Video of the Month: Pre-Bill Tracking

December 2018    Tags: , ,
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Do you struggle with keeping track of where all of your pre-bills are at in the review process? Pre-Bill tracking makes it easy to track the progress of your billing cycle.   Read More...


Working with a lot of data can be time consuming. However, PracticeMaster makes it easy by allowing you to restrict the records shown based on criteria you specify using filters. This powerful feature allows you to deal with just those records that apply to your situation.   Read More...


If you need a list of work-in-process and/or archived transactions, the Transaction File List is where you want to start.   Read More...


Video of the Month: About Graphs

September 2018    Tags: ,
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Did you know that you can easily produce graphs for several Tabs3 reports? Graphs provide a visual element and can be a great way to present information.   Read More...


Determining conflicts in a firm is important. PracticeMaster helps make it easy.   Read More...


Work-in-process reports can provide valuable insight into what can be billed to a client, as well as what will be owed once billed. These Reports provide detailed information about work-in-process transactions, along with client-related information.   Read More...


If you’re not already using client funds, you may be wondering how to set it up and start using it.   Read More...


Do you manually add every calendar record individually for events that repeat on a regular basis? Save time by using PracticeMaster’s Recurring Dates feature!   Read More...


Is it time to review billing rates? The Client Rate Report allows you print a list of clients, along with their default billing rates.   Read More...


Do you need a report that shows one or more clients’ billing histories, as well as a way to track the client’s balances due? Look no further than the Client Ledger Report!   Read More...


PracticeMaster’s Report Writer is a powerful report creation utility, which allows you to pull information from any record in PracticeMaster and format the output as needed. This allows you to create virtually any report you need out of the system.   Read More...


During a typical monthly billing cycle, many steps are performed that lead to the production of statements. Once statements have been produced in their final form and sent to clients, do you follow the recommended steps to close the month in Tabs3?   Read More...


Did you know that you can convert calendar, e-mail, note, phone, research, timer, and document records into fees? This allows you to easily bill your client for the time spent on their matter.   Read More...


Matter mode is a special status for the address on the Address tab of the Client file that allows the address to be used for that matter only and not be shared by other matters for the same client. But what does this mean, and when should you use Matter Mode?   Read More...


Video of the Month: How Rates Work

October 2017    Tags: , ,
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Most offices have standard hourly billing rates that they charge clients. Of course, there are also those special client whose rates differ from the standard rates, but what options are there for customizing rates?   Read More...


Have you customized PracticeMaster files to show the fields you want to see in the order you want to see them? The ability to add fields to any file in PracticeMaster and then organize them as desired is one of PracticeMaster’s most powerful customization features.   Read More...


You may be using the default statements that came with the software, but did you know that there are many ways to customize statements?   Read More...


You just accepted a client who requires that you start using Task Codes. What needs to be set up, and how does Task Based Billing work? Throw in Taskbill, which may be required if a third party will process the bills, and you may not know where to begin or how it all fits together.   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...


Do you know how your payments are allocated?   Read More...