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Tag: PracticeMaster


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...


What is the Client Inactivity Report, and why should you use it? The Client Inactivity Report can be used to identify clients and matters with no activity in a specified time frame, which can help keep clients from slipping through the cracks.   Read More...


I need to find out which contacts were involved with a specific client matter. Is there a report that provides this information?   Read More...


When I use the PracticeMaster Outlook plug-in to create a fee based on an email, the fee record defaults to the wrong timekeeper number. Can I change it to default to a different timekeeper number?   Read More...


We want to send out a mass email to all of our clients notifying them of changes within the firm. Is there an easy way to do this?   Read More...


We use the “Created By” field as part of the folder structure convention in our Document Store. One of our employees recently changed their name and we renamed their User ID in the software. New document management records reflect the new User ID, but existing records still show the old User ID in their document paths. Is there an easy way to correct this?   Read More...


We recently added a new field to the Client file. Although the field is placed toward the top of the form, it is the last field accessed when we tab through the fields. Is there any way to change the tab order?   Read More...