Securely sharing documents and requesting eSignatures from your clients just got easier using LexShare! Read More...
Our firm has recently started synchronizing contacts with Outlook. How can we prevent specific PracticeMaster contacts from synchronizing to Outlook? Read More...
Time is money, and how long it takes for your firm to complete tasks affects the bottom line. So how will Platinum software speed things up for your firm? Read More...
Is your desk cluttered with sticky notes, miscellaneous pieces of paper, and phone messages? Clear your work area, consolidate your notes, and link them to the appropriate clients and contacts by using the PracticeMaster Journal file! Read More...
When I use the PracticeMaster Outlook plug-in to create a fee based on an email, the fee record defaults to the wrong timekeeper number. Can I change it to default to a different timekeeper number? Read More...
We want to send out a mass email to all of our clients notifying them of changes within the firm. Is there an easy way to do this? Read More...
Occasionally, it is necessary to generate a list of clients’ email addresses. This can be especially handy for mass mailings utilizing third-party communication systems. Read More...
I want to send an email to all the contacts that I select on the People tab of the client file. However, when I select Send Email from the Quick Clicks pane, the email is addressed to the Client Contact instead of the Matter Contact. Is there a way to send an email to these contacts via the People tab? Read More...
We have a few custom fields in our email journal window. However, when we journal emails from Outlook, our custom fields are not shown in the journal window that comes up. Is there a way to access our custom fields when journaling emails from Outlook? Read More...
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...
You have a special font you downloaded for your firm to use for statements and reports. Although you print some statements and reports, you also e-mail PDFs of statements and reports to certain clients and third parties. However, did you know that that if the e-mail recipient doesn’t have that font installed, the font will be replaced by a different one? Read More...
