Consultant eNews

News and Resources for Consultants

Sales Tax Change Reminder

Mar 3

Posted by Joe Abler in General, Software Technology | No Comments

As you know, due to economic nexus legislation effective March 1, 2020, Software Technology, LLC will begin collecting and remitting sales tax in many states (when applicable).

We are integrating with a 3rd party product called Avalara to manage taxability.  When you request quotes or place an order, our system will automatically apply taxes, if applicable, based on location and which products are sold.

You should have already received an email from Jared Moscrip, our Controller & Director of Finance.  It contained instructions on filing and submitting a new exemption certificate.  Please contact Jared if you have questions.

Rolling out new Features

Mar 3

Posted by Joe Abler in PR / Announcements | No Comments

We are in the process of rolling out new features for Tabs3 Version 2020.  The following features are now available in Pre-Release:

  • PracticeMaster Calendar Time Zones
  • CMARC file limit increase

Other features coming soon to Pre-Release:

  • Field length extensions for Clients, Contacts, and Payments
  • Increase statement number limit to 999,999,999

Customers on a Maintenance Plan that are interested in these new features are eligible to join the Pre-Release program.  They can simply send an email to [email protected] to start the process.  The Pre-Release team will send a Pre-Release Agreement, and once signed and returned, the customer will be able to download and install the latest version.

New Features Posted

Feb 20

Posted by Joe Abler in General, PR / Announcements | No Comments

Version 20.1.8 of Accounts Payable now has the ability to store a copy of an invoice or receipt with the corresponding invoice, manual check, or EFT.  Simply click the new Attach File button and select the file you want to store with the invoice.  When the APS entry is saved, a copy of the attached file will be placed in an “APS Invoice” folder in the Current Working Directory.

Additionally, we added the ability to quickly print an individual check for an unpaid invoice from the APS dashboard.

Keep up-to-date with all the changes to Version 2020 by reviewing the Version 2020 Release Notes, watching for update emails, and reading eNews.  Firms can also use the Help|Check for Updates option to get the latest release information.

Renovations Complete!

Feb 7

Posted by Joe Abler in PR / Announcements | No Comments

New CosmoLex Contact

Feb 7

Posted by Joe Abler in CosmoLex | No Comments

Many of you have worked with Sophia at CosmoLex as she has spent much of her time acting as Manager of Partner Relations.  She is presently on leave and Michelle Wertman was recently named Manager of Partner Relations in a permanent capacity.  Please contact Michelle for any CosmoLex partner related questions.  She can be reached at 866-878-6798 Ext 535, or [email protected].

To register CosmoLex leads and see additional information about the CosmoLex partner program, visit the links below:

CosmoLex lead registration – https://partners.cosmolex.com/register-your-lead

CosmoLex Partner Program FAQs – https://partners.cosmolex.com/faqs

Become a CosmoLex partner – https://partners.cosmolex.com/become-a-partner

More Training Videos!

Feb 6

Posted by Joe Abler in General, Marketing | No Comments

Our awesome video crew is still hard at it and have recently posted more videos that your prospects and clients may wish to view.

Using Quick Clicks (PracticeMaster, 3:33)

Getting Started with Clients (PracticeMaster, 3:02)

Adding a Letterhead Image (Tabs3, 2:34)

What’s coming next?  Expect to see Calendar Overview, Recurring Entries and Conflict of Interest videos coming to a popular web page soon! Additional videos are headed your way over the coming months.

You can access all Version 2020 videos at https://www.tabs3.com/trainingvideo/v2020/video.html.

If you have suggestions for new videos or feedback on what we already have, email [email protected].

Tabs3 Apparel and Accessories

Feb 4

Posted by Joe Abler in Forum, PR / Announcements | No Comments

Tabs3 and CosmoLex logo shirts are now available for order. They are perfect attire for trade shows, meetings with potential customers, or the upcoming Forum! Each item is custom ordered and embroidered with our logo. In addition to logo shirts, various accessories are available such as blankets, drawstring bags, and beach towels. Follow the link below for shirt and accessory options. To purchase, simply email your order to [email protected] by February 25, 2020.

Click for Order Form

President’s Circle Members for 2020

Jan 15

Posted by Joe Abler in PR / Announcements, Software Technology | No Comments

We want to take this opportunity to recognize a special group of consultants who have earned the distinction of President’s Circle for 2020. In addition to using the 2020 President’s Circle logo, members of the President’s Circle also have their fee waived to attend our 2020 Forum.

Here are the members of the 2020 President’s Circle in alphabetical order:

