I use Word Document Assembly to assemble forms for my business clients. After I save the forms to PracticeMaster as documents, I always create a fee for certain hours and amount values based on the template I’m assembling (defined by Document Type) and write an email to the client. Is there a way for PracticeMaster to automate some of this for me? Read More...
I love the way the Calendar Plans work, but I’d also like to have a new Task record created with an appropriate Due Date based on when the previous Task was completed. For example, after I send the check to the filing clerk, I need a task to confirm I’ve received the file marked petition from the clerk. Read More...
I know that I can synchronize only my PracticeMaster contacts with Outlook by specifying a User Filter via the Outlook Synchronization Settings. However, is there a way I can add my User ID into the User/Group field of all the contact records for my clients all at once? Read More...
I want a reminder to be shown a week prior to my hearings in addition to the alarm I have set on the record. However, I also want the reminder to synchronize to my Outlook calendar. How can I accomplish this? Read More...
I love PracticeMaster’s Convert to Fee feature because it takes information from the journal file and quickly turns it into a fee without me having to start from scratch and retype everything. Is there any way to make other tasks this easy? Read More...
When we create Calendar records for matters, we like to have the Primary Timekeeper listed in the Description field to indicate who’s leading the meeting. Is there a way to have that information automatically added so users don’t have to check the Client file to find out who the Primary Timekeeper is? Read More...
We use Word Document Assembly and often have to send several subpoenas at a time. Is there a way that PracticeMaster can prompt us to keep running Word Document Assembly until we are done? 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...
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...
