View / Print Full Newsletter

Q&A: PracticeMaster


When I start the document assembly process for a Workers’ Compensation client, file explorer opens the Personal Injury Area of Practice template folder. Can I change this so that it automatically opens to the Workers’ Compensation folder instead?   Read More...


We have a new attorney starting that has their clients’ recent fee data in a spreadsheet. Is there any way to import this information, or do they need to enter it in manually?   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...


How can I easily see only the tasks I have that are due today?   Read More...


Is there any way to link to websites or documents from a calendar record?   Read More...


In the last few years, several attorneys have left the firm. These attorneys were included in several groups that we use for calendaring, and we want to remove them. Does PracticeMaster have a report that shows which User IDs belong to which groups?   Read More...


I noticed a coworker viewing their timer records in a calendar view similar to the Daily Calendar. They were able to see the client information and description for each timer record as well. How do I access this feature?   Read More...


We have multiple contact categories that we want to combine. We also have some old contact categories that we want to remove. Is there a way to do this?   Read More...


I created a filter to only display my own Journal records. However, it is really slow. Is there any way to speed up the filtering process?   Read More...


While in PracticeMaster, I received a message and accidentally selected the “Do Not Show Again” check box. Is there any way to get the message back in case I need to select a different option next time?   Read More...


The address for one of our contacts in PracticeMaster keeps changing from Business to Home. Is there a way I can see who is changing the address?   Read More...


Is there any way that I can export my email journal records in an Outlook format?   Read More...


We have recently started to require that employees check out documents through Document Management records. The process is working well, but some users are forgetting to check documents back in when they are done with them. Is there an easy way to remind users that they have checked out documents after a few days?   Read More...