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...
PracticeMaster now directly integrates with NetDocuments cloud-based document management service! Clients added or modified in PracticeMaster, Tabs3, or Trust Accounting are automatically synchronized to NetDocuments. 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...
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...
We use the People tab in the Client file to store information for witnesses. However, I have to create a People record every time I add a new witness to the Contact file. Is there any way to do that automatically? Read More...
