The Data File Integrity Check (DFIC) and Archive File Integrity Check (AFIC) are important tools used to test data files for valid information and structure.   Read More...


There are many reasons why you might want or need to credit or refund a client’s account. Likewise, there are many ways to make a credit to a client’s account. While the easiest way may seem to be entering a credit transaction (i.e., entering a negative fee or cost), this may not be the best way to handle the situation.   Read More...


When PracticeMaster performs a conflict of interest search, contact search, or document search, it searches the applicable index files for valid matches. Search Settings (Search | Search Settings) provide the ability to specify how and if indexes are updated, to rebuild indexes, and to specify words to be excluded from a search.   Read More...


If you're concerned about your current back up strategy, or if you do not have one in place, then join our new free 30-minute webinar, The Importance of Backing Up Your Software!   Read More...


Did you know that you can access your client’s billing summary, documents, journal records, and Area of Practice (AOP) files via Tabs3 Connect?   Read More...


We’re excited to announce that we now offer a new Tabs3 Connect subscription plan that allows firms with just PracticeMaster Platinum to access Tabs3 Connect, the best way for attorneys to review matter information and their firm’s calendar anywhere they can connect to the internet.   Read More...


When I change the Client Name field, I can no longer pull them up by typing their name into any Client lookup fields. Why is this, and how can I fix it?   Read More...


If you use PracticeMaster, do you use Quick Clicks? The Quick Clicks pane contains groups of links that allow you to customize your view, and provides access to many other features.   Read More...


Did you know there is a calculator built into number and amount fields?   Read More...


How is a payment’s allocation date determined?   Read More...


I am generating statements for a client with multiple matters. In some instances, I see that the next matter’s statement begins printing in the middle of a page a few lines down from the end of the previous matter’s statement. Is there a way to make each matter start on a new page instead?   Read More...


Our firm wants to start using the Miscellaneous Lines 1-3 in Client Information to store additional information about the client. However, we do not want this information to show on the statements generated for the client. Is this possible?   Read More...


We recently installed Tabs3 Billing and are now ready to customize statements for our clients.  What is the best way to determine which options we want to use?   Read More...


I have an agreement with several clients to only bill them quarterly. Is there a way to easily select these clients when generating statements without having to manually enter each of their client IDs?   Read More...


Our firm wants to migrate from our local Microsoft Exchange server to a hosted Exchange server. Will PracticeMaster integrate with a hosted Exchange server? If so, is there anything I should be aware of before migrating?   Read More...


After several years of using PracticeMaster, we have some calendar codes that we no longer want to use. However, we are unable to delete them because they are in use. How can we remove these codes?   Read More...


I see in my PracticeMaster Timer window that I have multiple timer records for the same project. Is there a way to combine these timer records into a single Fee entry?   Read More...


We have thousands of records in PracticeMaster, and our lists take a long time to filter. Is there any way to speed this up?   Read More...


Our firm performs a lot of internet searches as part of our discovery sessions. Is there a quick way to create PracticeMaster records of the various pages that we find based on these searches?   Read More...