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Tag: Document Assembly


What are expressions, and how can your firm use them to improve your day-to-day activities? An expression is a set of criteria you define that tells the software what records to display, and in some cases, how to display it. Filters are the most common expressions, but expressions can also be used in Report Writer reports, WorkFlows, Word Document Assembly, and Outlook Synchronization.   Read More...


Are you creating forms and letters manually? If so, you’re probably spending too much time on it. Take advantage of PracticeMaster’s document assembly feature instead!   Read More...


If your firm creates the same documents for clients on a monthly, weekly, or even daily basis, it can be a struggle to constantly rewrite and maintain your documents effectively. By using variables to automatically pull information into your commonly used documents, you can save time without the hassle of duplicate entry.   Read More...


When it comes to creating documents for your clients, manually entering all of the necessary information can be tedious. That’s where PracticeMaster’s Word Document Assembly feature can help!   Read More...


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.   Read More...