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Tag: Microsoft Office Integration


Did you know that PracticeMaster integrates with several third-party programs? This integration provides the ability to add emails to PracticeMaster as Journal records and documents as Document Management records. Fee and Calendar records can be also be added or edited.   Read More...


After using PracticeMaster for several months, we are now ready to begin using Word Document Assembly. I want to create a simple welcome letter for new clients; how do I begin?   Read More...


I’m trying to open a Document Assembly Template to make changes to it. However, once open, I noticed that my document assembly toolbar is missing and the template opened as a document. How do I open the file as a template for editing?   Read More...


Are you creating forms and letters manually? If so, you’re probably spending too much time on it. Take advantage of PracticeMaster’s Document Assembly feature instead!   Read More...


Many law firms are moving to the subscription-based Microsoft Office 365, which can be conveniently accessed via your computer, the Internet, and smart devices. With Office 365, you never have to worry about paying an additional fee for the newest version – Office 365 is always up to date.   Read More...


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, e-mails, 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...


Would you like to see data in Microsoft® Excel® instead of in report format? Do you occasionally need to manipulate how data is organized for reporting purposes? Tabs3 makes it easy to send information to Excel. From any of the Tabs3 and PracticeMaster programs, you can use the Print to File option to easily send a report to Excel, or copy items from lists and paste the information into Excel.   Read More...