If your firm needs to more efficiently and effectively track leads, grow prospects, and gain clients, a Client Relationship Management tool like Tabs3 CRM is the solution! Read More...
Sometimes you want to see more information about a file, such as whether a field is set to be included on a Conflict of Interest report, or if History Tracking is turned on. Read More...
I created a new client a few weeks ago and have since added fees and costs. However, I was recently informed that this client should have been made as a matter to an existing client instead. I would prefer to not have to delete and recreate this activity. Is there a way to change the Client ID so that it becomes a matter for the other existing client? Read More...
Some people in our office tend to forget to assign alarms when creating calendar records in PracticeMaster. Is there a way to set a default alarm to certain types of calendar records? Read More...
We’ve added Tabs3 CRM! Tabs3 CRM (client relationship management) is a new add-on service that will help law firms build their business by tracking and managing potential client leads, and bringing them into PracticeMaster once they are a client. Read More...
There are several methods for crediting a client’s account: write offs, write-downs, courtesy discounts, payment adjustments, credit transactions, or editing or deleting the original transaction. Read More...
What are indexes, and how can they help your firm? The indexes in PracticeMaster control the order in which records are displayed on the List tab of each file. Read More...
