New Knowledge Base Articles

The most recent Knowledge Base articles to be posted are as follows: 

R11488Controlling Which Contacts Synchronize Between Outlook and PracticeMaster 

  • Set up
  • Private Outlook contacts
  • Using a separate contact folder
  • Do Not Sync check box
  • Filters 

R11475Tabs3 Transporter Technical Information 

  • Conversion notes
  • Instructions
  • Log file
  • Error troubleshooting
  • Field mapping

New Knowledge Base Articles

The most recent Knowledge Base articles to be posted are as follows: 

R11482Resources for Integrating PracticeMaster with Outlook 

  • All-in-one stop to find links for integrating PracticeMaster with Outlook 

R11483All About GLS Clients 

  • Archiving GLS clients
  • Creating a new Client 1 in GLS version 16 

R11476Tabs3 Transporter – Timeslips Data Conversion Program 

  • Tabs3 Transporter features
  • Detailed information on what data is converted from Timeslips 

R11428Getting Started with Tabs3 Client Funds and GLS Integration 

  • Step-by-step guide for users who want to start integrating Client Funds with GLS 

R11445Using the PracticeMaster Conflict of Interest Search (COI) 

  • Basics of COI
  • Running a COI search
  • Customizing the report
  • Tips and examples
  • FAQs
  • Troubleshooting

Exchange Connector Released

An access code was previously required when setting up integration between the Exchange Connector and a firm’s Exchange server.  It is now officially released, and this access code is no longer required for PracticeMaster versions 16.1.2.1112 and greater.  These changes were posted on March 30, and are available for download.  See KB Article R11427 (Configuring the PracticeMaster Platinum Exchange Connector) for information regarding the Exchange Connector.

Exchange Connector Advantages

  • PracticeMaster and Outlook stay synchronized, even when PracticeMaster is not open on your workstation.
  • Only one “administrative” Exchange user needs access rights to other users.
  • Periodic synchronization occurs at the server reducing network traffic.
  • The Exchange Connector performs a single periodic synchronization for all users, ensuring that everyone is up-to-date.
  • Access rights to users’ Exchange folders are automatically assigned to the “administrative” user as they log into PracticeMaster.
  • Only requires that PracticeMaster be running on one computer in the office for synchronization to occur for all users.

Tabs3 Transporter Update

Due to popular demand for the free Timeslips conversions, we are no longer scheduling free conversions from Timeslips to Tabs3. We anticipate Tabs3 Transporter, the new program for converting Timeslips data to Tabs3, will be released and available for free download in May, 2012.  Additional details regarding Tabs3 Transporter can be found in R11476, Tabs3 Transporter – Timeslips Data Conversion Program.

Get your own Platinum Versions of Tabs3 and PracticeMaster!

How would you like to take advantage of all the benefits Platinum versions of Tabs3 and PracticeMaster have to offer, right in the comfort of your own office?  Platinum versions of Tabs3 and PracticeMaster Software are available at no charge for all Certified Resellers!  You only need to purchase the Platinum Server.  Standard discounts apply towards the Platinum Server purchase and mandatory maintenance for Certified Resellers is only $100 for the Platinum Server, $200 for the Platinum SQL Server, regardless of connection level.  There isn’t a better way to learn how to support Platinum than to use it yourself. 

  • HotBackup
  • Auto-Recovery
  • Exchange Connector
  • eNote
  • Accelerators

Find out what the buzz is all about!  Have questions about reaching certification?  Contact your sales representative at 402-419-2200.

Tabs3 Transporter

We have developed a new program called Tabs3 Transporter, which makes data conversions from Timeslips to Tabs3 easier and more efficient. 

Tabs3 Transporter has been thoroughly tested by our quality assurance department, but before we release Tabs3 Transporter publicly, we would like the opportunity to test it in our office with Timeslips data from a few more firms. For a limited time, we will offer free conversions from Timeslips to Tabs3.

The free conversion will be limited to what the Tabs3 Transporter can do, and will not apply to some older versions of Timeslips.  Any work beyond that will be billable. 

This is a great opportunity for Timeslips users to convert to Tabs3!  We’ve e-mailed our direct leads that are Timeslips users looking for candidates, and suggest you do the same.

The data converted from Timeslips can include:

  • Client information
  • Aged accounts receivable balances by timekeeper and cost type
  • All billed and unbilled fee, cost, and payment transactions
  • All tcodes, task codes, and task code sets
  • All timekeepers, timekeeper rates, and timekeeper levels
  • Billing frequencies
  • E-mail templates
  • Database abbreviations (text macros)
  • Firm information
  • Accounts receivable aging period configuration
  • Client and timekeeper terminology

If you have a firm that has not yet converted their Timeslips data to Tabs3 and would like to have us convert it, please call our sales department at (402) 419-2200.

Available Products

Our marketing materials and web site currently show prices for single user 2 and 5 timekeeper products, and multi-user pricing for 2, 5, 9 and 19 timekeeper products.  We have changed our policy so that only the products listed in our marketing materials are available.  This change will provide a better customer experience as firms will purchase products more appropriate for their size.  Please contact your sales representative with immediate exceptions or questions.

New Knowledge Base Articles

The most recent Knowledge Base articles to be posted are as follows: 

R11471 – Printing Tabs3 Statements on Specialty Paper

R11468 – Platinum SQL and ODBC Table Names

R11457 – Integration between PracticeMaster and Android Devices through Outlook

R11459 – Ethical Walls in Tabs3 and PracticeMaster Software   

R11473 – How to Change the Default Money Character

R11478 – Transitioning Outlook Recurring Entries to PracticeMaster

R11383 – Information Included in Tabs3 Reports (version 16)

Updated Brochures and Pricing Sheets

Updated brochures and pricing sheets have been added to eNews.  They are located in Brochures under the Marketing tab.  You can also find a Reseller pricing sheet here.  Contact your sales representative if you have questions. 

Update CDs Resent

Before the end of last year, we sent update CDs to all customers on maintenance when version 16 was released.  These updates were sent in groups throughout the summer and fall.  Unfortunately, several firms reported damaged CDs.  Two separate shipments (November 1st and December 13th), were admittedly handled improperly by the post office.  We are sending replacement CDs to these groups this week along with a letter of explanation from Dan Berlin (see below).  If you have a firm that has received a bad CD, please contact a member of the sales department and we’ll get a new one sent.

 

February 29, 2012

Dear Tabs3 and PracticeMaster Client,

Enclosed you will find a new Version 16 update CD to replace the one that we previously sent. After several clients called to report damaged CDs, we met with the post office.  They investigated and confirmed that they incorrectly handled and damaged many of our update CDs. In case your firm was affected, we are sending this replacement, so that you can avoid going to the trouble of requesting one. 

The Version 16 update is one of the many benefits of your annual maintenance contract. I hope that you have a chance to install it soon.  Version 16 is one of our most significant updates in years.  From e-mailing statements in batches to the new Matter Manager, Version 16 has new and enhanced features that make a real difference in the daily work of law firms.

Please contact our office if you have any questions, and thank you for your continued support of Tabs3 and PracticeMaster.

Sincerely,

 

Dan Berlin
President

P.S.  If you would like assistance installing the update, or training on its new features, please contact your local consultant or our support department at (402) 419-2210.