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...
What is the Client Inactivity Report, and why should you use it? The Client Inactivity Report can be used to identify clients and matters with no activity in a specified time frame, which can help keep clients from slipping through the cracks. Read More...
We have several clients with the same client name, so searching for them brings up multiple results. Is there any way to make the search more unique? Read More...
I need to find out which contacts were involved with a specific client matter. Is there a report that provides this information? Read More...
We recently added a new field to the Client file. Although the field is placed toward the top of the form, it is the last field accessed when we tab through the fields. Is there any way to change the tab order? Read More...
Did you know that you can add tabs to the Client, Contact, and Journal files that are specific to an Area of Practice, Contact Category, or Journal Type? Read More...
I represent an insurance company with over 80 active matters. This company is now requiring fee descriptions to not exceed 300 characters. Is there a way to put a character limit on fees for a single client? Read More...
When I’m journaling emails from Outlook, the Client and Contact fields sometimes populate a value and sometimes don’t. What determines when those will have a default value or not? Read More...
