Scheduling meetings doesn’t need to be complicated. With PracticeMaster’s Calendar features, you can easily view everyone’s schedules, add a meeting to the calendar, and notify all attendees with just a few clicks. Read More...
Whether you are a new user or just have questions about a feature, finding the information you need is easy! Read More...
Securely sharing documents and requesting eSignatures from your clients just got easier using LexShare! Read More...
Finding that perfect report can be so satisfying! When it comes to tracking your clients’ billing and payment history, the Client Ledger Report has it all! Read More...
If your firm creates the same documents for clients on a monthly, weekly, or even daily basis, it can be a struggle to constantly rewrite and maintain your documents effectively. By using variables to automatically pull information into your commonly used documents, you can save time without the hassle of duplicate entry. Read More...
Looking for a quick way to apply a discount to your client’s bill? Including a Courtesy Discount in your statements may be the solution you are looking for! Read More...
From taking notes about an upcoming meeting, to storing emails, to recording details about a phone conversation, PracticeMaster Journal records are essential for managing your clients and contacts on a daily basis. Read More...