  • Affinity Consulting Group – Britt Lorish, Daleville, VA
  • Attorney Computer Systems – Paul Purdue, Dundee, MI
  • Baker+Cadence | Solutions – Bill Baker, Hollister, CA
  • Beyond Square One – Donna Brown and Amy Crump, Blanchard, OK
  • Chataignier Consulting & Software – Misty Callicott, Fort Worth, TX
  • *CompassPOINT Legal – Jim Degnan, Jacksonville, FL
  • Computer Network Services – Dominic Morinelli, Grosse Pointe Park, MI
  • Consulting Ideas & Solutions PLLC – Cheryl Atherton, Edmond, OK
  • CR Cline & Company LLC – Christina Cline, Des Moines, WA
  • CyTek Corporation – Judy Best / Rick Bernauer, Kansas City, MO
  • D’Amore Consulting LLC – Monica D’Amore, Haddonfield, NJ
  • Donald J. Coker – Donald Coker, Strafford, NH
  • DoxAdvisors LLC – John Rock, St Michaels, MD
  • Greentree Solutions LLC – Norman Calderon, El Segundo, CA
  • Law Firm Automation Inc. – Cathy Prichard, Eatonville, WA
  • Legal Software Services LLC – Judy Lassek, Scottsdale, AZ
  • Legal Software Solutions – Edie Zimmerman, Brazil, IN
  • Resource Advisors – Harry Salavantis, Albany, NY
  • Spillman Technology Solutions – Craig Spillman, Aurora, CO
  • The Systems Shop – Jeff Levine, New York, NY
  • TLC Systems Inc. The Legal Connection – Ron Sunker, Kingwood, TX

*We are recognizing Jim Degnan as President’s Circle Emeritus.  Although retired, he still works with customers and has earned the right to be included in this elite group given his history and strong 2019 performance.  Jim expects to be at the forum this year so you’ll get a chance to send him off.

To achieve President’s Circle recognition, Certified Consultants must:

  • Have strong new unit and upgrade sales.
  • Provide feedback on developments and changes in our industry.
  • Provide feedback on marketing concepts and ideas.
  • Offer ideas for product enhancements.
  • Participate in pre-release 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.

Congratulations to everyone on your outstanding achievements!

2019 Tabs3 and PracticeMaster Consultant Awards

Jan 13

Posted by Joe Abler in General | No Comments

It is once again time to recognize the highest performing members of our channel during the past year. Here are the 2019 Tabs3 and PracticeMaster Consultant Award winners:

PracticeMaster Consultant of the Year

1)     Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)     Britt Lorish, Steven Best, Debbie Foster, and staff, Affinity Consulting Group (Daleville, VA; Alpharetta, GA; Largo, FL)

3)     Harry Salavantis, Resource Advisors (Albany, NY and New York, NY)

Tabs3 Billing Consultant of the Year

1)     Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)     Norman Calderon, Greentree Solutions LLC (El Segundo, CA)

3)     Britt Lorish, Steven Best, Debbie Foster, and staff, Affinity Consulting Group (Daleville, VA; Alpharetta, GA; Largo, FL)

Platinum Consultant of the Year

1)     Britt Lorish, Steven Best, Debbie Foster and staff, Affinity Consulting Group (Daleville, VA; Alpharetta, GA; Largo, FL)

2)     Paul Purdue, Attorney Computer Systems (Dundee, MI)

3)     Harry Salavantis, Resource Advisors (Albany, NY and New York, NY)

3)     Jim Degnan, CompassPOINT Legal (Jacksonville, FL)

3)     Judy Lassek, Legal Software Services LLC (Scottsdale, AZ)

Consultant of the Year

1)     Britt Lorish, Steven Best, Debbie Foster, and staff, Affinity Consulting Group (Daleville, VA; Alpharetta, GA; Largo, FL)

2)     Paul Purdue, Attorney Computer Systems (Dundee, MI)

3)     Judy Lassek, Legal Software Services LLC (Scottsdale, AZ)

Congratulations to Britt, Steven, Debbie, the Affinity team, and all of the other consultants recognized for having such an outstanding 2019.

 

Here are our 2019 Single Site Consultant Award winners:

 

Single Site PracticeMaster Consultant of the Year

1)     Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)     Judy Lassek, Legal Software Services LLC (Scottsdale, AZ)

3)     Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)

Single Site Tabs3 Billing Consultant of the Year

1)     Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)     Norman Calderon, Greentree Solutions LLC (El Segundo, CA)

3)     Jim Degnan, CompassPOINT Legal (Jacksonville, FL)

3)     Judy Lassek, Legal Software Services LLC (Scottsdale, AZ)

3)     Donald Coker, Donald J Coker (Strafford, NH)

Single Site Platinum Consultant of the Year

1)     Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)     Judy Lassek, Legal Software Services LLC (Scottsdale, AZ)

3)     Jim Degnan, CompassPOINT Legal (Jacksonville, FL)

Single Site Consultant of the Year

1)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)      Judy Lassek, Legal Software Services LLC (Scottsdale, AZ)

3)      Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)

Congratulations to Paul Purdue, and our other single site award honorees.

Shipping Charges for 2020

Dec 31

Posted by Joe Abler in General | No Comments

We recently made minor changes to shipping costs to adjust for price increases by UPS. Most orders are delivered electronically, so this won’t affect many of them.

Please contact a member of the Sales Department at 402-419-2200 to verify prices such as any order containing multiple CDs, Saturday delivery, or shipping beyond the lower 48 states.

COD Letters
UPS Ground (3 – 5 business days) $29
UPS Blue (2 day air) $51
UPS Red (overnight) $69

Prepaid Letters (credit card or prepaid check orders)
UPS Ground (3 – 5 business days) $19
UPS Blue (2 day air) $41
UPS Red (overnight) $59

COD Packages
UPS Ground (3 – 5 business days) $29
UPS Blue (2 day air) $52
UPS Red (overnight) $102

Prepaid Packages (credit card or prepaid check orders)
UPS Ground (3 – 5 business days) $19
UPS Blue (2 day air) $42
UPS Red (overnight) $92