Image of PracticeMaster Law Practice Management Software logo

PracticeMaster

PracticeMaster is a good fit for firms who want a well-rounded calendar to keep track of firm-wide appointments.

PracticeMaster Rating:
4/5

Features

  • Customer Experience & Support - 6/10
    6/10
  • Pricing & Value - 6/10
    6/10
  • Security - 8/10
    8/10
  • Innovation & Future-Proofing - 4/10
    4/10
Comments Rating 5 (1 review)
Details

Rating Breakdown

Our Rating: 3/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

Community Rating: 5/5 (based on 1 rating)

The community rating is based on the average of the community reviews below.

Composite Rating: 4/5

The composite rating is a weighted average of our rating and the community ratings below.

PracticeMaster is a good fit for firms who want a well-rounded calendar to keep track of firm-wide appointments. It’s also great for managing documents and searching all your files for conflicts of interest. It’s probably not a good fit if you’re looking for full accounting abilities in your practice management software.

More About PracticeMaster

Stay on top of firm-wide meetings with PracticeMaster’s calendar. You can see everyone’s appointments, schedule individual meetings, drag and drop to reschedule, and set up access and view controls. Time tracking is integrated into the calendar—all you have to do is right click on an appointment to begin. You can even establish minimum time increments and associate fees for certain tasks. In terms of document assembly, PracticeMaster can automate practice area templates that streamline your workflow process. Search all of your files using parameters such as “match partial words,” “starts with,” and more to check for conflicts of interest. If you like working away from the office on your phone, you can access calendars, contacts, client files and more when you connect your Outlook account and upgrade to the Platinum version of their software. Other integrations include CalendarRules, Microsoft Word, Microsoft Powerpoint, ScanSnap, and more. Even though PracticeMaster doesn’t have its own internal email server, you can hook up your Outlook account and read and add emails to your client’s file. PracticeMaster can even suggest where to file emails based on email addresses, and those are included in searches for conflicts of interest. You also can’t bill and bookkeep from PracticeMaster. However, you have the option of choosing to use into Tabs3 billing software and syncing your firm’s data.

Features

Image of Practice Master Law Practice Management Software
Website
www.tabs3.com
Starting Cost
$600/user
Apps
  • Web
  • Windows
Installation
  • On-Premise
Core Features
For law practice management software, the following are essential features, and you should therefore expect to see a check in every box in this section.
Case/Matter Management
Matter management is the defining feature of law practice management software, of course. However, some software is targeted at specific practice areas and may implement case management in different ways in order to manage information specific to those practice areas.
Client/Contact Management
Managing clients and other contacts is a core feature of law practice management software.
Task Management
Basic task management includes creating tasks with due dates that can be associated with cases/matters and assigned to different lawyers. Some products stick to pretty basic task management, while others offer enough features to make any Getting Things Done devotee happy.
Calendar
As with email, this feature means a full calendar client, not just an integration with Outlook or Google Calendar.
Timekeeping
Timekeeping is a core feature of practice management software, essential for lawyers who bill by the hour but useful even for those who don't.
Additional Features
Conflict Checking
An actual conflict checker is more than just a search box. This applies to software that actually has a conflict checking feature. Implementation varies, but at a minimum you should be able to search the entire database for matching names. It should check for conflicts accurately and intuitively, allow for a lateral hire to input their conflict database into the system, work quickly when new clients call, and comply with the rules of professional conduct for checking conflicts.
Email Client
Does it include a full email client? (Alternative solutions that don't amount to an email client, like plugins for Outlook or Gmail, do not earn a check for this feature. See software integrations, below.))
Document Management
Basic document management allows you to add documents and associate them with your cases/matters.
Document Assembly
Loading your firm’s document templates into your law practice management software can save time and ensure consistency. This check means basic document assembly suitable for form letters, invoices, etc. For advanced document assembly, you’ll probably need additional software.
Secure Client Portal
Basic Bookkeeping
This means basic checkbook register–style bookkeeping, which is more limited than full accounting. You should be able to keep track of your operating accounts and reconcile your balances, but you may still need full accounting software.
Trust Accounting
This means you can track your client trust accounts, including expenses and payments. It is normal to see trust accounting without basic bookkeeping or full accounting, in which case you will need something else for accounting.
Full Accounting
Some software includes full double-entry accounting features, making additional accounting software unnecessary.
Billing & Invoicing
Does the software allow you to send bills or invoices?
Online Payments
Payment processing is increasingly offered either as an included or add-on feature, especially with cloud-based law practice management software.
Software Integrations
  • CalendarRules
  • HotDocs
  • Internet Explorer
  • Microsoft Office 365
  • Microsoft Outlook
  • NetDocuments
  • ProCirrus
  • ScanSnap
  • Trumpet
  • Visioneer
  • WordPerfect
  • Worldox
  • dtSearch
Open API

