Tabs3 | PracticeMaster - Product | PracticeMaster Basic Features

PracticeMaster Basic

Practice management software that helps you find case, client and contact information for your law firm, and find it fast.

Features

Integration

Ease of Use

PracticeMaster's easy to use interface gives you point-and-click access to your most common tasks. View a Screen Image
A special Form Designer allows you to add custom fields and modify forms so you can track and organize client information the way you want.

Calendars

View appointments for everyone in your office with a firm-wide calendar. View a Screen Image
View calendars by day, multi-day, week or month.
Find what you're looking for faster by color-coding appointments by employee or type of activity.
Schedule appointments for one individual, selected individuals, groups or everyone in the firm and includes checking for conflicting events already scheduled, thus helping to keep the firm organized and limiting potential conflicts.
Drag and drop to reschedule appointments.
Sets multiple reminders for appointments so you remember to follow through on tasks before client meetings.
Define your own holiday schedules. Use federal, state, county or even jurisdiction specific criteria when creating reminders and due dates from one of the firm's calendar plans.
Uses security settings so people only see appointments for certain attorneys or clients.
Schedules recurring appointments.
Calendar can be synchronized with Palm Inc.'s Palm™ handhelds, Microsoft Outlook® or exported to other systems.

Conflict Checking

Instantly find conflicts of interest with anyone in your firm. View a Screen Image
One click drill down into the details of any conflicts of interest.
Search options, including "match partial words," "starts with," "phonetic check," and "contains," help to provide a more flexible and accurate search.
Phrase matching, such as "must match at least one word" or "must match all words," gives you the ability to be extremely specific in your search.

Client and Case Information

Stores contact information such as phone, mailng address and e-mail address for easy access. View a Screen Image
Attaches files and e-mails to your client records so you can find them easily. View a Screen Image
Instantly look up references to a person, including those in appointments, meeting notes and e-mail correspondence.
Synchronizes related party contacts with Palm™ Handelds and Outlook®.
Synchronizes clients with Palm™ handhelds and QuickBooks®.
Creates meeting notes for clients and cases.
Enter or paste notes (not specific to phone or e-mail records) as client notes in a free form text file with built-in spell checking.
Associate notes with a client and/or a related party (such as notes from a meeting with your client and opposing counsel).
Associates related parties with multiple clients.

Time Tracking

Stopwatch timers to track the time you spend on phone calls or Internet research. View a Screen Image
Combine time from several timers to create one billing entry from your work throughout the day.
Manage stopwatches for multiple tasks at the same time.
Automatically create fees in your billing software from the time you track, and appointments on your calendar.
Sets minimum time increments for billing entries.
Cost transactions can be posted in Intuit's QuickBooks®.

Document Tracking

Links documents and images to cases or clients so that you can find them easily.
Built-in document history tracking.
Scanned documents using Nuance's® PaperPort imaging software can easily be attached to a document management record within a client file, making the image readily retrievable at any time.
Work with documents in Word®, Excel®, or Adobe Acrobat/Reader, and save them as Document Managed records in PracticeMaster.
Create Journal, Calendar, and Fee records while working with documents in Word, Excel, and Adobe Acrobat/Reader.

E-mail

Sends and receives HTML and text e-mails through PracticeMaster (compatible with most e-mail programs). View a Screen Image
Use your existing e-mail address book.
File e-mails in PracticeMaster files while in Outlook®.
Spell check outgoing e-mail.
PracticeMaster automatically suggests which client an e-mail should link to based on e-mails in that client's file.
Links e-mails to contacts or cases.
Links e-mail attachments to contacts or cases.
E-mail in PracticeMaster works with Microsoft Exchange Server® or most MAPI compliant e-mail programs, such as Microsoft Outlook®.

Reports

Client summary reports that show all activities and references to a client. View a Screen Image
Calendar reports that show appointments for a day, week or month. View a Screen Image
Task reports that show pending assignments. View a Screen Image
Client Inactivity Report lets you easily identify clients and cases with no activity in a specified time frame.
Create custom reports using any PracticeMaster field.
Save reports in PDF, HTML, Excel (XLS or XLSX), or text files.

Security

Restricts the ability of any user to view, enter, edit, or delete information for any client or case.
Limits access to any employee calendar.
Limits access to any client calendar.

Minimum System Requirements

Windows Vista / XP.
Minimum processor speed and system memory are the same as your operating system requirements.
78 MB of free hard disk space.
52 MB of free hard disk space for the System Configuration program. The System Configuration program must be installed in order to use PracticeMaster.
800x600 or higher screen resolution.
32-bit color recommended.
Internet Explorer Version 8, 7, or 6.
A CD-ROM drive for installing the programs onto the hard disk.
Wireless networks are not recommended or supported.
If using the Client Server Version, STI Server is required. The STI Server software must be installed on a computer running Microsoft Windows Server 2008/2003/2000 (either 32-bit or 64-bit versions) or Windows XP Professional. A multi-core processor is recommended and the network must use the TCP/IP protocol.