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.
|Starting Price||$600/user/one-time fee||$49/user/month|
|Billing & Invoicing||✓|