1 PracticeMaster Community Review

  1. Avatar Timothy C. says:

    Powerful, Flexible and Reliable. Network Based

    We are a small firm and have been using PracticeMaster for about 8 years and it is a rock solid, stable, powerful and flexible platform. The synopsis on the page above focuses on the PracticeMaster module which is just 1 of their 5 modules so it may make you think it is not as feature rich as it is. The modules available being Billing (Tabs3), Accounts Payable, Accounting/General Ledger and Trust Accounting. While saying that the single PracticeMaster module does not have many features that other programs may have out of the box is correct, you can easily enhance the system by adding the other modules which all integrate tightly together. For example, the commentary in the article above says you don’t want it for accounting capabilities – true if you only use the PraticeMaster module. However, if you add other modules you can have an exceptionally powerful accounting system that could be used by the biggest law firms.

    The company offers many variations and modules that you can plug together to make a system that suits you. This makes it very flexible to suit your needs. We have the Platinum version, which is their most feature rich version so my comments are based on that. Even their base version is very feature rich and allows exceptional customization and flexibility. I could go on and on about this program, but I’ll keep it short and simple.

    Some Of My Pros
    * Feature rich – can work with any practice area, does all kinds of different billing and reporting. Built in document management, document assembly, scanning, fast conflict checking, calendaring, tasking (yes, it has tasking even though the summary on this page says it doesn’t), matter management, contact management, user restrictions (only allow certain people access to certain things or matters), many billing options and workflows (automates routine work like setting groups of deadlines, calendar appointments, emails, etc).
    * Customization – You can and and remove data fields, add/remove tab’s, etc.
    * Reporting and data analysis – has lots of reports, you can make your own and we use an SQL plug in to access the data with crystal reports.
    * Rock Solid – in 8 years never had any data corruption, lost data or down time due to anything related to their software. They do NOT push out untested crap like is common these days with tech companies. We NEVER have problems with not being able to access the software, application crashing and such things (this of course requires a reliable network). Updates install correctly, the first time, without problems.
    * Tech support – Detailed, useful knowledge base and technical support. It is exceptionally detailed and the old stuff is deleted so you are not reading through documents that have changed. Software is also supported by independent consultants who often are exclusive to this program and have quite a bit of knowledge.
    * They do NOT practice MVP (minimum viable product). Too many tech companies are pushing out products that are barely adequate and improve only when enough users complain. These guys are thinkers, planners and testers.

    Some Of My Cons
    * The main con for me at this point is they are very conservative in their development. They don’t have any substantial cloud offering at the time of this writing. Their platform is network based which may be a deal breaker for many. They have had the Tabs3 Connect option (which is in the ‘cloud’ and connects to the network system) and it has been out for a few years. This works well and allows you to enter time, scheduling, billing and contact info, pull up emails, documents, etc provided you have the proper modules and network setup. They have said they are in development of more cloud based options but haven’t provided any details.
    * Initially the program may seem complex – because it is so feature rich it may seem complex and complicated, but you only use what you need. Strongly suggest you work with one of their consultants to get you up and running quickly.
    * No client portal (we use a portal linked from Outlook to make up for this).
    * Time-keeper Licensing (on many versions) – They have several different pricing schemes depending upon your size and choice of options. At the higher end, they license by giving you buckets of time-keeper licenses (you get like 10 or 20 at a time). Which is a little unusual. Licensing isn’t user, but time-keeper. So can have unlimited users as long as they don’t bill. The downside, is that when a time-keeper quits, they still consume a license as long as you want to keep that time-keeper’s data on the system. There are ways to consolidate inactive timekeepers but I don’t like the solution. I also dislike the predominate “rental” arrangement that cloud providers have so I guess I can’t have it all ways:) You can actually buy a copy of this program and use it for as long as you like (they do stop supporting old versions periodically of course) and you are not required to purchase maintenance/support. The bottom line is just evaluate this point especially if you have high time-keeper turn over.

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