You just accepted a client who requires that you start using Task Codes. What needs to be set up, and how does Task Based Billing work? Throw in Taskbill, which may be required if a third party will process the bills, and you may not know where to begin or how it all fits together. Read More...
If you use PracticeMaster, do you use Quick Clicks? The Quick Clicks pane contains groups of links that allow you to customize your view, and provides access to many other features. Read More...
Do you know how your payments are allocated? Read More...
Keeping clients secure in a law firm is part of maintaining ethical walls. Read More...
Do you know who your top clients are? Run the Top Client Report to see how your clients or matters measure up in hours worked, amounts billed, amounts paid, current amount due, and more! Read More...
Are you using Matter Manager? If you’re not, you may not realize its potential. Read More...
From time to time, you may need to reduce a client’s outstanding balance, but how can this be accomplished? Read More...
