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Tag: PracticeMaster


Did you know that we release enhancements to the software on a regular basis? Enhancements can range from fixing issues we have found to adding new functionality that helps make the software work better. Although we don’t typically announce these changes, you can quickly and easily check to see if there are any new updates available from within the software.   Read More...


I want to create a journal record in PracticeMaster for every e-mail that I send. How can I accomplish this automatically?   Read More...


When the attorneys enter notes into journal records and then convert them to fees, their entire journal description goes into the fee and they have to edit it. Is there a way to only pull in a partial description when converting a journal record into a Fee?   Read More...


There are several ways to customize how you store data in PracticeMaster. When you need a way to add multiple records of the same type for your client, Common Client Related Files are a great way to go!   Read More...


Whenever we add new clients, we always add the contact record first, during their consult. Is there a way to assign the “Client” Contact Category to a contact record every time a client is added?   Read More...