Looking Back on 30 Years of ABA TECHSHOW: An Interview with Dan Berlin

In preparation of ABA TECHSHOW, we submitted a guest blog post featuring Dan and his 30 years at TECHSHOW. He gives some great insight on how TECHSHOW and legal technology has changed over the past 30 years.

You can view it now on the Law Technology Today blog.

 

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Make Sure to Report Self-Generated Leads

Be sure to let your sales rep know when you start working with a new lead that you’ve generated. You should do this for new prospects as well as for existing customers considering additional Tabs3 products or upgrades. Adding these firms into our database assures that they will be referred back to you should they contact us regarding services or purchasing.

Tabs3 Announces New Integration with Fujitsu

Tabs3 Announces New Integration with Fujitsu Press Release

ScanSnap provides law firms the ability to scan documents searchable within PracticeMaster

Lincoln, NE – February 10, 2016 – Software Technology, Inc., the maker of Tabs3 and PracticeMaster, announced a new collaboration with Fujitsu Computer Products of America, Inc., the distributor of ScanSnap scanners in the US. In the latest update to Tabs3 software, clients can use ScanSnap scanners to quickly add searchable (via OCR technology) scanned documents 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.

“Teaming with Fujitsu extends our document search functionality and provides law firms with an innovative and easy-to-use way to save and find their documents in PracticeMaster,” said Dan Berlin, President of Software Technology, Inc. “For over 35 years, we have worked hard to develop reliable, quality software for law firms and to ensure Tabs3 clients can organize their firm’s documents and perform conflict of interest searches easily.”

“ScanSnap makes it easier to find exactly what you need when you need it,” said Scott Francis, Senior VP of Marketing at Fujitsu Computer Products of America, Inc. “Integrating ScanSnap into PracticeMaster gives law firms greater efficiency and productivity.”

Tabs3’s integration with ScanSnap is a Version 18 feature. Version 18 also includes new ways to save time through enhanced reconciliation, bank transaction import capabilities, and improved trust accounting features. The reconciliation process in Version 18 has been completely redesigned to have fewer steps and make any discrepancies easier to understand, helping clients reconcile their accounts faster. Further, clients can save time and prevent the possibility of human error by importing transactions from their bank’s website directly into Tabs3 General Ledger and Trust Accounting software. Finally, with the improvements to Tabs3 Trust Accounting, it’s even easier to keep clients’ trust account balances in check. For more information about Tabs3 and PracticeMaster, visit Tabs3.com.

About Software Technology, Inc.

Software Technology, Inc. (STI), the maker of Tabs3 and PracticeMaster software, has been at the forefront of developing software for law firms for over 35 years. Tabs3 is one of the most widely used legal-specific time and billing products in the United States and has been an industry leader since its introduction in 1979. Tabs3 is designed to seamlessly integrate with PracticeMaster, a leader in practice management software. Among its many features, PracticeMaster provides an easy way for firms to create a firm-wide calendar, search for conflicts of interest, organize case and contact information, and manage email and documents. For more information, call (402) 419-2200, email [email protected], or visit Tabs3.com.

About Fujitsu About Fujitsu Computer Products of America, Inc.

Fujitsu Computer Products of America, Inc. is an established leader in the Document Imaging industry, delivering innovative scanning solutions and services that enable our customers to solve critical business productivity issues and streamline operations. Fujitsu provides cutting-edge document capture solutions for business and personal environments, backed by a comprehensive portfolio of service and support programs. For more information about Fujitsu Document Imaging solutions and services, visit http://us.fujitsu.com/fcpa or call us at (888)-425-8228.

About Fujitsu

Fujitsu is the leading Japanese information and communication technology (ICT) company, offering a full range of technology products, solutions, and services. Approximately 159,000 Fujitsu people support customers in more than 100 countries. We use our experience and the power of ICT to shape the future of society with our customers. Fujitsu Limited (TSE: 6702) reported consolidated revenues of 4.8 trillion yen (US$40 billion) for the fiscal year ended March 31, 2015. For more information, please see http://www.fujitsu.com.

Tabs3 Software in the News!

I wanted to let everyone know that our new ProPay integration is getting some publicity!

We were featured in Legaltech News, which provides timely information and insight into the latest technologies, products, and services available for the legal marketplace, and is distributed to more than 40,000 subscribers. The article features quotes from Dan Berlin and Mike Cottrell, the Director of Sales and Marketing at ProPay, on the exciting new integration between Tabs3 software and ProPay.

You can view the article in PDF form here: Tabs3 Integrates with ProPay to Provide Electronic Payments Solution for Law Firms

You can also view the online article here: http://www.legaltechnews.com/id=1202747624954/Tabs3-Integrates-with-ProPay-to-Provide-Electronic-Payments-Solution-for-Law-Firms 

Some pretty exciting times ahead!

Version 18 is Released!

We are excited about the release of Version 18! Your clients and prospects will appreciate easier month-end procedures and the ability to run productivity reports for previous periods. There should be something for everyone!

Here are a few of the enhancements you’ll find in Version 18:

  • Improved Fee and Cost Entry
  • Importing of Bank Transactions
  • Enhanced Bank Account Reconciliation
  • Automatic Trust Payments
  • Three-Way Reconciliation Report

Remember to visit Tabs3.com/whatsnew for a complete What’s New List.

There are plenty of features for you to sell, and you should email your leads as soon as possible. Here is a sample email you can use. Good luck, and let us know how we can help you promote Version 18.

(Prospect Email)

Thank you for your interest in Tabs3 Software. I just spoke with Dan Berlin, the President of Software Technology, Inc. He told me they just released Version 18. Version 18 includes some wonderful new enhancements to make your billing process a breeze, and the management of your firm’s financials even better. I would be happy to walk you through what I think are the most significant new features. I hope to hear from you soon.

