 1pm Central Time

May 3

Posted by DeAnna Masterson in Marketing | No Comments

On Tuesday, May 24th at 1pm we will host a webinar along with Nelco on How to Prevent Check Fraud and What to Look For.

Modern technology allows criminals to create forged cashier’s checks that are virtually indistinguishable from legitimate cashier’s checks. As a result, it may take a surprisingly long number of days, even weeks, to catch the forgery. But even when it is uncovered, the victim will still be in the same pickle, since financial institutions will take the position that the person who deposited the check with them is responsible and will charge it back against the depositor’s bank account. This can be devastating, particularly if the account is a law firm trust account.

To help make sure that you or others in your law firm do not fall prey to such devastating consequences, join us on Tuesday, May 24th for our free webinar, How to Prevent Check Fraud, to learn more about what to look for in a legitimate check and how to make sure your checks have enough security features to ensure you’re protected against check fraud.

You’ll learn…

  • What check security is available
  • Common misconceptions of check security
  • How to choose which level of check security is right for your firm
  • How to print checks directly from Tabs3 software

We recently sent out an email to all Accounts Payable and Trust Accounting clients, and the webinar will also be promoted through our online newsletter and a direct mailer that Nelco will send out.

You and your clients can register to attend the live webinar, receive a webinar recording, or both at www.tabs3.com/CheckWebinar.

White Paper Resource List

Apr 26

Posted by Joe Abler in Marketing | No Comments

A new Knowledge Base article has been posted. R11694 – White Paper Resource List

This article provides links to white papers and articles with information regarding Tabs3 software. Each link opens a PDF file that can be printed or saved.

The most recently published articles can always be found on the front page of the KB under the New Articles section.

Office 2016 Integration

Apr 14

Posted by Dawn Bevans in General | No Comments

As we start to notify firms about the update to Version 18, we want to make sure you know that the Office 2016 integration with Tabs3 and PracticeMaster has been fully tested. This includes Office 2016 32-bit and 64-bit versions, as well as Exchange Server 2016. Additionally, Version 18 is also compatible with using Outlook 2016 as the MAPI client on the Platinum Server for the Exchange Connector (as of v18.1.3.390 posted March 14, 2016). Knowledge Base article R11657, Third Party Integration Requirements, has been updated to reflect that Office 2016 and Exchange Server 2016 have been tested.

Tabs3 Logo Shirts and Accessories are Available

Apr 6

Posted by Joe Abler in Marketing | No Comments

Once again, Tabs3 logo shirts are available for order.  They are perfect attire for trade shows and meetings with potential customers. Each shirt is custom ordered and embroidered with our logo. In addition to logo shirts, various Tabs3 accessories are available such as blankets, cinch packs and beach towels. Follow the link below for shirt and accessory options. To purchase, simply email your order to [email protected]. Please allow up to six weeks for delivery.

Order Form: https://www.tabs3.com/offers/reseller_items_for_order.pdf

ScanSnap integration Video Available

Apr 6

Posted by Joe Abler in Marketing | No Comments

We recently shared an article on the new ScanSnap integration available in Version 18. Check out the video they published explaining the PracticeMaster integration with ScanSnap. As a reminder, clients can use ScanSnap scanners to quickly add searchable scanned documents (via OCR technology) to PracticeMaster from ScanSnap’s Quick Menu. ScanSnap gives users the confidence of knowing that all documents will be found using PracticeMaster’s text search functionality.

New Knowledge Base Articles

Mar 22

Posted by Joe Abler in Knowledge Base | No Comments

These new Knowledge Base articles have been posted. The most recently published articles can always be found on the front page of the KB under the New Articles section.

R11684 – Tabs3 Device Interface Instructions

This article contains all Tabs3 Device Interface formats. To the right, there is a Format Selection box, allowing you to quickly view instructions for individual formats without needing to scroll through the article or view all formats.

R11686 – Configuring and Using ScanSnap

This article features information regarding how to set up PracticeMaster integration with Fujitsu ScanSnap scanners, troubleshooting information, and frequently asked questions.

R11696 – Sample Data and Starter Data Resources

This article includes a list of resources with information on the fields and data that are installed with the software.

R11697 – Report Finder: Info in Tabs3 Reports

This article categorizes Tabs3 version 18 reports by the type of information each report provides. Selecting one or more check boxes will show a filtered list with only the reports that provide that type of information.

R11702– Trumpet Symphony OCR

This article provides information on how Symphony OCR integrates with PracticeMaster.

 

ProPay Support and New Client Inquiry Information

Mar 10

Posted by Joe Abler in General | No Comments

With the release of Version 18.1, Tabs3 now integrates with ProPay for credit card processing. Below is some helpful information regarding ProPay.

How do I contact ProPay Customer Service?

You can contact ProPay Customer Service at [email protected] or by clicking the Technical Support link in the Credit Card Authorization window. ProPay customer service is available Monday through Friday from 7AM to 5PM MT, and you can typically expect a response within an hour (they tell us usually within 15 min). We recommend including your firm name as well as a phone number where you can be reached when submitting a support request.

Note: ProPay Customer Service is optimized to respond to Tabs3 firms’ support requests via the [email protected] email address. Attempting to contact ProPay by telephone is very likely to result in a significantly longer wait time.

How can I sign up to accept credit cards through ProPay?

If you are ready to sign up, visit Tabs3.com/ProPay. If you have questions about setting up a ProPay account, you can fill out the contact form on the signup page. It’s important to note that if a firm processes over $50k of transactions in a month, they will need to sign up through an underwriting process, but that should take less than 72 hours.