View / Print Full Newsletter

The New Year is almost here! Get a head start on reviewing year-end procedures so you’re not scrambling to get everything done at the last minute.   Read More...


Are you familiar with everything the Platinum version of the software offers?   Read More...


Announcement: Holiday Hours for December 13th

December 2019    Tags:
No comments

Our office will be closed at 3:30 p.m. Central Time on Friday, December 13th for our annual Holiday Party.   Read More...


Version 2020 has been released, and there are many great new features!   Read More...


Our office will be closed on Wednesday, December 25th, and Wednesday, January 1st, in recognition of Christmas and New Year’s Day.   Read More...


Video of the Month: Firm Information

December 2019    Tags:
No comments

If you don’t add to or change your firm’s information on a regular basis, it can be helpful to have a refresher on what fields are available.   Read More...


Did you know that you can quickly start other Tabs3 and PracticeMaster software from within any program?   Read More...


Is there any way to copy an existing statement template so that I don’t have to start a new template from scratch?   Read More...


Billing Q&A: Detail Fee View

December 2019    Tags: , ,
No comments

We want to restrict certain users from seeing the rate and amount fields when entering fees. Is there a way to do this?   Read More...


Is there a way to make statements that we email out secure so that only certain people can open them?   Read More...


Billing Q&A: Aged WIP Report

December 2019    Tags: , ,
No comments

I need to review all of the unbilled fees for a certain client, but I really need them broken down into their respective aging periods. Is there a report that can provide this information?   Read More...


PracticeMaster Q&A: Merge Contacts

December 2019    Tags: ,
No comments

We needed to update information for a few of our contacts. However, the person making the changes created new contacts instead of updating the existing ones. Is there an easy way for me to clean up the duplicate contacts?   Read More...


We rely heavily upon the PracticeMaster calendar, and there are times when events get added or meeting times are moved at the last minute. Is there a way in the software to alert attendees to these changes?   Read More...


We are going to be implementing Contact integration with Outlook. However, we have certain contacts that we don’t want to be sent to Outlook. Is there a way to exclude these from being synchronized?   Read More...


When I assemble some of my larger document templates, I don’t want to see the assembly process. Is there a way to suppress this?   Read More...


Is there any way I can narrow down the journal records shown in Matter Manager to just Note type records?   Read More...