PracticeMaster provides integration with Microsoft® Outlook®, which is the standard for office email. Read More...
You access sensitive client information on a daily basis, and may even have access to information that others in the firm do not. You know that maintaining client confidentiality is crucial, but who might have access to all of that data? Read More...
Various log files are maintained by different Tabs3 and PracticeMaster software products. These log files can be used as tools for troubleshooting errors and problems using Tabs3 and PracticeMaster software. Read More...
I represent an insurance company with over 80 active matters. This company is now requiring fee descriptions to not exceed 300 characters. Is there a way to put a character limit on fees for a single client? Read More...
Do you have Access Profiles set up? Access Profiles help with security by controlling what functions each user can access in the software. Read More...
Although we strive to provide superior documentation in our Help files, Knowledge Base, and Guides, we know that sometimes you want direct guidance with a human touch. Technical Support can be reached by phone or 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...
