PracticeMaster’s Report Writer is a powerful report creation utility, which allows you to pull information from any record in PracticeMaster and format the output as needed. This allows you to create virtually any report you need out of the system. Read More...
During a typical monthly billing cycle, many steps are performed that lead to the production of statements. Once statements have been produced in their final form and sent to clients, do you follow the recommended steps to close the month in Tabs3? Read More...
Did you know that you can convert calendar, e-mail, note, phone, research, timer, and document records into fees? This allows you to easily bill your client for the time spent on their matter. Read More...
Matter mode is a special status for the address on the Address tab of the Client file that allows the address to be used for that matter only and not be shared by other matters for the same client. But what does this mean, and when should you use Matter Mode? Read More...
Most offices have standard hourly billing rates that they charge clients. Of course, there are also those special client whose rates differ from the standard rates, but what options are there for customizing rates? Read More...
Have you customized PracticeMaster files to show the fields you want to see in the order you want to see them? The ability to add fields to any file in PracticeMaster and then organize them as desired is one of PracticeMaster’s most powerful customization features. Read More...
You may be using the default statements that came with the software, but did you know that there are many ways to customize statements? Read More...
