Consultant eNews

News and Resources for Consultants

Software Packages

Mar 3

Posted by Joe Abler in General | No Comments

When receiving orders from us, it is important to carefully inspect the contents of any package prior to forwarding on, or delivering it to your customers.  You want to be sure you have received the proper materials, and that nothing has been damaged during transit.  Potential issues can be resolved much sooner, and it can prevent delays with clients.   

There are rare occasions when packages arrive damaged, and you should notify us immediately so that we can file a claim.  In this event we will send a replacement at no charge, using the same shipping method used to send the original package.  We will replace a damaged program master disk if notified within 7 days of delivery, so be sure to review it upon arrival. 

Hold on to the package until you’ve received verification from us that a claim has been settled.  It can be discarded at that point.  If you ever receive a package that is obviously damaged prior to even opening, simply refuse it noting the reason that the package was damaged and call us immediately.

2011 Forum

Mar 3

Posted by Joe Abler in Forum | No Comments

The 2011 Forum is only a few weeks away!  Sign up now so you don’t miss out on a terrific opportunity to learn in detail all the new Version 16 features, and better yet, how to use these to generate more sales and consulting work.  It’s the perfect time to speak with STI staff members from all departments, network with your peers, and have a good time.

The Forum will be held at The Cornhusker Marriott in Lincoln on Friday, March 25 and Saturday, March 26.  There will be a pre-forum presented by some of your peers Thursday afternoon, March 24th. 
 
For more details and registration regarding the Forum, click the link below or e-mail sales at [email protected]:
 
http://2011forum.eventbrite.com/
 
If you would like to attend, or have questions about the pre-forum on Thursday, please contact Michelle Motyka at [email protected].

Forum WorkFlow Contest Information

Feb 16

Posted by Joe Abler in Forum | No Comments

Description:

The WorkFlow Contest is designed to encourage resellers and consultants to expand their understanding of the power that WorkFlows can have for PracticeMaster clients.

Contest Rules:

Each Reseller or Consultant shall submit one WorkFlow per e-mail to our judging panel (to [email protected]) by February 28, at 4:00 PM.  We ask that each company submit no more than 2 entries.  Each entry submitted shall include an export file with the WorkFlow, a listing of any additional fields that need to be added to a file (or an AOP export, for WorkFlows involving custom changes or custom AOPs), a brief summary of the benefits or reason for the WorkFlow, and the steps necessary to activate the WorkFlow.   

After the WorkFlows have been received, our committee will install and review all submissions. Each submission will be considered based on originality, usefulness, and ROI.

The finalists (top 3-5 entrants) will be notified a week prior to the Forum, and given 10 minutes to demonstrate their WorkFlow during the first day of the Forum.  This demonstration will be held in the main room, and all attendees will get a chance to vote for the winning WorkFlow. 

Prize:

All finalists will receive: 

  • Praise and adoration from their peers
  • A certificate listing their achievement
  • A listing on the eNews website, indicating what their WorkFlow can do, along with contact information for that reseller

The winner will receive:

  • Praise and adoration from their peers
  • A certificate listing their achievement
  • A listing on the eNews website, indicating what their WorkFlow can do, along with contact information for that reseller
  • A special prize

If you would like information about the Forum, or are ready to sign up, please visit http://2011forum.eventbrite.com/.

APS Check Ordering

Feb 15

Posted by Joe Abler in General | No Comments

Do your clients plan on reordering Tabs3 Accounts Payable (APS) checks this year?  If so, consider the following. A new check format will be available when Version 16 is released. Version 16 has a new Memo field for each invoice that can be printed on the check. Therefore, consider having clients order a smaller quantity of checks than usual, so that once they receive Version 16, they can order the new checks and take advantage of the new Memo field. We plan on sending out Version 16 to all maintenance users before the end of the year. Keep in mind that they can still use their old checks with Version 16, but they will not be able to print the memo on the check unless they have the new check form (L1572).

Vote for Tabs3 and PracticeMaster!

Feb 8

Posted by Joe Abler in PR / Announcements | No Comments

For the 8th year in a row, Tabs3 and PracticeMaster have won the top prize in the Law Technology News® (LTN) awards.

Ready to make it 9?

LTN awards are awarded based off of a Technology Satisfaction Survey, and this year’s survey takes less than five minutes to complete.

You will find Tabs3 and PracticeMaster listed in the Office Technology and Practice Management categories.