President’s Circle Members for 2016

We want to take this opportunity to recognize a special group of resellers and consultants who have earned the distinction of President’s Circle for 2016. To achieve President’s Circle recognition, Certified Resellers and 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.

 

President’s Circle membership is updated every year. Members of the President’s Circle are listed on our Website with a special logo designating their achievement. Members of the 2016 President’s Circle also have their fee waived to attend our 2016 Reseller Forum.

Here are the members of the 2016 President’s Circle in alphabetical order:

Congratulations to everyone on your outstanding achievements!

 

• Affinity Consulting Group – Britt Lorish / Sandy Adams, Roanoke, VA

• Attorney Computer Systems – Paul Purdue, Dundee, MI

• Baker + Cadence | Solutions – Bill Baker, Hollister, CA

• CompassPOINT Legal – Jim Degnan, Jacksonville, FL

• Consulting Ideas & Solutions PLLC – Cheryl Atherton, Edmond, OK

• CR Cline & Company LLC – Christina Cline, Seattle, WA

• Cytek Corporation – Judy Best / Rick Bernauer, Kansas City, MO

• D’Amore Consulting LLC – Monica D’Amore, Cherry Hill, NJ

• Donald J Coker – Donald Coker, Strafford, NH

• 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, Milwaukee, WI

• Solfecta LLC – Katrina Jasaitis / Jeff Krause, Chicago, IL

• Spillman Technology Solutions – Craig Spillman, Aurora, CO

• The Garver Group Inc – Phil Garver, Voorhees, NJ

2015 Tabs3 and PracticeMaster Reseller Awards

It is once again time to recognize the highest performing members of our channel during the past year. Here are the 2015 Tabs3 and PracticeMaster Reseller Award winners:

PracticeMaster Reseller of the Year

1)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)      Norman Calderon, Greentree Solutions LLC (El Segundo, CA)

2)      Kate Jasaitis and Jeff Krause, Solfecta LLC (Waterford, WI and Chicago, IL)

Tabs3 Billing Reseller of the Year

1)      Edie Zimmerman, Legal Software Solutions (Lake Worth, FL and Centerpoint, IN)

1)      Jim Degnan, CompassPOINT Legal (Jacksonville, FL)

2)      Bill Baker, Baker+Cadence | Solutions (Hollister, CA and Fountain Valley, CA)

Platinum Reseller of the Year

1)      Bill Baker, Baker+Cadence | Solutions (Hollister, CA and Fountain Valley, CA)

2)      Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)

3)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

Reseller of the Year

1)      Britt Lorish, Sandy Adams, Steven Best, Debbie Foster and staff, Affinity Consulting Group (Roanoke, VA; Coral Gables, FL; Alpharetta, GA; and Largo, FL)

2)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

3)      Bill Baker, Baker+Cadence | Solutions (Hollister, CA and Fountain Valley, CA)

Congratulations to Britt, Sandy, Steven, Debbie and the Affinity team, and all of the other resellers recognized for having such an outstanding 2015.

 

Here are our 2015 Single Site Reseller Award winners:

 

Single Site PracticeMaster Reseller of the Year

1)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)      Norman Calderon, Greentree Solutions LLC (El Segundo, CA)

3)      Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)

Single Site Tabs3 Billing Reseller of the Year

1)      Jim Degnan, CompassPOINT Legal (Jacksonville, FL)

2)      Norman Calderon, Greentree Solutions LLC (El Segundo, CA)

3)      Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)

Single Site Platinum Reseller of the Year

1)      Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)

2)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

3)      Judy Best and Rick Bernauer, CyTek Corporation (Kansas City, MO)

Single Site Reseller of the Year

1)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)      Jim Degnan, CompassPOINT Legal (Jacksonville, FL)

3)      Cathy Prichard, Law Firm Automation Inc (Kirkland, WA)

 

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 29-30.

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 2015, and make 2016 the best year yet for your business, and for Tabs3 and PracticeMaster.

Sunset of Version 15.3 Reminder

As a reminder effective June 1, 2016, we will no longer support version 15.3 of Tabs3 and PracticeMaster software. Knowledge Base article R11050 provides additional information about the product life cycle of Tabs3 and PracticeMaster software.

Please advise clients using version 15.3 that they will need to update in order to receive support after June 1 of this year.  We stopped selling version 15.3 in March 2011, so it will have been supported for nearly five years.

Monthly User Newsletters will include reminders on the sunsetting of version 15.3, and clients using version 15.3 will be reminded when they speak with a Technical Support Representative.  Please contact the Sales Departments for update pricing information, or to place an order.

Conversion Staff Available

If you have prospects interested in having data converted to the current version of Tabs3 and PracticeMaster, let us know. As a reminder, we have experienced conversion programmers on staff who can help.

To get a quote, schedule a conversion, or for more information about working with our conversion programmers, contact our Sales Department at 402-419-2200.

Shipping Charges for 2016

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.

Please contact a member of the Sales Department at 402-419-2200 to verify prices such as any order containing multiple CDs or conversion instructions, Saturday delivery, or shipping beyond the lower 48 states.

COD Letters
UPS Ground (3 – 5 business days) $24
UPS Blue (2 day air) $40
UPS Red (overnight) $55

Prepaid Letters (credit card or prepaid company check orders)
UPS Ground (3 – 5 business days) $14
UPS Blue (2 day air) $30
UPS Red (overnight) $45

COD Packages
UPS Ground (3 – 5 business days) $24
UPS Blue (2 day air) $40
UPS Red (overnight) $80

Prepaid Packages (credit card or prepaid company check orders)
UPS Ground (3 – 5 business days) $14
UPS Blue (2 day air) $30
UPS Red (overnight) $70