If you want to learn more in-depth information about individual features in the software, guides are the way to go. A guide is a closer look at how different features work, providing field-by-field information and screenshots where appropriate. Guides are a great tool to use when you need to know more. Organized by chapters, you can easily jump to the section you most want to learn about, or you can read it straight through. There are more than 15 guides available, each focusing on a specific topic within the software such as clients and contacts, statements, credit cards, Matter Manager, and more.
Guides can be accessed via Help and on our Documentation web page. Both of these options provide links to guides, report packs, videos, and more. Recently added guides include Customizing PracticeMaster and PracticeMaster Report Writer.
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