Did you know that you can drag files other than those generated via Tabs3 and PracticeMaster software into the DropBox? This can really come in handy when you are e-mailing multiple files of mixed origins to clients, co-workers, or other third parties; when you want to save related items together in a mutual location; and more. Read More...
If you are new to PracticeMaster, or you want a new employee to get a jump-start on learning about PracticeMaster, Quick Guides are a great place to start when there isn’t time to read everything there is to know right now. Read More...
You’ve heard about Platinum, but haven’t had time to look into it yet. Now you wonder if your firm should take action now, before it’s too late. You’ve heard the horror stories whispered around the water cooler; you try to shake off the cold chill as you walk back to your desk – is that just air conditioning, or premonition? The following stories wend their way through your thoughts for the rest of the day… Read More...
Backing up your firm’s data is the most important form of maintenance you can do, but many firms overlook this task. Backup prompts from within the software are skipped, and external backups are not regularly tested to verify they are working as expected. Often, this is simply due to not understanding the process. Read More...
Did you know that you can add the PracticeMaster Toolbar icons to the Quick Access Toolbar in Microsoft Office 2007 and later? Read More...
Creating form letters, documents, and contracts for clients can be time consuming, and using mail merge is limited by field availability in Word or Outlook. PracticeMaster’s Word Document Assembly is the solution! Word Document Assembly lets you instantly assemble documents that you frequently use. Read More...
You may work with multiple matters throughout the day, so how can you ensure that you are keeping an accurate account of how much time is spent on each task? Read More...
