Practice Management Software
PracticeMaster Premier
Integration with other programs
PracticeMaster Premier 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 addresses and e-mail addresses 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. Optionally search the contents of all linked documents or e-mail attachments. 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."
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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.
Automate office procedures and reduce mistakes
Use WorkFlows to automatically start tasks after you perform a particular action. For example, when you add a new client, have PracticeMaster automatically generate a thank-you letter. Include up to 10 actions in any WorkFlow. Actions include creating records, changing existing records, starting e-mails, starting or sending eNotes (Platinum only), processing calendar plan templates, assembling documents, displaying messages, running reports, launching other PracticeMaster tasks, or launching external applications. You can also manually launch a WorkFlow in addition to tying it to another event or action.
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.
Document Assembly can save you time
Use information you have already entered into PracticeMaster to fill in the blanks in any kind of document, using PracticeMaster Document Assembly (Word required).
Court Rules integration
Use up-to-date court rules to automatically schedule appointments and tasks (CompuLaw Court Rules required).
Calendar Plan Templates make it a snap to schedule sequential events
Create your own court rules in PracticeMaster. Use Calendar Plan Templates to schedule a series of events based off of a single key-date. Use your Calendar Plan Templates again and again.
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Area of Practice templates let you easily customize client entries
Different types of cases require different types of information. Area of Practice Templates let you change the client entry pages based on case type, so that all data fields are relevant to the case.
Use eNote for quick, simple, intra-office communication
Available in Platinum Version only. Combining the best features of e-mail and instant messaging, eNote is the most efficient way share quick, simple, intra-office communication without filling up your e-mail inbox. Optionally link PracticeMaster records to messages.
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