PracticeMaster Premier

• Prices start at $295

Features

• Integration
• Ease of Use
• Court Rules
• Document Assembly
• Calendars
• Conflict Checking
• Client & Case Info
• Area of Practice

• Time Tracking
• Document Tracking
• E-mail
• Reports
• Remote Access
• Security
• Minimum Requirements

• PracticeMaster Premier integrates with:
• Tabs3 Billing Software
• Palm™ Handhelds
• QuickBooks®
• Paperport®
• Outlook® and most e-mail programs
• Blackberry devices (using Outlook)
• Microsoft Word®
• WordPerfect® (HotDocs required)
• WORLDOX®
• CompuLaw® Court Rules
• HotDocs®

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• PracticeMaster's easy to use interface gives you point-and-click access to your most common tasks. View a Screen Image
• Uses forms created for specific areas of practice to collect and manage information, because you need different types of information for different types of cases.
• A special Form Designer allows you to add custom fields and modify forms so you can track and organize client information the way you want.
• Automatically creates a detailed document management record after the assembly of each document, providing fast and easy reference and retrieval of the document in the future.

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• Uses up-to-date court rules to automatically schedule appointments and to-do's (CompuLaw Court Rules required).
• Enter your own court rules and use them to automatically schedule appointments and to-do's.

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• Use client and case information, including fee and cost information to automatically create pre-formatted documents. View a Screen Image
• Can ask questions during assembly to customize documents.
• Calculates amounts based on formulas you create.
• Automatically creates fees in your billing software while assembling documents.
• Schedules to-do's related to a document, such as reminders to follow up with the recipient of a letter.
• Integration with HotDocs® creates documents in either WordPerfect® or Microsoft Word®.
• Automatically creates a detailed document management record after the assembly of each document, providing fast and easy reference and retrieval of the document in the future.
• Prompts you for information required for the assembly of a document when that information is not stored in practice management. Then it uses the information in the document and adds it to PracticeMaster.

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• View appointments for everyone in your office with a firm-wide calendar. View a Screen Image
• View calendars by day, multi-day, week or month.
• Color-codes appointments by employee or type of activity so you can find what you're looking for faster.
• Schedules appointments for one individual, selected individuals, groups or everyone in the law firm and includes checking for conflicting events already scheduled, thus helping to keep the firm organized and limiting potentials conflicts.
• Drag and drop to reschedule appointments.
• Sets multiple reminders for appointments so you remember to follow through on tasks before client meetings.
• 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.
• Use security settings so people only see appointments for certain attorneys or clients.
• Schedules recurring appointments.
• Saves time by creating calendar plan templates for common tasks that you can use over and over again. For example, with one click, automatically schedule the four things you need to do when you take on a new divorce client. View a Screen Image
• Calendar can be synchronized with Palm Inc.'s Palm™ handhelds, Microsoft Outlook® or exported to other systems, such as Novell GroupWise®.

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• Instantly finds conflicts of interest with anyone in your firm. View a Screen Image
• One click drill down into the details of any conflicts of interest.
• Search options, including "match partial words," "starts with," "phonetic check," and "contains," help to provide a more flexible, yet accurate search.
• Phrase matching, such as "must match at least one word" or "must match all words," gives you the ability to be extremely specific in your search.
• When integrating with WORLDOX® document management software, you can optionally include the contents of all documents in the search.

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• Stores contact information such as phone, mailing address and e-mail address for easy access. View a Screen Image
• Attaches files and e-mails to your client records so you can find them easily. View a Screen Image
• Instantly looks up references to a person, including those in appointments, meeting notes and e-mail correspondence.
• Synchronizes related party contacts with Palm™ handhelds and Outlook®.
• Synchronizes clients with Palm™ handhelds and QuickBooks®.
• Creates meeting notes for clients and cases.
• 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.
• Associate notes with a client and/or a related party (such as notes from a meeting with your client and opposing counsel).
• Associates related parties with multiple clients.

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• Uses forms created for specific areas of practice to collect and manage information, because you need different types of information for different types of cases. View a Screen Image
• Develop your own area of practice template or use on of the several included free with PracticeMaster.
• Area of Practice templates include basic types of information specific to an area of practice. For example, the Personal Injury Area of Practice File has fields such as accident information, medical service and plaintiff's insurance.

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• Stopwatch timers to track the time you spend on phone calls or Internet research. View a Screen Image
• Combines time from several timers to create one billing entry from your work throughout the day.
• Manages stopwatches for multiple tasks at the same time.
• Automatically creates fees in your billing software from the time you track and appointments on your calendar.
• Sets minimum time increments for billing entries.
• Cost transactions can be posted in Intuit's QuickBooks®.

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• Links documents and images to cases or clients so that you can find them easily.
• Built-in document history tracking.
• Integration with WORLDOX® document management software. Client name and description synchronization with WORLDOX's® client tables, as well as automatically displaying the WORLDOX® Edit Profile window after saving an assembled document.
• Scanned documents using Scansoft's® PaperPort imaging software can easily be attached to a document management record within a client file, making the image readily retrievable at any time.

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• Sends and receives text and HTML e-mails through PracticeMaster (compatible with most e-mail programs). View a Screen Image
• Use your existing e-mail address book.
• File e-mails in PracticeMaster files while in Outlook®.
• Spell check outgoing e-mail.
• PracticeMaster automatically suggests which client an e-mail should link to based on e-mails in that client's file.
• Links e-mails to contacts or cases.
• Links e-mail attachments to contacts or cases.
• E-mail in PracticeMaster works with Microsoft Exchange Server® and most MAPI compliant e-mail programs, such as Microsoft Outlook®, Eudora and Novell GroupWise®.

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• Client summary reports that show all activities and references to a client. View a Screen Image
• Calendar reports that show appointments for a day, week or month. View a Screen Image
• Task reports that show pending assignments. View a Screen Image
• Create custom reports using any PracticeMaster field.
• Save reports in PDF, HTML or text format.

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• Checks out client, case and calendar information to use on your laptop.
• Synchronizes your changes when you return to the office.

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• Restricts the ability of any user to view, enter, edit, or delete information for any client or case.
• Limits access to any employee calendar.
• Limits access to any client calendar.

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• Windows Vista / XP / 2000.
• 42 MB of free hard disk space.
• 20 MB of free hard disk space for the System Configuration program. The System Configuration program must be installed in order to use PracticeMaster.
• 800x600 or higher screen resolution.
• 16-bit color or higher. 32-bit color recommended.
• Internet Explorer Version 6 or 7.
• If using the Client Server Version, STI Server is required. The STI Server software must be installed on a computer running Microsoft Windows 2000 / 2003 Server, 2000 Workstation, or Windows XP Professional. STI Server will also run as an NLM on a Novell Server running a version of NetWare supported by Novell. STI Client Server software uses TCP/IP protocol.

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