Let PracticeMaster name and file documents for you so that nothing gets lost. PracticeMaster toolbar plug-ins allow you to save documents in Word, Excel®, or Adobe® Acrobat / Reader as Document Management Records. The Matter Manager shows client information and a timeline of activity for any matter – emails, documents, fees, appointments, costs, research notes, and more. Pull up a billing summary to quickly see what’s been billed, paid, and the balance of the client’s trust account.
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Links to Available Training: | Overview
Filtering Calendar Entries in PracticeMaster
Use PracticeMaster to Manage Marketing Efforts
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