We added a new way to view clients, contacts, fees, costs, payments, client funds, and write offs without having to run a report! Read More...
Ready to take the next step in customizing PracticeMaster to fit your practice? We’ve got the solution you need! Read More...
We have decided to start marking clients inactive, so when we run reports or statements it will only include clients we are working on. There are a lot of clients that we need to go through and mark inactive. Is there a way I can make all of them inactive at once instead of going into each individual client? Read More...
If you need to report on fees, costs, or payments, the Transaction File List or Task Code Billing Report is your answer. Read More...
I created a new client a few weeks ago and added fees and costs. However, I was recently informed that this client should have been added as a matter to an existing client. Is there a way to change the Client ID so that it becomes a matter for the other client? Read More...
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? 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...
