Is your desk cluttered with sticky notes, miscellaneous pieces of paper, and phone messages? Clear your work area, consolidate your notes, and link them to the appropriate clients and contacts by using the PracticeMaster Journal file! Read More...
Did you know that you can reverse write offs? The Reverse Write Off feature allows you to reverse a write off that was created via Write Off Client. Read More...
Do you use the PracticeMaster Matter Manager? Matter Manager presents client and contact information in one easy-to-read window. Emails, phone calls, client notes, documents, and more are organized so that you can see exactly what has been done for the matter and when. Read More...
Do you need to make a change that affects multiple clients or matters? Do you want to save time by changing clients all at once instead of one at a time? Use the Change Client Options utility! Read More...
Did you know that you can apply payments to multiple matters for the same client? Payments can be allocated by statement date, proportionally, or manually. Read More...
We will start assessing clients a finance charge on unpaid work at the end of the year. How can we configure this? Read More...