We need to move the files for our Document Management records to a bigger hard drive. Can PracticeMaster do this for us? Read More...
Integration has been added with LexShare, a secure file sharing and electronic document signing service, which allows your clients to easily upload files that you request, or add their electronic signature to a document that you send. The document can then be imported to the PracticeMaster Document Management file. Read More...
Whether you are a new user or just have questions about a feature, finding the information you need is easy! Read More...
Many of our meetings take place on Zoom (or another online meeting service). Is there a way to place a link in the Calendar File and make it clickable? Read More...
Creating a new user is now performed via a wizard. Managers can create users in the User Configuration window of System Configuration, or in the Timekeeper Information window of Tabs3 Billing or PracticeMaster. Read More...
Securely sharing documents and requesting eSignatures from your clients just got easier using LexShare! Read More...
Did you know that you can create a Custom Activity List in PracticeMaster Matter Manager that shows the record types you want to see? Read More...
We sometimes have text that needs to be entered for more than one matter. Is there an easy way to do this? Read More...
Depending on the level of PracticeMaster you have, there may be additional features we have to offer. If you want a quick list of which levels include which features, look no further! Read More...
When was the last time you backed up your Tabs3 Software data and tested the viability of your backup? If your firm was required to restore from a backup right now, how much data would be lost? Read More...
Network and hardware failure can cause data corruption in any firm, regardless of preventative measures. Auto-Recovery helps provide peace of mind when faced with these issues. Read More...
Did you know that there are several files throughout the software in which you can mark people or accounts as inactive? Selecting the Inactive check box provides the ability to keep the associated history, but removes the ability to accidentally add associated records. Read More...
We needed to update information for a few of our contacts. However, the person making the changes created new contacts instead of updating the existing ones. Is there an easy way for me to clean up the duplicate contacts? Read More...
