Move/Merge Contact Information

When a client is duplicated or when you want to combine 2 Practice Management Workspace contacts together, you can use the Merge Contact Information function to accomplish that. The consideration [...]

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Basic Toolbar Buttons

Inside Practice Management within each Main Tab, is a toolbar that widens the functionality of all areas of the program. This toolbar, while definitely tailored for the selected Navigation Tab, [...]

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Time Tracking

With last week’s introduction to the Activity List, I am sure some important questions arose. What are we doing? Is it billable?  Did that client actually pull that much of our [...]

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Activity List

How many of us have ever walked in to work after a long weekend at the lake and wondered, “What am I doing today, what is my firm working on?”? Let’s be honest we became [...]

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Tracking Due Dates

Have you ever lain awake at night wondering if you forgot to do something? Did I pick-up the milk or did I get the dry cleaning? What about, even worse, forgetting to pick up the kids from school [...]

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