When we create Calendar records for matters, we like to have the Primary Timekeeper listed in the Description field to indicate who’s leading the meeting. Is there a way to have that information automatically added so users don’t have to check the Client file to find out who the Primary Timekeeper is? Read More...
You have a special font you downloaded for your firm to use for statements and reports. Although you print some statements and reports, you also e-mail PDFs of statements and reports to certain clients and third parties. However, did you know that that if the e-mail recipient doesn’t have that font installed, the font will be replaced by a different one? Read More...
I entered a calendar record in Outlook for myself and another attorney. When I checked PracticeMaster, it was on my calendar but not on the other attorney’s calendar. Why would it show on one but not the other? Read More...
A common task when beginning to use the software is adding a new field to a file. PracticeMaster allows you to customize the software and add the fields that you need. Read More...
Did you know that there are multiple calendar reports that can be printed in PracticeMaster? Different reports provide different ways to view your calendar entries and print them. Read More...
We use Word Document Assembly and often have to send several subpoenas at a time. Is there a way that PracticeMaster can prompt us to keep running Word Document Assembly until we are done? Read More...
PracticeMaster’s Report Writer is a powerful report creation utility, which allows you to pull information from any record in PracticeMaster and format the output as needed. This allows you to create virtually any report you need out of the system. Read More...
