We are users of the software first
We know and trust PracticeMaster because we have been using it since 1996 to help law firms master the business side of legal. We understand there are many programs available today, but many of these new programs do not understand the requirements and priorities of small to medium-sized firms.
Why is that important to you? Because we're not trying to sell you software, we're trying to help you grow the profitability of your firm, keep your data secure, and make sure you always have a trusted partner to lean on in choppy waters.
Here Are A Few Reasons Why We Trust PracticeMaster, Exclusively, As The Tool For Our Clients:
Client & Matter - Data Management
We like to talk about client data management by asking you to imagine file folders. Now we organize those folders and files into sections which make it easy for people to collaborate.
Additionally, in PracticeMaster information is organized in a matter centric way. This allows you the ability to easily see all activity (emails, documents, phone records, notes, etc.) across your matter. If any of the activity has not been converted to a fee for billing, you can do so with just one click.
Conflict of Interest Searches
The efficacy of your conflict search is only as good as your ability to perform the search and your program's ability to search the data. Said more simply, it doesn't work if it doesn't work.
Document Assembly & Workflow Automation
Document assembly and workflow automation are all about making more money and not making any mistakes.
When you have repetitive processes which need to be done perfectly, you can build those to run automatically at the push of a button. The job is done quickly, correctly, and at full value for the client.
Workflow automation also helps you train new staff quickly and reduces the risk of errors related to new employee turnover.
Plus, workflow automation can start tasks for you or offer reminders after you perform a particular action. It helps you keep track of adding appointments, starting emails, displaying messages, managing reports, or launching other software features.
Quite simply, automation lets your office develop a "system that works."
We found Christina when launching our new firm in 2009. We started with the Tabs3 system, which has turned out to be a wonderful investment that has kept pace seamlessly as the firm has grown. Even more important is that Christina has a wealth of expertise and experience, which she happily shares. She is always available to answer questions or lend assistance. Her customer service simply cannot be beat.
Due to Christina's knowledge and expertise with everything from full charge bookkeeping to software implementation and training, she was able to streamline our bookkeeping needs to just two days a week. Christina is truly a lifesaver!
I really like that Christina has such a deep background having worked at a law firm because she knows what I'm up against. Because I don't want to know anything about our software on a perfect day. I don't want to talk about it. I don't want to look at a report. I don't want to do anything. I just want to know that the person that is running it is getting accurate data. We had years of someone under-utilizing our software tools and Christina stepped in and showed us how to make it better quickly. And our process continues to improve thanks to her guidance. She's very good at finding out what you're trying to do and showing you the most efficient way to make it happen.
I really appreciate that Christina listens closely to what we're trying to do, and understands what our goals are. When we were shopping around, there were a lot of salespeople who said "here's what our program can do for you" without taking the time to understand what we really needed and why. But Christina is really invested in wanting to learn about us, so she could customize the program to work for us.
Prosecutor, Muckleshoot Tribe
It's easy to see that Christina's been doing this for a very long time. There isn't a problem that she doesn't know how to address or resolve. I was replacing someone who had left quickly and I needed to figure out how to get organized and structured and how to get everything going efficiently. Christina helped me figure out how I was going to set up the system for myself so that I could succeed. She's an excellent, excellent communicator and a really good teacher. I would be lost without her.
Business Manager, law firm, Chicago, IL