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Tag: PracticeMaster


Version 19 has just improved how you look at your worked hours. In both Tabs3 and PracticeMaster, a new graphical Recap of Hours replaces the Fee Recap window. The Recap of Hours has also been added to Tabs3 Connect.   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...


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...


Once I have started printing reports, how can I cancel the print job if I need to?   Read More...


We want some of our calendar codes to have a specific alarm time set. Is this possible?   Read More...


Did you know that software updates are included with maintenance at no additional charge? Our maintenance plan is best known for its first class technical support; however, there are more benefits to having maintenance!   Read More...


Ethics are an integral part of any business, but in the field of law they are especially important. Tabs3 and PracticeMaster work to ensure that your firm has the tools to maintain ethical walls in order to protect your clients and cases.   Read More...


Spotlight: Quick Clicks

April 2019    Tags: ,
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Are you taking full advantage of the PracticeMaster Quick Clicks Pane? The Quick Clicks pane provides single-click access to a variety of features that will help you navigate your data files, including many of your common activities.   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...


Not only can you easily search for any actions, file, or report in the software via Search Actions, but you can also customize the Quick Launch pane to always show your most used actions and most accessed client matters!   Read More...


If you use the Convert to Fee feature, customizing your Convert to Fee Settings can be a time saver!   Read More...


I accidentally closed the Home tab. Is there any way to bring it back up?   Read More...


We created a custom field in the Client file, but it isn’t included in the Conflict of Interest Search. Is there any way to include this new field?   Read More...


Is there any place in the software where I can see both my calendar and hours worked at the same time?   Read More...


Several years ago we created a custom Alpha field in the PracticeMaster Client file to hold claim numbers for our clients. Recently, these claim numbers have increased an extra character and they can no longer fit into the field. Is there anything we can do to increase the number of characters allowed for this field?   Read More...


We have created several custom reports in Report Writer. However, we noticed a report that pulls information from the Client file prompts for a Client ID range by default. Is there a way to prompt for a different range instead?   Read More...


Feature Article: QuickViews

March 2019    Tags: , ,
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If you haven't tried out QuickViews yet, you haven’t unlocked PracticeMaster's full potential! PracticeMaster QuickViews provide a powerful way of organizing and finding information in PracticeMaster using the List tab. QuickViews combine a filter, column layout, and an index (default sort) into a tab at the top of the List tab.   Read More...


The Tabs3 and PracticeMaster software provides a wide range of reports, as well as documentation resources to help you get the most out of reports. Information on reports can be found in many places, so where should you look first?   Read More...