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Tag: Document Management


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...


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