Consultant eNews

News and Resources for Consultants

2011 Forum – It’s How We Do It

Apr 21

Posted by Joe Abler in Forum | No Comments

Caption

Paul Purdue accepts his Tabs3 award.

The 2011 Forum once again welcomed resellers from across the country.  “It’s How We Do It” was our theme for the Forum, but it’s how our resellers do it that helps make this event successful.  Many of you graciously share your ideas, solutions, skills and your time for the Forum.  Your cooperation helps new and veteran resellers alike make this a learning experience for everyone who attends.  Below is a list of presenters we want to recognize for helping make this year’s Forum so successful.


2011 Forum Speakers

Amanda Tolstedt – Law Tech Solutions Inc

Jim Degnan receives his PracticeMaster award.

Jim Degnan receives his PracticeMaster award.

Bill Baker – Baker + Cadence|Solutions

Britt Lorish – Affinity Consulting Group

David Moon – Lan-Tech, Inc.

Jeff Krause – Krause Practice Management, LLC

Judy Lassek – Legal Software Services

Monica D’Amore – D’Amore Consulting LLC

Norman Calderon – Greentree Solutions LLC

Paul Mansfield – Paul Mansfield Consulting

Paul Purdue – Attorney Computer Systems

Rick Bernauer – CyTek Corporation

Sandra Adams – Strategic Legal Technology Consultants

Stacy Devlin – Affinity Consulting Group

 

At the awards banquet we recognized the top WorkFlow finalists, and selected a winner.  All four WorkFlows were presented in a main session.  Sandy Adams presented the winning WorkFlow designed by Hazel Segall from Affinity Consulting Group.  It showcased many WorkFlow features by automatically taking care of a firm’s entire check list of what to do when adding a new contact.  Below are the other three finalists.

  • Judy Best – CyTek Corporation
  • David Moon –  Lan-Tech Inc
  • Paul Mansfield – Paul Mansfield Consulting

At the awards banquet, we also recognized resellers for top sales performances in the categories below.  Congratulations on their hard earned, well deserved accomplishments. 

  • Top PracticeMaster Unit Reseller – Jim Degnan, FJP Enterprises, Inc.
  • Top Tabs3 Unit Reseller– Paul Purdue & Mary Jo Blohm, Attorney Computer Systems.
  • Top Platinum Reseller – Harry Salavantis & Stephanie Cleveland, Resource Advisors.
  • Reseller of the Year – Harry Salavantis & Stephanie Cleveland, Resource Advisors. 

Get ready for a change in scenery!  Next year’s Forum will be held at the Embassy Suites in downtown Lincoln.  Stay tuned for dates.

PracticeMaster Quick Guides Posted for Version 16

Apr 18

Posted by Joe Abler in Knowledge Base | No Comments

The Version 16 PracticeMaster Quick Guides have been updated and posted. Quick Guides are available for the following PracticeMaster features: 

  • Contacts
  • Quick Clicks
  • Timer Window
  • Fee Entry
  • Calendar
  • Journaling
  • Outlook E-mail Plug-in

You can access the Quick Guides from Knowledge Base Article R11130, PracticeMaster Quick Guides, at:

www.support.tabs3.com/main/R11130.htm

Many resellers print these documents on a color printer and use them as introductory training materials. If you haven’t worked with the Quick Guides, take a look. You may find these documents particularly helpful for your new sales.

Platinum Promotion

Apr 5

Posted by Joe Abler in Marketing | No Comments

It’s time to promote Platinum version 16!  Don’t wait to contact your current Platinum and inactive CSV prospects, capitalize on this opportunity now. 

Get prepared so that you’re ready to effectively demonstrate and explain these new features by:

Platinum upgrade costs have NOT increased with the release of version 16.  Contact a member of the sales department for a quote.

Version 16 is Released!

Mar 22

Posted by Joe Abler in PR / Announcements | No Comments

We are excited to announce that version 16 has been released!  Not only is version 16 packed with new features to help you sell Tabs3 and PracticeMaster Software, but new marketing materials are available, with more on the way.  If you haven’t done so already, check out our web site and eNews for changes and additions!  Look for new press releases and brochures, as well as new video clips for Matter Manager, WorkFlows, E-mailing Statements and Contacts.  Other version 16 changes of note include Client Server to Platinum terminology, and new prices for PracticeMaster Basic and Premier. 

With the official release, the beta period is now over, and all orders will be version 16.  In a few months, we will begin updating firms on maintenance.  We expect to have all updates sent by the end of the year.