Please vote for Tabs3 and PracticeMaster today, and encourage your clients to vote as well!  Voting ends April 8.

www.almlegalintelligence.com/LTN

Thank you in advance for helping keep Tabs3 and PracticeMaster the most award-winning software in our industry.

Reseller of the Year!

Jan 28

Posted by Joe Abler in PR / Announcements | No Comments

The Reseller of the Year Award is based on overall business generated from both existing and new users of Tabs3 and PracticeMaster software. After a three year absence from the top, our 2010 winner came from behind with a big December rally to win not only the CSV Reseller Award, but also the Reseller of the Year.  We are very proud to announce our Reseller of the Year for 2010:

Harry Salavantis & Stephanie Cleveland, Resource Advisors – Albany NY

Congratulations Harry and Stephanie!  Resource Advisors had a terrific year generating revenue from upgrades as well as new sales. Way to go!

Here are your finalists in order of finish who also had terrific years selling Tabs3 and PracticeMaster: 

  • Harry Salavantis & Stephanie Cleveland, Resource Advisors – Albany NY
  • Sandra Adams & her staff, Affinity Consulting Group – Coral Gables FL
  • Britt Lorish & her staff, Affinity Consulting Group, Roanoke VA
  • Paul Purdue & Mary Jo Blohm, Attorney Computer Systems – Dundee MI

Congratulations to Harry and Stephanie on a job well done.  Thanks to Sandra and her staff, Britt and her staff, Paul and Mary Jo as well!

Tabs3 Award Winner

Jan 25

Posted by Joe Abler in PR / Announcements | No Comments

Our Tabs3 award winner was also runner-up for new PracticeMaster sales, and our only reseller to finish in the top four in both Tabs3 and PracticeMaster sales.  Way to go!

The top Tabs3 Reseller for 2010 is:

Paul Purdue & Mary Jo Blohm, Attorney Computer Systems – Dundee MI

Here are your top Tabs3 resellers in order of finish: 

  • Paul Purdue & Mary Jo Blohm, Attorney Computer Systems – Dundee MI
  • Cathy Prichard, Northwest Law Office Automation – Kirkland WA
  • Norman Calderon & Michelle Hinds – Greentree Solutions LLC – El Segundo CA
  • Sandra Adams & staff, Affinity Consulting Group – Coral Gables FL

Congratulations to Paul and Mary Jo on another great year!  Thanks to Cathy, Norman, Michelle, Sandra and her staff as well!

PracticeMaster Award Winner

Jan 17

Posted by Joe Abler in PR / Announcements | No Comments

Congratulations to our PracticeMaster award winner on having a great year selling PracticeMaster software, and for winning his first award!  

The top PracticeMaster Reseller for 2010 is:

Jim Degnan, FJP Enterprises, Inc., Jacksonville FL

Here are your top PracticeMaster resellers in order of finish:

  • Jim Degnan, FJP Enterprises, Inc., Jacksonville FL
  • Paul Purdue & Mary Jo Blohm, Attorney Computer Systems, Dundee MI
  • Bill Baker, Baker + Cadence | Solutions, Hollister CA
  • Monica D’Amore, D’Amore Consulting LLC, Cherry Hill NJ

Congratulations to Jim on a fine year selling PracticeMaster.  Thanks to Paul and Mary Jo, Bill and Monica as well!

Name Change for First National Merchant Solutions

Jan 13

Posted by Joe Abler in General | No Comments

First National Merchant Solutions (FNMS), the company that provides merchant accounts that integrate with Tabs3 products, recently informed us they have been acquired by a company called TSYS (pronounced tee-sis).  TSYS already owned a majority of FNMS, but they recently purchased the remainder of the FNMS stock. 

The only change that affects us should be the name used when talking about our credit card authorization feature.  We will start to update our materials with their new name right away, “TSYS Merchant Solutions SM, formerly First National Merchant Solutions®”.  The links and email addresses for FNMS that we use today will continue to work for the foreseeable future.   Contact your respective sales representative at 402-419-2200 with questions.

President’s Circle 2011 Members

Jan 11

Posted by Joe Abler in PR / Announcements | No Comments

We want to take this opportunity to recognize a special group of resellers who have earned the distinction of President’s Circle for 2011.  To achieve President’s Circle recognition, Certified Resellers and Consultants must:

  • Have strong unit and upgrade sales.
  • Provide feedback on developments and changes in our industry.
  • 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 along with a special logo designating their achievement.  Members of the 2011 President’s Circle also attend our annual Reseller Forum in the spring for free.

Here are the members of the 2011 President’s Circle in alphabetical order: Read the rest of this entry »