If your firm needs to more efficiently and effectively track leads, grow prospects, and gain clients, a Client Relationship Management tool like Tabs3 CRM is the solution! Read More...
Sometimes you want to see more information about a file, such as whether a field is set to be included on a Conflict of Interest report, or if History Tracking is turned on. Read More...
I created a new client a few weeks ago and have since added fees and costs. However, I was recently informed that this client should have been made as a matter to an existing client instead. I would prefer to not have to delete and recreate this activity. Is there a way to change the Client ID so that it becomes a matter for the other existing client? Read More...
Some people in our office tend to forget to assign alarms when creating calendar records in PracticeMaster. Is there a way to set a default alarm to certain types of calendar records? Read More...
