2020 Forum

The 2020 Forum certainly had a different look and feel to it.  Although we didn’t get to see you here in person there were many silver linings.  Do you think we would have heard Jeff Levine break out into song in person?  We got to see many faces virtually with more than 70 consultants participating.

Below are just a few things we heard about the forum:

Judy Best – “It was so nice to see everyone again!  The remote access really went off without a hitch and we all behaved ourselves relatively well by not speaking over each other.”

Kate Heath – “The Software Technology team proved again that they adapt to the situation in which they find themselves and create the most positive outcome they can achieve, partnering technology and people.  It’s always inspiring to participate.”

Dominic Morinelli – “Have been attending for 30 years, and this year, even with all of its limitations, was one of the top two I have attended in terms of knowledge gained.”

Jeff Levine – “In spite of the challenging circumstances this year’s Forum was definitely worth attending.  And it set a high bar for any virtual conference to meet.  Just because we were virtual did not make us any less of a community.”

Special thanks to those of you that volunteered time and shared your expertise with others.  We appreciate all you did to help make this such a successful event.

Communication: From Lead to Loyal Client – Nancy Griffing, John Rock & Debbie Foster

How to Prepare For and Manage a Data Conversion – Monica D’Amore & Caren Schwartz

PracticeMaster Customization and WorkFlow Tips – Paul Purdue, Judy Lassek & Dominic Morinelli

PracticeMaster Integration with NetDocuments & Worldox – Bill Baker & Britt Lorish

Don’t Leave Money on the Table – Jordan Turk & Amanda Huyck (LawPay)

For those of you still wanting to view any of the forum session recordings be sure to do it soon because they won’t be available after the end of this month.  They’re here on eNews under the Forum tab until that time.  If you haven’t already returned a signed NDA and would like to view any of the recordings, let Joe know and he’ll coordinate it.

Although next year’s forum is likely to have a virtual component we anticipate hosting this event “as usual” in 2021.  We are moving it to the fall going forward however.  A forum in the fall will better coincide with our annual release.  Set your calendars now, next year’s forum is scheduled for Thursday and Friday, September 23rd and 24th.  I would expect there to be a CosmoLex session and a President’s Circle meeting on Wednesday the 22nd.  We’ll see you then!

More New Videos

Three new videos have been added to the Video Library:

Working with Client Funds (Tabs3 Billing, 4:55)

Printing Checks in Accounts Payable (Tabs3 Financial Software, 4:03)

Working with Journal Entries (Tabs3 Financial Software, 3:24)

Don’t be shy, be the first to recommend a video for us to create!  Send your thoughts to [email protected].  If we use your suggestion I just may give you a shout out on eNews.  What could bring more notoriety than being mentioned on eNews?

Latest Videos

Two new videos are now available in our Video Library.

Working with Trust Transactions

Printing Checks in Trust Accounting

Email [email protected] with suggestions for future videos.

Statement Manager

You were recently notified of the new Statement Manager feature found in Tabs3 Billing.  This feature is definitely eNews worthy.

As you know, the Statement Manager is now available in Version 2020 Pre-Release.  Anyone that is already on Pre-Release can simply Check for Updates to obtain it.  Firms not already on Pre-Release should visit Tabs3 Pre-Release Program for signup instructions.  Be sure to check out the new Statement Manager Video if you haven’t seen it already.

Make sure you’re up to speed with all the latest features to best support your customers.  All Certified Consultants should be taking part in Pre-Release!  Let Joe know if you have questions about this process.  Also, if you have questions regarding Pre-Release features you can contact the Pre-Release Support Team at (402) 419-2219 or [email protected].

New Videos

A few more videos have been added to our already impressive video library:

Intro to Word Document Assembly (PracticeMaster, 2:27)

Paying a Vendor (Tabs3 Financial Software, 3:50)

Statement Manager (Soon to be in Tabs3, 3:50)

I just spoke with a woman this week who raved about our videos so make sure your prospects and customers are aware of them.

Our video gurus are always looking for suggestions.  Email them at [email protected] with your brilliant ideas!  Check out Tabs3 and PracticeMaster Training Videos to see all video content.

More New Videos!

Our video crew remains hard at it compiling training videos of popular Tabs3 and PracticeMaster features.  These are great to share with clients and prospects.

Don’t be shy!  If you have suggestions for a new video, send an email to [email protected].  Check out Tabs3 and PracticeMaster Training Videos to see all video content.

New Game Changing Features now Available in Version 2020!

Our team has been working hard on new Version 2020 features and we are excited to let you know that these are now available. Several of these features are game changers and you should evaluate how you demo and train on the software. 

  • Tabs3 Matter Manager – The Tabs3 Client Manager has been changed to the Matter Manager with a new look and improved features. Check out this Tabs3 Matter Manager Video.
  • Time Zone Field – A Time Zone field has been added to the PracticeMaster Calendar allowing you to specify a time zone for events and tasks. Knowledge Base article R11836, “PracticeMaster Time Zone Overview”, includes additional information regarding this feature. Check out this Enabling Time Zones Video.
  • Expanded Fields – Several field lengths have been increased in the software such as the Work Description in the Tabs3 Client file, the Amount field in the Payment file, and the Statement Number field when generating statements. See KB article R11812 for a complete list of the fields that were expanded.
  • Statement Enhancements
    • Cover Statement Continuation Layout in Statement Templates
    • Custom Fields in Statement Designer Layouts
    • Group PDF Output by Sort
    • Optional Cover Statement when generating Statements

These features are available to all firms on a Maintenance Plan. Simply go to Help | Check for Updates to download and install the new features. Stay tuned for still more items we’re working on!

New Feature – Exporting Statements for State Farm Cluster Billing

A new feature is now available in Tabs3 Taskbill allowing firms to export statements for State Farm Cluster Billing.  Please review R11583 in the Knowledge Base for complete details.  Firms on maintenance wishing to obtain this new feature should go to Help | Check for Updates.  Contact a Technical Support Representative if you have questions.

New Installation Wizard

We recently released a new installation wizard to assist users installing Tabs3 Software.  The installation wizard makes it easier to setup new systems eliminating the need to customize each product.  When new products are added the wizard will only ask relevant questions specific to the product being added.  Expect to see the helpful new wizard on your next new install!

Still More Videos!

Numerous videos have been added to our documentation since the release of Version 2020 and our awesome video crew recently added new goodies to the cookie jar.  You might be surprised how much a prospect or user can learn about a feature or function by simply viewing a video.  Be sure you’re familiar with what’s available by visiting Tabs3 and PracticeMaster Training Videos.

Hosting with ProCirrus – (Getting Started, 2:27)

Utilizing the Outlook Toolbar Plug-in (Using PracticeMaster, 3:19)

Reviewing Pre-Bills Digitally (Statements, 4:07)

Working with eNotes (Using PracticeMaster, 3:01)

Do you have an idea for a new video?  Send an email to [email protected].