Did you know that PracticeMaster integrates with several third-party programs such as Microsoft Outlook and Word? 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...
How can I avoid journaling the same email in Outlook twice? 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...
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...
PracticeMaster provides integration with Microsoft® Outlook®, which is the standard for office email. Read More...
When I’m journaling emails from Outlook, the Client and Contact fields sometimes populate a value and sometimes don’t. What determines when those will have a default value or not? 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...
Whenever I make changes in Outlook to my calendar items that have synchronized from PracticeMaster, the changes never go back to PracticeMaster. Should they sync? Read More...
My firm currently has an on-site Exchange Server that needs to be updated. Instead of replacing it, we're considering migrating to a Hosted Exchange server and possibly purchasing an Office 365 license. Does PracticeMaster integrate with these products? If so, does our IT need to do anything special for PracticeMaster when migrating to a hosted Exchange environment? Read More...
I normally only create PracticeMaster records for a single matter per Outlook email, but occasionally an email will apply to more than one matter. However, when I try to journal the email a second time, it opens the original journal record instead. Is there a way I can journal a single email to multiple matters? 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...
