Practice Management Software
PracticeMaster Basic
Integration with other programs
PracticeMaster Basic integrates with Tabs3 Billing Software, Outlook®, smartphones (using Outlook®), QuickBooks®, PaperPort®, Microsoft® Word, Microsoft® Excel, Adobe® Reader / Acrobat, and Internet Explorer®.
Client and case information at your fingertips
Client files in PracticeMaster store contact information such as phone numbers, mailing address and e-mail address for easy access. Additional tabs in the client file store the details of the client’s case. Attach files, e-mails and e-mail attachments to your client records so that you can find them easily. Enter or paste notes (not specific to phone or e-mail records) as client notes in a free-form text file with built-in spell checking, and associate them to a related party. Contacts synchronize with Outlook® and clients optionally synchronize with QuickBooks®. Use the Matter Manager to see client information, all contacts involved in the case, journal activity, billing status summary (when integrated with Tabs3), and more.
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Use the Form Designer to add custom fields to any data entry screen in PracticeMaster. With Form Designer, you may add, delete, or rearrange data entry fields so that you can track and organize your information exactly the way you want to.
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Firm-wide calendaring
View appointments by day, week, or month for everyone in your office with a firm-wide calendar. Find appointments fast by color-coding them by employee or type of activity. Drag and drop to reschedule.
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Schedule appointments for one individual, selected individuals, groups, or for everyone in the firm. You can also schedule recurring appointments that do or do not follow a regular pattern of time (e.g. every three weeks on Wednesday, every 14 days, etc). After adding a calendar record, PracticeMaster checks for conflicting events already scheduled, so that no one is scheduled for more than one appointment at a time. Define your own holiday schedules. Use federal, state, county or even jurisdiction specific criteria when creating reminders and due dates from one of the firm’s calendar plans. Customizable security settings control which employees see appointments for certain attorneys and/or clients. Optional reminders and alarms make sure you never miss a meeting or forget a task. The PracticeMaster calendar can be synchronized with Microsoft® Outlook®, with or without using Exchange®.
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Conflict of interest reporting
Instantly view possible conflicts of interest with anyone in your firm or with any of your clients. Preview the conflict of interest report to use one-click drilldown into the details of any conflict of interest. Search options including “match partial words,” “starts with,” “phonetic check,” and “contains” enable a fast, flexible, and accurate search. Make your search even more specific using phrase matching, such as "must match at least one word" and "must match all words." Optionally search the contents of all linked documents and e-mail attachments.
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Track your time while you work
Use stopwatch timers to track time spent on phone calls, Internet research, client meetings and more. Stopwatch timers may be combined to create one billing entry for your work throughout the day. Manage several stopwatches at a time as you multi-task. You can easily set minimum time increments for billing entries, then automatically create fees or costs (to integrate to Tabs3 Billing software) from the time you track, appointments on your calendar, Internet research, e-mails, and documents that you create or review. Cost transactions can optionally post to QuickBooks®.
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Manage documents and find them fast
Document management capabilities in PracticeMaster allow you to link any file to any client or case so that you can find them easily. Built-in document history tracking lets you track when changes were made to a document, and by whom. You can easily bring scanned documents into PracticeMaster by using PaperPort® imaging software, helping to make the image readily retrievable at any time. PracticeMaster toolbar plug-ins allow you to save documents in Word, Excel, or Adobe Acrobat/Reader as Document Management records.
Reports to help you stay on top of your caseload
PracticeMaster comes with several reports that will give you insight into the details of your clients, appointments, to-do lists, and pending assignments. You can also use PracticeMaster Report Writer to create custom reports using any existing and/or user-defined fields. Reduce paper clutter in your office by saving reports as PDF, HTML, Excel (.xls or .xlsx), or as text files.
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Security so people only see the information they are supposed to see
Use System Configuration options to restrict the ability of any user to view, enter, edit, or delete information from any client, case, or calendar. Use access profiles to make sure that sensitive information remains secure.
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