Integration

Adobe

Save any Adobe document to PracticeMaster with one click. Create billable fee records, client notes, or reminders in your calendar based off of any Adobe file.

CalendarRules

CalendarRules offers general civil litigation-related court and agency rules for State, Federal, Appellate and Bankruptcy courts across the United States. Currently, rules are available in 50 states, with additional courts being added every month. If a firm needs rules not currently offered, they’ll add them within 60 days. CalendarRules is the only rules provider that makes updated rules available in real time.

dtSearch

dtSearch allows clients to search for text within email attachments and linked documents and builds a search index that stores the location of words in your data.

HotDocs

HotDocs specializes in document automation and assembly and allows law firms to automate the generation of transactional legal documents, such as complex wills, trusts, and contracts.

Microsoft Gold Certified Partner

Software Technology has earned Gold Certified Partner status in Microsoft Corp.‘s Partner Program recognizing Software Technology’s expertise and total impact in the technology marketplace. As a Gold Certified Partner, Software Technology has demonstrated expertise with Microsoft technologies and proven ability to meet customer needs. Microsoft Gold Certified Partners receive a rich set of benefits, including access, training and support, that give them a competitive advantage in the marketplace.

Microsoft Word

Use PracticeMaster to assemble Microsoft Word documents using PracticeMaster client and case information.

Microsoft PowerPoint

Save PowerPoint files to PracticeMaster with one click. Create billable fee records, client notes, or reminders in your calendar based off of any PowerPoint file.

Outlook

Synchronize calendar appointments and contact information between PracticeMaster and Outlook. Use the PracticeMaster toolbar in Outlook to quickly generate journal, calendar, and fee entries based on email records in Outlook. Attach PracticeMaster documents when sending an email from Outlook.

Phones

PracticeMaster integrates with smartphones via Outlook. Simply turn on Outlook integration in PracticeMaster to synchronize contacts and calendars. Upgrade to the Platinum version to access Tabs3 Connect (contacts, calendars, client files, and more) on your smartphone. Learn more about Tabs3 Connect.

Internet Explorer

The PracticeMaster toolbar plug-in makes it easy to save pages from online research, then create billable fee records for your time.

PaperPort

Attach scanned images to a client file for quick future reference.

ScanSnap

PracticeMaster clients can use ScanSnap scanners to quickly add searchable (via OCR technology) scanned documents to PracticeMaster from ScanSnap’s Quick Menu. ScanSnap gives users the confidence of knowing that all documents will be found using PracticeMaster’s text search functionality.

Trumpet

With Trumpet, you don’t have to think about OCR. The very act of saving a PDF in PracticeMaster means it will automatically become text searchable because Symphony OCR happens automatically as a back end process.

Visioneer, Inc.

Visioneer, Inc., provides intelligent imaging solutions that enable users to communicate more creatively and effectively. Images scanned by Visioneer products can be linked to cases for tracking, displaying, and printing.

Worldox

PracticeMaster’s conflict of interest search will search the contents of all documents stored by Worldox. PracticeMaster and Worldox synchronize client information. Documents assembled in PracticeMaster are automatically profiled in Worldox.

WordPerfect

Use PracticeMaster to assemble WordPerfect documents using PracticeMaster client and case information. HotDocs required.

ProCirrus

ProCirrus is a full-service cloud hosting company that specializes in providing hosting services for the legal industry. Hosting providers like ProCirrus can make managing your technology much easier. Instead of installing and maintaining programs like Tabs3 on your server, you login to the programs from a secure website that ProCirrus maintains.