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In a law firm, there can be an overwhelming amount of information to manage – matter information, contact information, upcoming meetings, research, emails, and documents galore. But there is hope! PracticeMaster can help make you more organized than you’ve ever been before. PracticeMaster provides the tools you need to manage it all.   Read More...


KB Corner: Work From Home Resources

June 2020    Tags:
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There are times when working from home is the best, or only, option to get the work done that is needed. However, determining how to accomplish everyday office tasks from home can be daunting for any of the roles in an active firm.   Read More...


What is the Client Inactivity Report, and why should you use it? The Client Inactivity Report can be used to identify clients and matters with no activity in a specified time frame, which can help keep clients from slipping through the cracks.   Read More...


Did you know that you can download and view documents for any of your clients from your phone, tablet, or laptop? You can download linked documents that are in PracticeMaster’s Document Management file or email attachments that are in the Journal file.   Read More...


When it comes to reviewing statements in a paperless environment, it can be difficult to know where to start. We help break it down.   Read More...


Did you know that you can print a report that provides various settings specific to users?   Read More...


We have several clients with the same client name, so searching for them brings up multiple results. Is there any way to make the search more unique?   Read More...


Billing Q&A: Comparing Reports

June 2020    Tags: ,
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I was asked to run the Timekeeper Realization Report for the first quarter of the year. When I provided it to the attorney, she noticed that the Receipt Allocation Report for the same time frame had a different amount for her receipts. Why is this?   Read More...


I’m sending out email statements to my clients, but I need to include an invoice from a vendor with one client’s statement to show the costs. How can I attach this invoice to my email statements?   Read More...


Billing Q&A: Renumber Tcode

June 2020    Tags: ,
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We want to reorder some of our tcodes to optimize data entry for certain matters. Is there a way to change the tcode numbers?   Read More...


I added text to the Headings tab in Statement Customization that I want to print at the bottom of all statements. Is there any way to center this text?   Read More...


I need to find out which contacts were involved with a specific client matter. Is there a report that provides this information?   Read More...


When I use the PracticeMaster Outlook plug-in to create a fee based on an email, the fee record defaults to the wrong timekeeper number. Can I change it to default to a different timekeeper number?   Read More...


We want to send out a mass email to all of our clients notifying them of changes within the firm. Is there an easy way to do this?   Read More...


We use the “Created By” field as part of the folder structure convention in our Document Store. One of our employees recently changed their name and we renamed their User ID in the software. New document management records reflect the new User ID, but existing records still show the old User ID in their document paths. Is there an easy way to correct this?   Read More...


We recently added a new field to the Client file. Although the field is placed toward the top of the form, it is the last field accessed when we tab through the fields. Is there any way to change the tab order?   Read More...