PracticeMaster has a wide range of functionality. Creating and sharing documents, sending notifications to coworkers, and tracking billable hours are all possible without any add-ons that muddy the experience.
“PracticeMaster has helped our family law and estate planning firm manage both professional and client contacts. The document management functionality has all but eliminated issues regarding misplacement of files . The ability to utterly customize the forms for clients and contacts is much appreciated, and the syncing between Outlook and PracticeMaster works flawlessly.”
“We are impressed with the ability to customize PracticeMaster to meet our firm’s needs. We have taken significant advantage of the new features offered in Document Management as well as the WorkFlows.”
PracticeMaster includes Document Management. This feature allows you to create a convention for naming and saving documents for your firm, and then let PracticeMaster save and name your documents automatically from programs like Microsoft Word, Adobe, or Outlook email attachments. Import any file, or batches of files, to PracticeMaster by right-clicking and selecting “Send to PracticeMaster.”
The Document Assembly feature in PracticeMaster lets you instantly assemble documents that you frequently use. You set up a template for a document that includes placeholders for specific types of information, such as client name, client address or judge. Then, you assemble the document and PracticeMaster inserts the relevant client and case information in your template to produce a new document.
If you would like to subscribe to CalendarRules court rules, you can request a quote here or send the list of courts desired (the more specific, the better) and mention that you’re currently using PracticeMaster to email@example.com.
Using PracticeMaster’s proprietary indexing, the average conflict of interest check takes a matter of seconds.
PracticeMaster helps you find what you’re looking for faster by color-coding appointments by case, employee or area of practice. You can also select whose calendar shows up on your screen — everyone in your firm, or just the people working on a specific case.
Yes, PracticeMaster lets you see and schedule appointments for other people in your office without the expense of Microsoft Exchange Server. PracticeMaster also gives you security settings to limit those who see appointments for certain attorneys or clients.
“Can I schedule recurring appointments?”
Yes, PracticeMaster makes it easy to schedule recurring appointments, whether it’s a meeting every other Tuesday or one on the 14th day of every month.
There are two ways to use PracticeMaster on your phone or tablet.
First, if you integrate with Outlook you can synchronize your contacts and calendars between PracticeMaster, Outlook and your phone.
Second, Tabs3 Connect, a Platinum feature, provides access to Tabs3 and PracticeMaster anywhere you can connect to the internet. No apps to download, simply log in using your phone, tablet, laptop, or offsite computer. Tabs3 Connect gives you access to your client and contact information, fee and cost entry, personal and firm-wide calendar, and more. On phones and tablets, you can tap to create a fee, and flick to scroll through a list. Tabs3 Connect was designed to protect attorneys’ sensitive information. The information you access using Tabs3 Connect is secure because it resides at your office, on your computer. It won’t be stored on someone else’s server in the cloud, or on a phone that you might lose.