Spotlight: Free License of PracticeMaster

April 2021    Tags: Calendar, Conflict of Interest, Microsoft Office Integration, PM Matter Manager, PracticeMaster

Did you know that the Tabs3 Billing software comes with a one-user “Try Before You Buy” basic license of PracticeMaster that is free to use? If you don’t already use PracticeMaster, this basic license provides the ability to try out PracticeMaster and see how much practice management software will benefit your firm. Think you don’t need dedicated practice management software? If you’re relying on programs not designed for law firms, you’re missing out.

The Try Before You Buy basic license includes:

• Seamless integration with Tabs3 Billing clients.
• A PracticeMaster Matter Manager that lets you quickly see client information at a glance – check out related contacts, calendar entries, a billing summary, emails, and more. PracticeMaster allows you to link clients and contacts to any file, making it easier for everyone to find the information they need.
• A firm-wide calendar that ensures everyone in the firm can see upcoming meetings and client appointments. Additionally, you can integrate calendar records and contacts with Outlook, ensuring that everyone in the firm has access to contacts and matter information saved by anyone in the firm.
• Integration with third-party programs such as Microsoft^® Outlook^®, Word, Excel^®, PowerPoint^®, Adobe^® Reader or Acrobat^®, ScanSnap™, WordPerfect^®, and more. Integration with these programs provides the ability to save your client and matter related documents to PracticeMaster’s document management program, journal emails to PracticeMaster, create fees, save research, and more.
• A Conflict of Interest Search used to quickly find information in the Client, Contact, Journal, Calendar, Document Management, Fee, and/or Cost files. Conflict of Interest searches help ensure that ethical walls in a firm are maintained.
• Timers to track your time on different projects and matters and make sure you’re billing for the work you perform.
• Customization. Add, edit, delete, and rearrange fields in any file. Want to see information in a different order, or only see certain fields? Use filters and QuickViews to show only the records that are pertinent to what you’re working on, in the order you want to see them.

Give PracticeMaster a chance to change the way your law firm runs by saving time and money using the free one-user “Try Before You Buy” basic license. You’ve got nothing to lose.

For more information about PracticeMaster features included in the “Try Before You Buy” license, also known as PracticeMaster Basic, see Knowledge Base Article R11548, “PracticeMaster Feature Comparison.” If you have any questions regarding PracticeMaster features, contact your local consultant, or contact Technical Support at (402) 419-2210.