When we create Calendar records for matters, we like to have the Primary Timekeeper listed in the Description field to indicate who’s leading the meeting. Is there a way to have that information automatically added so users don’t have to check the Client file to find out who the Primary Timekeeper is? 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...
You have a special font you downloaded for your firm to use for statements and reports. Although you print some statements and reports, you also e-mail PDFs of statements and reports to certain clients and third parties. However, did you know that that if the e-mail recipient doesn’t have that font installed, the font will be replaced by a different one? Read More...
We are pleased to inform you that we now provide e-mail support to firms with a current maintenance plan! If you have a question for support, but prefer to reach us by e-mail, send us your questions. Read More...
I entered a calendar record in Outlook for myself and another attorney. When I checked PracticeMaster, it was on my calendar but not on the other attorney’s calendar. Why would it show on one but not the other? Read More...
