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

Tabs3 is Nominated for Best Time and Billing System, Best Case Management Solution, and more!

Tabs3 is nominated for a multitude of awards in two different surveys that close in September.

The first survey is for the Best of Daily Business Review (DBR) Survey and it closes on September 13. The DBR’s annual reader’s choice ranks South Florida’s top legal vendors of services, products, or education. Tabs3 and PracticeMaster software nominated for the following categories:

  • Best Case Management Solution
  • Best Docketing & Calendaring Solution
  • Best Time & Billing Solution

If you live or work in the South Florida area, please vote for Tabs3 and PracticeMaster here.

 

The second survey is for the Best of LegalTimes Survey and it closes on September 24. The LegalTimes’ annual reader’s choice ranks Washington, D.C.’s top legal vendors of services, products, or education.  Tabs3 and PracticeMaster software nominated for the following categories:

  • Best Matter Management System
  • Best Case Management Software
  • Best Docketing & Calendaring Software
  • Best Time & Billing Software

If you live or work in the Washington, D.C. area, please vote for Tabs3 and PracticeMaster here.

 

Finalists are determined by popular vote for both surveys, so please forward this on to your clients if they live in the specified areas.

Tabs3 Recognized as one of the Best Legal Time and Billing Systems

In the past year, Tabs3 Billing has been recognized as one of the best legal time and billing systems by the Best of Legal Times Survey, the National Law Journal Reader Rankings, and the Legaltech Innovation Awards. Legaltech News, The National Law Journal and Legal Times are some of American Lawyer Media’s most prominent national legal news publications, which also includes American Lawyer, Corporate Counsel Magazine and Legal Technology News.

“We are thrilled to be recognized by the readers of these legal publications. For over 35 years we have worked hard to develop reliable and quality software for law firms.” said Dan Berlin, President of Software Technology, Inc. “This kind of recognition from the legal community means a great deal to our entire team.”

We received a digital plaque for being recognized as one of the top providers to the legal marketplace, so feel free to use the digital plaque in your marketing as well.

Best of Readers Rankings for the National Law Journal

Best of Readers Rankings for the National Law Journal

Version 18 Pre-Release Date Announced for Resellers

We are excited to announce that we will release Version 18 Beta for resellers on Wednesday, August 26th!

To get you ready, we will offer training over three days starting on August 24th.   You can see the schedule and sign up here: http://tabs3resellers.eventbrite.com.

Thank you in advance for helping with the pre-release of Version 18.  It’s going to be a great release.  Please let me know if you have any questions.

Scott Baird

P.S.  Don’t forget to recruit clients (especially firms that use GL and Trust) so that we can get Version 18 to market quickly.  Feel free to share the features in the What’s New List with individual clients and prospects. Once a client is ready, use this form (www.tabs3.com/prerelease) to sign them up or use the email template we created below.

 

Good morning,

Dan Berlin, the President of Tabs3 Software, just called to let me know I can include a few of my clients in the pre-release of Version 18, and I immediately thought of you.

Version 18 is full of solid enhancements, especially for firms with Tabs3 Financial Software. The reconciliation process in Tabs3 General Ledger Software (GLS) and Tabs3 Trust Accounting Software (TAS) has been completely redesigned to include fewer steps, and to be better. For example, if you happen to enter in the wrong payment date or clear a transaction by mistake, the new Undo Reconciliation feature makes it quick and painless to make corrections.

Here are some additional Version 18 highlights from the What’s New List that Dan sent me:

  • Import Bank Transactions – Save time by importing transactions downloaded from your bank’s website directly into Tabs3 General Ledger and Trust Accounting software. The software will automatically create “matched transactions” for you to review.
  • Automatic Trust Payments – Using settings you define, automatically create a payment from your client’s trust account when you generate your client’s statement. You can also combine trust transactions for easier reconciliation.
  • Enhanced Reconciliation – Easily enter Interest and Service Charge adjustments. The new Undo Reconciliation program lets you undo reconciliations performed in Version 18 or later.
  • Improved Fee and Cost Entry – Use the Fee Recap icon for a summary of fees entered for a timekeeper on a specified date. See which rate you charge when adding or changing a fee and cost entry in PracticeMaster, as well as when using the Convert to Fee feature.
  • Date-Based Reports – All period-based reports in Tabs3 Billing are now date based, which means they can be run for previous months, and no longer rely on advancing the current reporting month.

