What are indexes, and how can they help your firm? The indexes in PracticeMaster control the order in which records are displayed on the List tab of each file. Read More...
QuickViews provide a powerful way of organizing and finding information. QuickViews combine a filter, column layout, and sort option into a tab at the top of the window. Read More...
Want to know if Platinum is right for your firm? Try out Tabs3 Platinum risk free for 30 days! Read More...
Is there a way to see a list of matters with Task Based Billing enabled? Read More...
From taking notes about an upcoming meeting, to storing emails, to recording details about a phone conversation, PracticeMaster Journal records are essential for managing your clients and contacts on a daily basis. Read More...
When it comes to organizing your clients, transactions, statements, and more, the Quick Clicks pane in Tabs3 Billing and PracticeMaster provides an easy way to navigate and customize how you interact with records. 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...
Did you know that there are many ways in which you can filter your data in order to make it easier to find what you need? Read More...
One of our timekeepers only sees their own fees when looking at the Fee Entry List, but can see all fees via the Transaction File List. Why is their Fee Entry List limited? Read More...
I created a filter to only display my own Journal records. However, it is really slow. Is there any way to speed up the filtering process? Read More...
I have some column layouts and filters set up in the client file of PracticeMaster that I use to evaluate my criminal cases, as opposed to the rest of my matters. Is there a quick way to switch between these types of matters rather than having to find my filter and column layout in the Quick Clicks pane? Read More...
We have several WorkFlows we’ve created, but some of them seem to trigger more frequently than we’d like. Is there any way we could make the WorkFlows run with more specific criteria? Read More...