Gives your firm more than Outlook.
Your Matters Have Never Been This Organized
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.
A Calendar Designed for Attorneys
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®.
Better Conflict of Interest Searches
Instantly see possible conflicts of interest. Click on any conflict to see all of the details. Search partial words and phonetically. Read our white paper “Top Five Tips for Conflict of Interest Checking.”
“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.”
Ben Hammar, Law Clerk
Atwood, Holsten, Brown, Deaver & Spier Law Firm
Manage Documents and Find Them Fast
Let PracticeMaster name and file documents for you so nothing gets lost. We have an easy way to import your documents to get you started. After that, use PracticeMaster plug-ins to save documents from Word, Excel®, Windows Folders or Adobe ® Acrobat / Reader.
Document Assembly That Saves Time
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.
Easily Customize Client Entries
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, and arranged just the way you want them.
"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."
Cindy Fink, Director of Operations
Michael Sullivan & Associates
"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."
Josieda Lord, Office Manager
Conner Lawrence Rodney Olhiser & Barrett LLP
Tracking Client Information Made Easy
“We considered other products but chose to work with Tabs3 because their two solutions provide a single, integrated way of tracking client information. With PracticeMaster and Tabs3, we can work more efficiently.”
It is essential for McHale & Slavin, intellectual property firm, to track docket submission dates so no deadlines are missed, and to centralize document management for easy access across the firm. For this complex task, the firm turned to Tabs3 Billing and PracticeMaster. Click here to find out how they were able to use our integrated software to help minimize errors and centralize data for attorneys, paralegals, and billing personnel.
Tabs3 and PracticeMaster Boost Efficiency and Profits
“Tabs3 Billing and PracticeMaster help us work more efficiently, and when we are more efficient, we can be more profitable.”
Continue reading to see how Tabs3 Billing and PracticeMaster help Stretz/Quinn automate data flows, streamline end-of-month billing reconciliation, enable senior management to easily analyze billable time per resource and per client, and more to make the firm more efficient and more profitable.