PracticeMaster integrations
Connect your favorite tools and keep every matter on track.
PracticeMaster integrations centralize information, streamline workflows, and reduce manual work across intake, documents, calendaring, and hosting. Connect once, keep your data in sync, and let PracticeMaster act as the hub of your firm’s daily operations.
Supported integrations
Connect to all your favorite tech.
Intake, CRM, and client experience
Streamlined intake and automation tools let you track prospective clients, qualify incoming marketing leads, and engage them with targeted campaigns. Use text automation and custom intake forms to nurture prospects, then import lead data directly into PracticeMaster to speed up onboarding and avoid double entry.
LexShare lets you securely share documents with clients and request signatures online. Signed documents are then imported right back into PracticeMaster’s Document Management, so your files stay complete and organized by client and matter.
Document and search management
NetDocuments is a cloud-based document and email management platform built for organizations with high data security requirements, including law firms. With PracticeMaster, you can access NetDocuments files directly from Client and Matter Manager and include them in Conflict-of-Interest searches for more thorough checks.
PracticeMaster’s conflict of interest search can examine the contents of all documents stored in Worldox, giving you deeper visibility into potential issues. Client information is synchronized between the systems, and documents assembled in PracticeMaster are automatically profiled in Worldox for consistent record-keeping.
dtSearch lets you search for text within email attachments and linked documents, building a search index that records where words appear in your data. Combined with PracticeMaster, it helps locate key information quickly across large volumes of documents.
Cloud hosting and IT
CyberlinkASP is a Tabs3 Recommended hosting and IT management solution tailored for legal practices. It provides a virtual desktop environment with application hosting, Microsoft 365 access, document storage, and more.
ProCirrus specializes in cloud hosting for law firms. Instead of installing and maintaining programs like Tabs3 and PracticeMaster on your own servers, you log in to a secure website managed by ProCirrus, simplifying updates, security, and day-to-day IT management.
Uptime Practice is a Tabs3 Recommended cloud hosting partner that adapts to your needs. Host your entire server (applications, documents, and more) or just your Tabs3 software applications, and access PracticeMaster from your computer as if it were running locally.
Document assembly and drafting
HotDocs helps law firms automate the creation of transactional legal documents such as wills, trusts, and contracts. Integrated with PracticeMaster, HotDocs can pull client and case data into templates, improving accuracy and speeding up drafting.
Use PracticeMaster to assemble WordPerfect documents using existing client and case information (HotDocs required). Keep your drafting tools and your matter data tightly connected for consistent, efficient document generation.
Save any Adobe document to PracticeMaster with a single click. From there, create billable fee records, client notes, or calendar reminders based on the file, ensuring related work is tracked and billable.
Scanning, imaging and OCR
Visioneer offers imaging solutions that let users capture and work with high-quality scanned images. Those images can be linked to cases in PracticeMaster for tracking, display, and printing, keeping all case-related material together.
PaperPort
Attach scanned images directly to a client file in PracticeMaster for quick future reference. Turn paper documents into organized digital records that are easy to locate and use.
Ricoh (ScanSnap iX1600)
Using the Ricoh ScanSnap iX1600 with PracticeMaster gives you a first-class legal document management workflow. Ricoh scanners provide fast, high-quality capture, delivering clear images that are easy to store, search, and work with inside your DMS and PracticeMaster.
Trumpet (Symphony OCR)
With Trumpet, you don’t have to think about OCR. Saving a PDF in PracticeMaster triggers Symphony OCR as a back-end process, making documents text-searchable automatically and improving your ability to find key content later.
Custom solutions for law firms
Built for your practice areas, secured for your needs.
Tabs3 Billing integrations help law firms across practice areas create leaner, more profitable operations.
Litigation & Trial Firms
Use NetDocuments, Worldox, CalendarRules, and dtSearch to manage deadlines, discovery, and brief libraries with confidence.
Transactional & Corporate Practices
Leverage HotDocs, Adobe, and WordPerfect to automate complex document packages and keep agreements consistent and on-brand.
Family Law, Estate Planning & Elder Law
Combine HotDocs with scanning and imaging tools (PaperPort, Ricoh, Trumpet, Visioneer) to digitize client files and streamline repeatable document sets.
Personal Injury & High-Volume Practices
Rely on robust DMS integrations and cloud hosting (NetDocuments, Worldox, CyberlinkASP, ProCirrus, Uptime Practice) to support large caseloads and distributed teams
IP & Boutique Firms
Use powerful search (dtSearch), document management, and secure hosting to stay organized across long-running, detail-heavy matters.
One practice management system. Many integrated tools.
PracticeMaster integrations reduce manual tasks, improve visibility, and keep every case moving from intake to resolution.