In a law firm, there can be an overwhelming amount of information to manage – matter information, contact information, upcoming meetings, research, emails, and documents galore. But there is hope! PracticeMaster can help make you more organized than you’ve ever been before. PracticeMaster provides the tools you need to manage it all.
Calendar – View not just your calendar, but your firm’s calendar. View appointments for a specific client or matter, an employee, or view appointments based on any information in the calendar record such as dates, calendar codes, and location.
Contacts – Don’t just search your list of contacts; see all contacts for any matter at a glance, and every matter in which a particular contact is associated.
Document Management – Specify how you want to name and file your documents, and then let PracticeMaster do it for you! Optionally use Fujitsu® ScanSnap™ to scan and import documents. Quickly see all documents for a case, or different versions of the same kind of documents across all your cases.
Matter Manager – Tie everything for a matter together in one place: calendar records, contacts, email, meeting notes, documents, billing summary, and more!
Conflict of Interest – Maintain ethical walls by searching files, documents, email attachments, and contacts for key words. Optionally limit results to certain files, and more.
Timers – Use timers to track your time, phone tasks, and research. Switch between timers as needed, and then process timer records into fees!
Filtering – Add filters to your files so that you can easily see only those records that you want to see.
QuickViews – QuickViews combine a filter, column layout, and sort option into a tab at the top of the List tab of any file, which allows you to quickly switch your view depending on the records you are working with. Add Smart tabs to provide an additional level of record sorting.
Integration – Integrate calendar records and contacts with Outlook. Install the PracticeMaster toolbar in Outlook®, Internet Explorer, Microsoft® Word, Excel®, PowerPoint®, Adobe® Reader or Acrobat®, and WordPerfect® to save documents and research to PracticeMaster, or to create journal entries, calendar entries, or fees from within the other software. Integration with CalendarRules™, NetDocuments®, and more is also available!
Areas of Practice – Areas of Practice provide a way to save separate information for different types of matters, without having the clutter of everything all in one file or set of files.
Report Writer – Create custom reports using the fields in PracticeMaster.
WorkFlows – Help automate your workload by creating WorkFlows to automatically start tasks or notify other users based on specified events.
Document Assembly – Help automate form letters by creating document templates that pull information from any file in PracticeMaster. Once created, simply select the client and the template, and it does the rest.
For a complete list of PracticeMaster features, refer to Knowledge Base Article R11548, “PracticeMaster Feature Comparison.” For more information about PracticeMaster features or to purchase a license of PracticeMaster, contact your consultant, or contact our Sales Department at (402) 419-2200.
You’ve probably seen the announcements that CompuLaw will no longer update or support CompuLaw Court Rules that integrate with PracticeMaster after December 31, 2016, and that we are now integrating with CalendarRules. But if you’re not yet familiar with CalendarRules, keep reading to see what all it’s all about!
What is CalendarRules?
CalendarRules offers general civil litigation-related court and agency Rule Sets for State, Federal, Appellate, and Bankruptcy courts across the United States. Currently, rules are available in all 50 states, with additional courts being added every month.
Why subscribe to CalendarRules?
- CalendarRules works through an online connection via PracticeMaster. No additional software is required.
- Updates are automatic so you will always have the most current rules.
- Licenses are not based on the number of users. Purchase a license for the desired rule set(s), and everyone can use it through PracticeMaster.
- E-mail notifications can be set up to e-mail specified users when rules have been updated.
You can contact CalendarRules at CalendarRules.com to subscribe. Make sure to let them know you use PracticeMaster.
How is CalendarRules Set Up?
After purchasing a license from CalendarRules, integration is set up entirely through PracticeMaster.
To set up CalendarRules Integration
- From the Maintenance menu, point to Integration and select CalendarRules Integration.
- Enter the Login Token provided by CalendarRules.
- Click the Test Login button to verify the Login Token is accepted.
- Optionally select the desired Record Types to display in the All-Day Events area of the Daily/Weekly/Monthly Calendars.
