PracticeMaster Featured Integrations
Tabs3 CRM
Streamlined intake and automation features allow you to track prospective clients, organize and qualify incoming marketing leads, engage leads to convert them into clients, and keep clients engaged and returning for your services. Set up campaigns, nurture leads with text automation and custom intake forms, and import lead data directly into PracticeMaster to save time with onboarding new clients.
LexShare
LexShare allows users to securely share files with clients and request signatures from them, as well as import the signed documents back into the PracticeMaster Document Management file.
NetDocuments
NetDocuments is a cloud-based document and email management service that provides enterprise-level security, mobility, disaster recovery, and collaboration solutions for organizations with high data security requirements, such as law firms. PracticeMaster’s integration allows you to access NetDocuments files via the Client or Matter Manager programs as well as include them in your Conflict of Interest searches.
CyberlinkASP
CyberlinkASP is a Tabs3 Recommended comprehensive hosting solution and IT management service tailored for law firms. CyberlinkASP provides a virtual desktop that includes application hosting and access to Microsoft 365, document storage, and more, so you can focus on practicing law and not on IT.
ProCirrus
ProCirrus is a full-service cloud hosting company that specializes in providing hosting services for the legal industry. Hosting providers like ProCirrus can make managing your technology much easier. Instead of installing and maintaining programs like Tabs3 on your server, you log in to the programs from a secure website that ProCirrus maintains.
Uptime Practice
Uptime Practice is a Tabs3 Recommended cloud hosting partner that can be customized to fit your cloud hosting needs. Uptime Practice provides the option to host your entire server, including applications, documents, and more, or you can choose to just host your Tabs3 Software applications which can be accessed from your computer as if you are running them locally.
Worldox
PracticeMaster’s conflict of interest search will search the contents of all documents stored by Worldox. PracticeMaster and Worldox synchronize client information. Documents assembled in PracticeMaster are automatically profiled in Worldox.
All Integrations
Adobe
Save any Adobe document to PracticeMaster with one click. Create billable fee records, client notes, or reminders in your calendar based off of any Adobe file.
CalendarRules
CalendarRules offers general civil litigation-related court and agency rules for State, Federal, Appellate and Bankruptcy courts across the United States. Currently, rules are available in 50 states, with additional courts being added every month. If a firm needs rules not currently offered, they’ll add them within 60 days. CalendarRules is the only rules provider that makes updated rules available in real time.
dtSearch
dtSearch allows clients to search for text within email attachments and linked documents and builds a search index that stores the location of words in your data.
HotDocs
HotDocs specializes in document automation and assembly and allows law firms to automate the generation of transactional legal documents, such as complex wills, trusts, and contracts.
PaperPort
Attach scanned images to a client file for quick future reference.
Ricoh
The combination of Ricoh ScanSnap iX1600 and PracticeMaster provides you with a first-class legal document management system. Regardless of how advanced your DMS is, the documents you store within it will only be as good as the scanner used to capture the images stored there. Ricoh sets the industry standard for ease-of-use, efficiency, and flexibility, utilizing intuitively designed hardware and software technology to bridge the gap where the physical and digital meet. It provides the perfect on-ramp to digitize your most important documents.
Trumpet
With Trumpet, you don’t have to think about OCR. The very act of saving a PDF in PracticeMaster means it will automatically become text searchable because Symphony OCR happens automatically as a back-end process.
Visioneer, Inc.
Visioneer, Inc., provides intelligent imaging solutions that enable users to communicate more creatively and effectively. Images scanned by Visioneer products can be linked to cases for tracking, displaying, and printing.
WordPerfect
Use PracticeMaster to assemble WordPerfect documents using PracticeMaster client and case information. HotDocs required.
