The local expert source for computer networks and support to fit your needs
The local expert source for computer networks and support to fit your needs
PracticeMaster Basic is award-winning practice management software that helps you find case, client and contact information and find it fast. PracticeMaster includes a firm-wide calendar and tracking for online research, e-mail and phone calls. PracticeMaster easily converts appointments, e-mail, phone calls and research into time entries in Tabs3 Billing Software so you don’t need to remember to record them. PracticeMaster also integrates with other valuable programs, such as Outlook®, QuickBooks®, most smartphones and many e-mail programs.
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 and e-mails 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.
PracticeMaster’s firm-wide calendar lets you view appointments for everyone in your firm by person, by client, or by event, even if you have multiple offices in different locations. You can color code appointments by employee or activity as well as view calendars by day(s), week(s) or month. Save time by creating calendar plan templates that you can use over and over again for common projects that include several tasks (e.g., the 5 things you do when you add a new client). PracticeMaster also offers pop-up screen reminders and the ability to schedule recurring appointments. Security settings allow people to only view what they have authorized access for, such as appointments for certain attorneys or clients. PracticeMaster can integrate with Outlook when it creates its firm-wide calendar.
Import your existing e-mail address book from Outlook® into PracticeMaster to instantly create contact records. Use the Outlook integration toolbar to file e-mails, with or without attachments, into PracticeMaster and associate them with any client or contact. PracticeMaster automatically suggests which client an e-mail should link to, based on e-mails in that client’s file. Create fees, calendar entries, and journal records from any e-mail. E-mail integration in PracticeMaster works with or without Microsoft Exchange Server®, locally or remotely hosted.
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®
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.
Individuals can take client, case and calendar information with them to use on their laptops when they leave the office. They can access all information in the database as well as perform day-to-day activities while away from the office. Upon returning to the office, they can synchronize any changes, additions, or deletions that were made while data was checked out.
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