Below is a sample email you should send to your active leads as soon as possible.  On April 5 we will send your active leads another email regarding version 16, that encourages them to contact you to learn more.  On Monday, March 28 we will email all of your closed leads from the past year, and encourage them to contact you to learn more.

Please contact your Sales Representative if you have questions.

—————–

Thank you for your interest in Tabs3 and PracticeMaster Software. I just spoke with Dan Berlin, the President of Software Technology.  He told me that Tabs3 and PracticeMaster version 16 has been released!  There are several new features that I would like to talk to you about, or even show you.  For example: 

  • Amazing e-mailing statement capabilities – automated, custom e-mails with PDF statements for your clients.
  • New Tabs3 Client Inactivity Report – easily identify clients with no activity during a specified time frame.
  • PracticeMaster Workflows (Premier only) – automate office procedures.
  • Matter Manager – See all case related documents, e-mails, contacts, and more in one window so that you can quickly find what you’re looking for.

Version 16 Trial CDs are now available, just contact me if you would like one.  I would like to discuss or demonstrate these features to you.  Let me know if you have any questions as you consider your purchase of Tabs3 and PracticeMaster, and obviously let me know if you are ready to place your order!

I look forward to hearing from you soon.

[your name and contact info]

Manuals

Mar 21

Posted by Joe Abler in General | No Comments

With the release of version 16, Platinum manuals will no longer be included with orders.  Manuals for Platinum and all other products can be found in electronic format on trial CDs, software CDs, as well as our web site.  Remember, the help built right into the programs is a better source for assistance and troubleshooting, as is Knowledge Base.

Version 16 Preparation

Mar 18

Posted by Joe Abler in Tips | No Comments

It’s time to get ready for version 16!  Are you ready?  Let’s get the word out!  Now is the time to broadcast all of the great new features to prospects, and even resurrect leads you haven’t worked on in a while.  We’ll do our part by promoting version 16 in free webinars for Tabs3 and PracticeMaster next month.  We’ll market these webinars to leads that you have marked as lost over the last twelve months, and of course, refer them back to you if they express interest. 

A new PDF is available with pricing changes, while a new trifold PDF is ready to help you do your own promoting.  These PDFs are found in eNews, and are located by selecting the Marketing tab, then Brochures. 

What should you do to get ready for Version 16?

  • Learn how to use and promote the new features
  • Offer to demonstrate new version 16 features to prospects
  • Offer to send new version 16 Trial CD to prospects
  • Get familiar with new marketing materials as they become available
  • Update your web site with pricing changes
  • Contact existing Tabs3 clients about PracticeMaster and Platinum
  • Share important What’s New bullets with prospects

    http://www.tabs3.com/support/update/v161/v161wn.pdf

We hope you are as excited as we are to provide clients with yet another feature rich, reliable update!

Tabs3 Single-User 19 and 39 timekeeper prices removed

Mar 14

Posted by Joe Abler in Marketing | No Comments

One of the changes to our web site and marketing materials you will soon notice is the removal of Tabs3 single-user 19 and 39 timekeeper levels.  These are still available for purchase, but only 2, 5 and 9 timekeeper levels will be visibly promoted.  Firms requiring 19 timekeepers and higher should consider multi-user or Platinum as their first option.  Be sure to make note of these changes.

Version 16 Trial CDs and materials

Mar 14

Posted by Joe Abler in Marketing | No Comments

Get Ready!  Beginning Tuesday, March 15th, we will send version 16 Trial CDs and materials to anyone that requests information.  You can view the updated version 16 brochures and pricing pages in the Marketing section of eNews.  Contact your Sales Representative with any questions.

Get Tabs3 and PracticeMaster Logo Gear

Mar 9

Posted by Joe Abler in PR / Announcements | No Comments

For a limited time, Tabs3 and PracticeMaster logo shirts are available for order.  They are perfect attire for trade shows or meetings with potential customers. Each shirt is custom ordered and embroidered with our logo. To purchase, fax or e-mail your order by April 22, 2011.

Order Form:  www.tabs3.com/offers/shirts2011.pdf

Converting from Older Systems

Mar 9

Posted by Joe Abler in PR / Announcements | No Comments

Effective immediately, clients running Version 11 or earlier who want to update to a more current version will need to send in their data for conversion. We discontinued support for Version 11 on January 1, 2010.

Users can convert their own data or work through a reseller. However, if a firm does not have all the items they need to do the conversion themselves, they will need to send in their data because we will no longer be providing conversion instructions or programs for Version 11 and earlier conversions.

Pricing for in-house conversions can be found in KB article, R10796 – Billable Support Policy.