Bruce Policky, Product Manager for Tabs3 and PracticeMaster, will show your clients how to process credit card payments and trust deposits in Tabs3 in an upcoming webinar on October 14, and again on November 10. He will also talk about ways to accommodate state bar guidelines for accepting trust deposits via credit card. Credit cards are a great way for your clients to improve cash flow and reduce the time they spend on collections. Be sure to let them know about this! For more information and to register, click here:
Philip Allendorfer, Director of Development for Tabs3 and PracticeMaster, will discuss the benefits of CSV and explain the technology behind CSV features like HotBackup and Report Accelerators. Phil does a great job of explaining how the technology works. If you have CSV prospects or clients with questions about CSV, they should attend, especially if they have technical questions. This is a great opportunity for you and your clients to get your questions answered by the expert! There will be a session on October 13, and another on November 11. Learn more and register for this webinar at this site:
The quality of our support and our updates are just a few reasons why we have one of the best maintenance renewal rates in the industry. However, a small percentage of firms do not renew their maintenance. It is valuable for you and us to find out why. They may have a new person in place that needs some training, they may not have installed the last update and could use some assistance, or they may be thinking of moving on to another system because they don’t understand everything Tabs3 and PracticeMaster can do for them. All are great opportunities for you to generate business.
We will let you know when a firm lets maintenance expire. Our Client Service reps e-mail each firm and carbon copies their reseller. When you see this, jump on it. Find out how you can help them, and let us know why they haven’t renewed. Then we can complement your conversations with our follow up. Again, these are great business opportunities, and we look forward to working with you on these when they come up.
Timeslips Discount
Sep 14
We have offered a 20% discount to existing Timeslips customers switching to Tabs3 Software for years, and this popular promotion will continue. Beginning today, the maximum discount that a firm can receive by switching to Tabs3 from Timeslips will be $200. You will soon see this change reflected on the web site. As a reminder, it only applies towards a new purchased license of Tabs3 (including Client Server), and firms must provide us with proof of purchase to receive their discount.
Palm Conduits
Sep 9
Since Palm has not made any changes to the Palm Development Kit since 2004, we will not be providing a Palm Conduit for Version 16 PracticeMaster. The most current Palm Development Kit that Palm provides to software companies was released in 2004. The Palm Development Kit was not designed to work with the tools that our programmers use today. Palm also stopped selling devices that use this technology in 2007, so we feel this will affect a relatively few number of users. In addition, we have made significant improvements with Outlook synchronization in Version 16 which will provide a much better user experience when synchronizing handheld devices to PracticeMaster through Outlook.
Version 16 Betas
Sep 2
Version 16 Beta is right around the corner and is packed with features that clients will love. Here are just a few of the new features that you will see in Version 16:
• A new easy, more automated way to e-mail statements to clients
• New Client Inactivity Report in Tabs3
• Automatic two-way Microsoft Outlook synchronization of contacts and calendar entries in PracticeMaster
• PracticeMaster Premier WorkFlows to automate and make sure that you don’t forget tasks and procedures (e.g., when you save a new client, get prompted to add a calendar entry for your first meeting, etc.)
• Enhanced Contact Management in Tabs3, PracticeMaster, and Tabs3 Trust Accounting
• New Log Off User feature for Client Server Versions
• Enhanced Outlook Sync with Exchange Server for Client Server Version users
To obtain your Version 16 Beta, e-mail [email protected] and we will reply with a beta agreement. Be sure to share this e-mail address with eligible clients that are also interested in receiving a Version 16 Beta. We anticipate Betas will be available by the end of September for you, followed in a few weeks to your users.
Free Upcoming Webinars
Aug 19
Once again in both August and September we will host two FREE webinars. You should promote them to your clients and prospects that might be interested. Please see the bottom of this post for sample e-mails that you can use.
- Accepting Credit Cards (August 24 & September 22)
- Understanding Client Server Version (September 21)
Accepting Credit Cards: August 24 & September 22
Join Bruce Policky, Product Manager for Tabs3 and PracticeMaster, to learn how accepting credit cards in your law practice will save you time and money, and help you get paid faster. In this one-hour session, you will see how to use Tabs3 Billing software to process credit card payments, and how Tabs3 Trust Accounting Software can help you comply with bar association guidelines when used to accept trust account deposits via credit card.
Bruce will be joined by representatives from First National Merchant Solutions, who will be available to answer your questions about credit cards, merchant accounts, and how your law firm can take advantage of low, negotiated credit card processing rates for Tabs3 users. Space is limited.
