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Tag: Document Management


When PracticeMaster performs a conflict of interest search, contact search, or document search, it searches the applicable index files for valid matches. 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...


Sharing files is a cornerstone of running a successful practice. With LexShare, sending files to your clients and requesting client uploads can easily be done with just a few clicks!   Read More...


When it comes to requesting eSignatures from your clients, LexShare makes it easy to request the information you need, all from within PracticeMaster.   Read More...


We need to move the files for our Document Management records to a bigger hard drive. Can PracticeMaster do this for us?   Read More...


Securely sharing documents and requesting eSignatures from your clients just got easier using LexShare!   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 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? This can be remedied by setting up PracticeMaster to show the Overdue Document List for users who have documents checked out and overdue.   Read More...


We’re just getting started with Document Management and have a lot of documents. Is there an easy way to add our documents to PracticeMaster?   Read More...


PracticeMaster's Document Management feature can be configured to automatically name and store linked documents in a centralized location.   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...