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...
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...