I hope you are interested in the pre-release of Version 18. If you are interested, just visit Tabs3.com/PreRelease for further instructions. If you are not interested, please let me know, so that I can offer this opportunity to another firm.

If you have any questions, please let me know.

Thanks,

(Your name)

Changes to Platinum Exchange Connector

The Platinum Exchange Connector integrates with Exchange via the same API that Outlook uses – the Microsoft Messaging API (MAPI). Historically there have been two providers of MAPI, Outlook and a stand-alone program called Exchange MAPI. The Platinum Exchange Connector has always supported both providers up until now.

The Exchange MAPI provider is no longer supported by Microsoft. Therefore, effective immediately, we will no longer support the installation of Exchange MAPI on Platinum servers, and instead will require firms to install Microsoft Outlook 2007 SP3 or later on their Platinum server in order to integrate with our Platinum Exchange Connector. Although firms will need to acquire an additional Outlook license, eliminating Exchange MAPI will provide a more stable and overall better experience. We have updated our documentation to reflect this change. Knowledge Base Article R11596 includes information on configuring the Platinum Exchange Connector.

New White Paper – Top Six Reports We Recommend to Every Attorney

A new white paper is now appearing in the ABA Journal, the Legal Technology Resource Center, and TechnoLaywer, Top Six Reports We Recommend to Every Attorney. This document covers six different reports we recommend attorneys to run each month in order to keep tabs on their firm’s performance.

For other white papers and press releases, please visit the Press Releases and Articles page on our website. Feel free to share these with clients and prospects, or use them in your own marketing.

New White Paper – Buying Software? Start By Evaluating Service!

A new white paper is now appearing in the ABA Journal and TechnoLawyer, Buying Software? Start By Evaluating Service! This document covers important items for law firms to consider when purchasing software, such as support and service levels, as well as reputation.

For other white papers and press releases, please visit the Press Releases and Articles page on our website. Feel free to share these with clients and prospects, or use them in your own marketing.

Updated Troubleshooting Resources Available in Knowledge Base

The following Knowledge Base articles have been significantly updated with new material. Take a look at these recently posted resources when you have time. You may quite possibly find new information that will help save you time.

  • R10008Troubleshooting Performance Issues – Start here whenever a firm has performance issues. We have streamlined this article to include the most common issues that cause performance problems.
  • R11637Network Performance Guide – This article discusses how to help diagnose speed-related issues with regards to using Tabs3 and PracticeMaster software in a networking environment.
  • R10184Network Troubleshooting Guide – This article discusses how to deal with recurring network related errors when using Tabs3 and PracticeMaster software.

Troubleshooting performance issues and errors can be time consuming and frustrating. These newly improved articles will help you, your firms, and their IT departments narrow down causes in an efficient manner and help find a resolution as quickly as possible.

New Platinum Webinar Preview Video


Tabs3 Marketing has produced the above video to send to current clients interested in attending the Platinum Webinar. We sent this video to 19 timekeeper firms in our monthly webinar email on April 30th and it was well received.

Tabs3 is Now on Capterra, a Software Review Site

Capterra is a software review site where Tabs3 Billing, Tabs3 Trust Accounting, and PracticeMaster are available for review. Capterra ranks software based on two things – amount of reviews and overall rating. Capterra is used by tens of thousands of firms, in fact, last month alone, Tabs3 had almost 28K combined views on our three profiles.

In order to submit your review, or to send a review request to clients, please use the following link: http://www.capterra.com/reviews/1500589/product-select?vi=t. This link directs you to all three listings on Capterra where reviews can easily be submitted.

Whenever there is an opportunity for clients to share their opinions of a product, there is always the possibility of a negative review or an unsatisfied client. Our strategy for negative reviews is to monitor what is being said, who is saying it, and what the individualized proper course of action should be. We will monitor submitted reviews and contact you if a client of yours has posted anything that should be addressed.

There are also “badges” you can add to your website pages that promote our current rating (currently 5 stars across the board) and link to our Capterra review page if clicked. Please let me know if you would be interested in adding these on your website and I will send them over via email.