The Matter Manager shows client information and a timeline of activity for any matter – emails, documents, fees, appointments, costs, research notes, and more. Pull up a billing summary to quickly see what’s been billed, paid, and the balance of the client’s trust account.
View appointments by day, week, or month for everyone in your office with a firm-wide calendar. Find appointments fast by color-coding them by staff member or type of activity. Drag and drop to easily reschedule events. Integrates with Outlook®.
Let PracticeMaster name and file documents for you so that nothing gets lost. To get started, right-click on any document or folder and select "Send to PracticeMaster." PracticeMaster toolbar plug-ins allow you to save documents while in Word, Excel®, or Adobe® Acrobat / Reader as Document Management Records.
Use information you have already entered into PracticeMaster to fill in the blanks for common documents, using PracticeMaster Document Assembly (Microsoft® Word required). You quickly end up with a great first draft to review. PracticeMaster Document Assembly can automatically bill for any document. PracticeMaster also integrates with HotDocs®.
Upgrade to Platinum to securely enter your time, see your calendar and documents, and review any matter while you are away from the office. Log in from your smartphone, tablet, or any computer with an internet connection.
Collect different client information for different areas of practice. Area of Practice Templates let you change the client entry pages based on matter type, so that all data fields are relevant to the matter.
PracticeMaster is practice management software designed specifically for law firms. You may think that Outlook alone is enough because Outlook can organize an attorney’s contacts and your calendar. But Outlook can’t organize a legal matter.
Learn more about document management, accepting credit cards, and upgrading to Platinum by signing up for our FREE WEBINARS!
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