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Tag: PracticeMaster


If you need to find data in PracticeMaster based on just a word or phrase, we have you covered! There are several ways to search in PracticeMaster to find what you need.   Read More...


Want to know who backed up the data last and when, or who restored it? You can easily confirm who performed these actions and many more.   Read More...


I view the Daily Calendar for a group of users, and when multiple members are part of the same event, it displays a separate record for each user. Is there a way to show only one instance of the record?   Read More...


We use the Document Management feature in PracticeMaster and we noticed that some documents are assigned to differing but similar document types. We are concerned that there are several similar document types for the same thing. Is there a way to print a list of all the document types we have in PracticeMaster?   Read More...


If your firm works with multiple areas of law, it can be difficult to organize your client’s information for each type of case. That’s why using customizable Area of Practice pages can work for you!   Read More...


Time Zones are here! Beginning in Version 2020, you can specify your time zone or set it automatically as per Windows settings.   Read More...


I am often added to calendar records created by others in the office. However, it can take a while for these records to be shown on my calendar. Why is this?   Read More...


We need to charge the same cost to multiple matters with the same description and amount.  Is there a way to enter the cost one time and then just copy it to another matter?   Read More...


I created a Report Writer report for a specific attorney that provides a list of the active clients for which they are the Primary Timekeeper. Other attorneys would also like to use this report, but I don't want to have to edit the report each time a different attorney wants to run it. Is there any way to have the report prompt for the timekeeper number and generate results based on that?   Read More...


When sending emails to my clients, I used to get prompted for the details of the journal record in PracticeMaster. However, I am no longer prompted, and my emails are not being journaled. How do I turn that back on?   Read More...


Whenever we reschedule calendar events, we open the record and change the date and time. Is there a quicker way to do this?   Read More...


We have just added several new features! Use the Check for Updates feature (Help | Check for Updates) to make sure you are running the most recent release of Version 2020.   Read More...


Are you planning on purchasing a new server, or moving from one computer to another?   Read More...


QuickViews are available for both Platinum and multi-user versions of the software; however, they run faster in the Platinum version of PracticeMaster.   Read More...


When I start the document assembly process for a Workers’ Compensation client, file explorer opens the Personal Injury Area of Practice template folder. Can I change this so that it automatically opens to the Workers’ Compensation folder instead?   Read More...


We have a new attorney starting that has their clients’ recent fee data in a spreadsheet. Is there any way to import this information, or do they need to enter it in manually?   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...