I use the Search box in the Client file and have a whole list of fields available to search in. However, one of my coworkers only has four fields. How can I help them see the same fields as I do?   Read More...


PracticeMaster Q&A: Document Search

June 2018    Tags: ,
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Our firm takes full advantage of PracticeMaster’s ability to store Documents and E-mails. I’m now trying to find all of the documents and e-mail attachments that reference a particular name, but they are not all assigned to one matter. Is there an easy way for me to find everything?   Read More...


If you need to find data in PracticeMaster based on just a word or phrase, we have you covered! There are several ways to search in PracticeMaster to find what you need.   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...


We have a new memo field that we added to the Client file. However, when I run a Conflict of Interest search, text in the new field is not found. How can I make sure that the new field is included in the Conflict of Interest search?   Read More...


As you know, one of the greatest features of our online newsletter format is that you can search our entire newsletter archive for quick tips, Q&As, and other helpful articles.   Read More...


PracticeMaster Q&A: Contact Search

January 2017    Tags: , ,
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We have a potential client, but their name seems familiar to me. How can I search in PracticeMaster to see if this person has been referenced before?   Read More...


Feature Article: How to Find It

September 2016    Tags: ,
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As a company, we take great pride in the documentation we provide for our software. There are multiple resources for finding information about how the software works.   Read More...


Over the next few months, we will go through some of the best features of our new online newsletter format. This month, we’re going to walk you through how to search for topics.   Read More...


You already know how important it is to check for conflicts of interest in your practice. You are probably already using PracticeMaster’s Conflict of Interest Search, but are you taking full advantage of all of the features?   Read More...