WorkFlows are a powerful tool, but what exactly are WorkFlows and how are they set up? Read More...
In a law firm, there can be an overwhelming amount of information to keep track of and work with – case information, contact information, upcoming meetings, research, emails, and documents galore. 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 are expressions, and how can your firm use them to improve your day-to-day activities? An expression is a set of criteria you define that tells the software what records to display, and in some cases, how to display it. Filters are the most common expressions, but expressions can also be used in Report Writer reports, WorkFlows, Word Document Assembly, and Outlook Synchronization. Read More...
Did you know that you can automate certain tasks in PracticeMaster, such as generating a document when a new client is saved or adding a fee when a calendar record is updated? Read More...
Every time you open a new matter, what other tasks do you need accomplished? WorkFlows automate many tasks so that you can spend more of your time on the things that need your personal attention. Read More...
I represent an insurance company with over 80 active matters. This company is now requiring fee descriptions to not exceed 300 characters. Is there a way to put a character limit on fees for a single client? Read More...
I have a WorkFlow that runs every time anything is changed in a client record. Is there a way to set it up so the WorkFlow only runs when a specific field is changed? Read More...
We use the People tab in the Client file to store information for witnesses. However, I have to create a People record every time I add a new witness to the Contact file. Is there any way to do that automatically? Read More...
We have several WorkFlows we’ve created, but some of them seem to trigger more frequently than we’d like. Is there any way we could make the WorkFlows run with more specific criteria? Read More...
