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Tag: Document Management


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, emails, and documents galore. 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...


Is there an easy way to create document management records for files directly from File Explorer?   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 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...