As 2025 winds down, it’s time to tackle year-end tasks and set the stage for a successful 2026! Whether you’re wrapping up the year or planning ahead, our Knowledge Base and Help topics are here to provide the guidance you need. Read More...
The File Definition Report provides a list of every field in a file, and includes whether the field is protected or required, if history tracking is turned on, if the field is included on a Conflict Report, if the field is restricted, and more. Read More...
With the ability for everyone to create their own QuickViews, filters, column layouts, and WorkFlows, these sections in the Quick Clicks pane can start to appear cluttered with other users’ additions, making it harder to find what you need. There are several ways you can organize items in the Quick Clicks pane. Read More...
We are excited to let you know that we have new features available in Tabs3 Version 2025 (Build 25.2)! Read More...
Every time you open a new matter, what other tasks do you need accomplished? Most likely, some items on your to-do list are predictable and repetitive. There are people to email, documents to collect, records to update, and the list goes on. Although PracticeMaster can’t do everything on your to-do list, WorkFlows automate many tasks so that you can spend more of your time on the things that need your personal attention. Read More...
Did you know that there are several keyboard shortcuts you can use to quickly adjust the date in any Date field? Read More...
With PracticeMaster, you can use timers to track the time you spend on research, planning, correspondence, and more. However, if you don’t turn timers into fees, you may be missing out on valuable time that can be billed to your clients. Read More...
Did you know that you can quickly get back to the current date in the Daily/Weekly/Monthly Calendar from any other date with a single keystroke? Read More...
Is your desk cluttered with sticky notes, miscellaneous pieces of paper, and phone messages? Clear your work area, consolidate your notes, and link them to the appropriate clients and contacts by using the PracticeMaster Journal file! Read More...
