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Tag: Document Management


I use Word Document Assembly to assemble forms for my business clients. After I save the forms to PracticeMaster as documents, I always create a fee for certain hours and amount values based on the template I’m assembling (defined by Document Type) and write an email to the client. Is there a way for PracticeMaster to automate some of this for me?   Read More...


Sometimes I need to email several documents from the Document Store in PracticeMaster to someone. Is there an easy way to add multiple managed documents to an email?   Read More...


We need to control who edits the documents for a particular client, and track changes that are made. Is there a way to accomplish this for only the one client?   Read More...


We use Document Management extensively and I noticed that we have a lot of similar document types. We want a couple of people to review the list of document types to see if there are any we want to remove. Is there a way to print a list of all the document types we have?   Read More...


We use Word Document Assembly and often have to send several subpoenas at a time. Is there a way that PracticeMaster can prompt us to keep running Word Document Assembly until we are done?   Read More...


We received a set of transcripts from the opposing attorney on a case we are representing and I want to add them to Document Management. However, I don’t want to create multiple document management records, and instead want to keep them all in one record. Is there a way to save multiple documents to a single record?   Read More...


Is there a way to track who is making edits to documents in PracticeMaster?   Read More...


When PracticeMaster performs a conflict of interest search, contact search, or document search, it searches the applicable index files for valid matches. Search Settings (Search | Search Settings) provide the ability to specify how and if indexes are updated, to rebuild indexes, and to specify words to be excluded from a search.   Read More...


Did you know that you can access your client’s billing summary, documents, journal records, and Area of Practice (AOP) files via Tabs3 Connect?   Read More...


Did you know that you can customize PracticeMaster’s Document Management so that all documents automatically use the same folder and naming strategy?   Read More...


Did you know that you can save reports generated from Tabs3 and PracticeMaster software as PDFs? Instead of maintaining folders and/or boxes of paper, store your Tabs3 and PracticeMaster reports digitally instead!   Read More...


When asking others to check documents back in to PracticeMaster so you can edit them, do you often hear that they forgot they even had it checked out?   Read More...


We provide many resources for information on Tabs3 and PracticeMaster software which includes white papers. What are white papers? Tabs3 white papers are informative articles used to promote or highlight certain features of Tabs3 software.   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 cases with no activity in a specified time frame, which can help keep clients from slipping through the cracks.   Read More...


Some tasks, such as running a DFIC or rebuilding search indexes, can be set to automatically run when the program is opened by using a startup option. This, coupled with Windows Task Scheduler, provides a way to run tasks that can take a while to run after hours when no one is working.   Read More...


In a law firm, there can be an overwhelming amount of information to keep track of and work with – case information, contact information, upcoming meetings, research, e-mails, 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...


Trying to create a document management record using the PracticeMaster toolbar and not sure what to expect? The behavior you see when using the PM Save or Capture Save functions depends on the current state of the document you are trying to save and whether PracticeMaster is configured to manage documents manually or automatically.   Read More...