To register, click this URL or paste it into your Internet browser: http://creditcards.eventbrite.com
Understanding Client Server Version: September 21
Join Philip Allendorfer, Director of Development for Tabs3 and PracticeMaster, to see how the Client Server Version of Tabs3 and PracticeMaster software can make your work life even better, and increase productivity at your office.
Topics include:
- Report Accelerators
- HotBackup and backup strategies
- Transaction Processing
- eNote (Intra-office messaging in PracticeMaster Premier)
- Compatibility with existing networks/systems
- Impact on hardware environment
- Your questions
This is your opportunity to learn how your firm will benefit by using CSV from the expert. Space is limited.
To register, click this URL or paste it into your Internet browser: http://csv.eventbrite.com
Dear Joe,
Great news! The Product Manager for Tabs3 and PracticeMaster, Bruce Policky, just let me know that he is hosting a free webinar on credit card processing on August 24 and again September 22 for 30 minutes discussing the benefits and will demonstrate credit card processing in both Tabs3 and Tabs3 Trust Accounting Software. This is a terrific opportunity for you to learn how accepting credit cards can help you get paid faster while helping to reduce write-offs. You can sign up for this free webinar by visiting http://creditcards.eventbrite.com. Here are a few of the specific topics covered:
- Benefits of accepting credit cards
- Demonstration of credit card processing in Tabs3 & Tabs3 Trust Accounting.
- Making trust deposits while staying within bar association guidelines.
P.S. Let me know if you sign up. I would love to hear what you think after the webinar.
Dear Joe,
Great news! The Director of Development for Tabs3 and PracticeMaster, Philip Allendorfer, just let me know that he is hosting a Client Server (CSV) webinar on September 21. He will spend about an hour providing a technical perspective on CSV. This is a terrific opportunity for you and your IT professionals to learn about the benefits of CSV and how the technology works. You can sign up for this free webinar by visiting http://csv.eventbrite.com. Here are a few of the specific topics covered:
- Overview of Client Server Technology
- HotBackup and backup strategies
- Report Accelerators
- Compatibility with existing networks and systems
- Impact on hardware environment
- Server recommendations
Let me know if you sign up. I would love to hear what you think after the webinar.
P.S. If you are interested, but the time doesn’t work, let me know.
Firms can save $20 per license of Worldox when purchasing PracticeMaster Premier and Worldox together before the end of 2010. Be sure to use the coupon code WDPM-10 when placing your order with Worldox. Some of you may have already seen the “Worldox and PracticeMaster A winning combination” ad which recently ran on TechnoLawyer (see link below).
http://www.tabs3.com/company/partner.html#worldox
Be sure to take advantage of this opportunity by letting your clients know right away. If you have questions on Worldox, please contact them at 800-962-6360.
Software Leasing
Jul 22
With the increase in Client Server Version (CSV) sales over the past year, we have seen an increase in the number of firms interested in working with a leasing company to finance the purchase of Tabs3 and PracticeMaster licenses. It can be a great way for firms to make a needed investment in technology without the upfront capital investment. We think that most leasing companies today understand that almost all software, including Tabs3 and PracticeMaster, is licensed for use and not sold. However, some leasing companies will not lease anything that they cannot get physical ownership of in case of default. This would exclude software from being leased through these companies. It would be prudent of you to remind your customers to make sure they discuss this point with the leasing company they are dealing with.
With that in mind, we have known the people from Baytree Leasing for over 10 years. They have done numerous software and hardware leasing arrangements with law firms across the country including Tabs3 and PracticeMaster customers. Baytree typically attends the major legal industry trade shows as well. To learn more about their experience in the legal market, go to www.baytreeleasing.net/legalenduser.htm. This page contains their “Value Attributes” and other helpful information on Baytree Leasing for Law Firms. Here is the link to Baytree’s Vendor Financing Program http://baytreeleasing.net/legalvendor.htm.
Software Technology, Inc. does NOT have any financial or contractual relationships with Baytree Leasing. We have simply agreed to provide contact information in order to give you additional options when trying to close a sale. Below is the contact information for Baytree Leasing:
John Dondey National Sales Director Baytree Leasing Company 4577 Nob Hill Road, Suite 205 Sunrise, FL 33351 email: [email protected] Toll Free (P): 877 229-4888 x224 Toll Free (F): 877 815-4828 Toll Free (efax): 800 919-4340 Cell: 954 232-6308
Please let me know if you have any questions.
Scott
We previously required firms upgrading to CSV to purchase a year of maintenance on any product with prorated maintenance set to expire within 60 days of their order. We no longer do. However, we still highly recommend purchasing maintenance in this circumstance. Purchasing maintenance with new Server Software and new Client Server Versions of Tabs3 and PracticeMaster is still mandatory for the first year. Our Sales Team can always provide you with pricing and prorated expiration dates.