When we create Calendar records for matters, we like to have the Primary Timekeeper listed in the Description field to indicate who’s leading the meeting. Is there a way to have that information automatically added so users don’t have to check the Client file to find out who the Primary Timekeeper is? Read More...
We use Word Document Assembly and often have to send several subpoenas at a time. Is there a way that PracticeMaster can prompt us to keep running Word Document Assembly until we are done? Read More...
When the attorneys enter notes into journal records and then convert them to fees, their entire journal description goes into the fee and they have to edit it. Is there a way to only pull in a partial description when converting a journal record into a Fee? Read More...
Whenever we add new clients, we always add the contact record first, during their consult. Is there a way to assign the “Client” Contact Category to a contact record every time a client is added? Read More...
We have a new employee starting and we need to add her to hundreds of existing Calendar entries. Is there an easy way to accomplish this so that I don’t have to open each calendar record and edit them individually? Read More...
I want to have an alarm displayed the day before a trial to remind me to dress appropriately, and then a second alarm an hour before I need to be in trial to remind me to leave. However, I don’t want to create a second calendar record to accomplish this. Is there any way to set up two alarms for each calendar record that has a Calendar Code of Trial? Read More...
Each month I need to run multiple reports and upload them to a website. Is there any way I can reduce the number of keystrokes required to do this? Read More...
When I’m creating WorkFlows, I’ve noticed the Prompt Before Running and Automatically save and close check boxes. When should I use these options? Read More...
When I change the Client Name field, I can no longer pull them up by typing their name into any Client lookup fields. Why is this, and how can I fix it? Read More...