- Optionally select to Enable CalendarRules Update E-mail Notification, including the To, Subject, and Body fields.
- Click the Test E-mail button, enter the From Address, and click Send to verify e-mails can be successfully sent from PracticeMaster.
- Click OK.
How are Calendar Plans Generated?
CalendarRules’ calendar plans are easy to generate.
To generate a CalendarRules plan
- From the Calendar menu, select Generate CalendarRules.
- Enter the desired Client ID and, optionally, Contact.
- Select the appropriate Jurisdiction, Trigger, Date, Time, and Service Type (if applicable).
- Select the User/Group.
- Optionally select the Prepend Notes to Comments check box, and then enter any desired Notes.
- Click Preview.
You can now preview the calendar plan.
Once you have clicked the Accept Plan button, the PracticeMaster View Calendar Plans window will be opened. Plans that have been generated via CalendarRules can be reviewed at any time via the PracticeMaster View Calendar Plans window.
For more information on CalendarRules, see Knowledge Base Article R11713, “CalendarRules Integration Overview.”
We want to let you know that Aderant informed us that they are not planning to update or support CompuLaw Calendar Rules that integrate with PracticeMaster after December 31, 2016.
In other words, if you currently use CompuLaw calendar plans, your plans will still exist within PracticeMaster, however Aderant will no longer update your court rules to reflect changes after December 31, 2016.
If you rely on court rules to keep organized and you are on the latest version of PracticeMaster, you can purchase a subscription from CalendarRules, our new calendar plans integration partner. You can read more about this integration in our KB article, CalendarRules Integration Overview.
We held an in-depth web session on the new CalendarRules integration on Wednesday, November 30. If you’d like to request a recording, you can do so here: forms.tabs3.com/cr
PracticeMaster is capable of integrating with CalendarRules to create and maintain Calendar Plans using rule sets from CalendarRules.com! CalendarRules offers general civil litigation-related court and agency rule sets for State, Federal, Appellate, and Bankruptcy courts across the United States. Currently, rules are available in all 50 states, with additional courts being added every month.
Knowledge Base Article R11713, “CalendarRules Integration Overview,” provides everything you need to get started: integration requirements, steps for configuring CalendarRules integration, frequently asked questions, and troubleshooting.
Our Knowledge Base can be accessed 24 hours a day, 7 days a week, at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.
We’re excited to announce our new integration partner, CalendarRules!
CalendarRules.com offers general civil litigation-related court and agency Rule Sets for State, Federal, Appellate and Bankruptcy courts across the United States. Currently, rules are available in all 50 states, with additional courts being added every month.
CalendarRules makes updated rules available to the end user in real time. Courts generally announce updates in two ways:
- Many updates are published for comment, with a scheduled effective date. CalendarRules makes these updates in their staging environment and releases them to production on the effective date. Thereafter, any subscriber to that court is automatically using the new rules.
- Sometimes a court will publish rule changes with an immediate effective date. CalendarRules is positioned to make these changes effective immediately.
CalendarRules can really add to the power of PracticeMaster for your firm. We would love to show you how it can save you time, and give you peace of mind. We recently had a webinar with Scott Davis, the founder of CalendarRules, and Bruce Policky, the Product Manager for Tabs3 Software, and had them demonstrate the new CalendarRules integration with PracticeMaster.
View the Recording here –> http://forms.tabs3.com/cr
Aderant, the company who makes CompuLaw Rules, has informed us that they are not planning on updating or supporting CompuLaw Rules that currently integrate with PracticeMaster after December 31, 2016.
As a result of Aderant’s decision, PracticeMaster Version 18 will be the last version of PracticeMaster that will generate or update CompuLaw Calendar Plans. Any CompuLaw Calendar Plans already processed with PracticeMaster will still be accessible.
In order to continue providing up-to-date court rules to our users, we have teamed up with CalendarRules.com, a provider of court rules for law firms. PracticeMaster integration with CalendarRules.com is available with Version 18.1.4, released August 11, 2016.