Products > PracticeMaster > Detailed Features

Ease of Use

• PracticeMaster's Task Folder interface is easy to use with its point-and-click access. Several task folders are customizable at the user level, allowing for quick access to the information most commonly used by each user.
• Modify and create common client related files (i.e., fees, costs, journals) as well as area of practice specific files (i.e., Tax, Worker's Comp, Real Estate, Probate, Will/Trusts), providing you with the ability to track and organize client information the way you want.
• A special Form Designer allows you to customize your data entry windows for easy data entry and editing your client and firm related data.
• Automatically create a detailed document management record after the assembly of each document, providing fast and easy reference and retrieval of the document in the future.
• When information required for the assembly of a document is not in the practice management data files, the program will prompt you to enter the information, saving it to the document as well as writing it back to the data file.

Court Rules

• Use 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.

Document Assembly

• Use client and case information, including fee and cost information to automatically create pre-formatted documents.
• Asks user defined questions during assembly to customize documents.
• Calculates amounts based on user defined formulas.
• Creates fees in your billing software while assembling a document.
• Schedules to-do's related to a document, such as reminders to follow up with the recipient of a letter.
• Integration with HotDocs® 5 creates documents in either WordPerfect® or Microsoft Word®.
• Automatically create a detailed document management record after the assembly of each document, providing fast and easy reference and retrieval of the document in the future.
• When information required for the assembly of a document is not in the practice management data files, the program will prompt you to enter the information, saving it to the document as well as writing it back to the data file.

Calendars

• View appointments for everyone in your office with a firm-wide calendar
• View calendars by day, multi-day, week or month.
• Find what you're looking for faster by color-coding appointments by case, employee or area of practice.
• Calendar events can be scheduled by individual, selected individuals, groups or firm-wide and includes checking for conflicting events already scheduled, thus helping to keep the firm organized and limiting potential conflicts.
• Drag and drop to reschedule appointments.
• Set multiple reminders for appointments so you remember to follow through on tasks before client meetings.
• User defined holiday schedules can be established, allowing you to 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.
• Schedule recurring appointments.
• Save 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 five things you need to do when you take on a new divorce client.
• Calendar can be synchronized with Palm Inc.'s Palm™ handhelds, Microsoft Outlook® or exported to other systems, such as Novell GroupWise®.

Conflict Checking

• Instantly find conflicts of interest with anyone in your firm.
• 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.

Client and Case Information

• Store contact information such as phone, mailing address and e-mail address for easy access.
• Attach files and e-mails to your client records so you can find them easily.
• Instantly look up references to a person, including those in appointments, meeting notes and e-mail correspondence.
• Synchronize contacts with Outlook®, Palm™ handhelds and QuickBooks®.
• Create 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).
• Related parties can be associated with any number of clients.

Area of Practice

PracticeMaster lets you organize client information by using "Area of Practice" files.
Each Area of Practice can be developed from scratch or you can use one of the several pre-written Areas of Practice provided free with PracticeMaster.
Pre-written Area of Practice files 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 services and plaintiff's insurance.

Time Tracking

• Use a stopwatch timer to track the time you spend on phone calls or Internet research.
• Combine time from several timers to create one billing entry from your work throughout the day.
• Manage stopwatches for multiple tasks at the same time.
• Automatically create fees in your billing software from the time you track and appointments on your calendar.
• Set minimum time increments for billing entries.
• Cost transactions can be posted in Intuit's QuickBooks®.

Document Tracking

• Link documents and images to cases or clients so that you can find them easily.
• Built-in document history tracking.
• Integration with iManage and 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 Visioneer'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.

E-mail

• Send and receive e-mail through PracticeMaster using your existing e-mail program.
• Link e-mails to contacts or cases.
• Link e-mail attachments to contacts or cases.
• E-mail in PracticeMaster works with Microsoft Exchange Server® and any MAPI compliant e-mail program, such as Microsoft Outlook® and Novell GroupWise®.

Reports

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

Remote Access (PracticeMaster Briefcase)

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

Security

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

Minimum System Requirements

• Windows 98/Me/NT 4.0/2000/XP.
• 7 MB of disk space.
• Screen resolution of 800 x 600