Transcription
PracticeMaster Sample Reports
Copyright 1988-2015Software Technology, Inc.1621 Cushman DriveLincoln, NE 68512(402) 423-1440www.Tabs3.comTabs3, PracticeMaster, and the “pinwheel” symbol ( ) are registered trademarks ofSoftware Technology, Inc.Portions copyright Microsoft CorporationThe Sentry Spelling-Checker Engine Copyright 1994-2006 Wintertree Software Inc.Portions copyright dtSearchÒ , www.dtsearch.comVersion 17 (January 2014)
PracticeMasterSample ReportsTable of ContentsAlphabetical Client List . . . . . . . . . . . . . . . . . . . . . . . . . . 7Daily Timer Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Area of Practice Client List. . . . . . . . . . . . . . . . . . . . . . . . 6Detail Contact List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Area of Practice List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Document Check Out List. . . . . . . . . . . . . . . . . . . . . . . . 20Blank Client ID Calendar Records . . . . . . . . . . . . . . . . . 10Document Search Report . . . . . . . . . . . . . . . . . . . . . . . . 26Calendar by Due Date . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Duplicate Contacts Report . . . . . . . . . . . . . . . . . . . . . . . 28Calendar by User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11File Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Calendar Code List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Graphical Calendar Report . . . . . . . . . . . . . . . . . . . . . . . 14Calendar Plan Report . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Graphical Task List Report . . . . . . . . . . . . . . . . . . . . . . . 15Calendar Plan Template Report . . . . . . . . . . . . . . . . . . . 13Journal by Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Calendar Records - Blank Client ID . . . . . . . . . . . . . . . . 10Journal by Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Calendar Report - Graphical . . . . . . . . . . . . . . . . . . . . . . 14List of Client’s Birthdays . . . . . . . . . . . . . . . . . . . . . . . . . 8Category List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Litigation Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Client Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Location List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Client Document Management Report . . . . . . . . . . . . . . 19Mailing Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Client Expense Summary . . . . . . . . . . . . . . . . . . . . . . . . 16Master Client List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Client Inactivity Report. . . . . . . . . . . . . . . . . . . . . . . . . . 33Multi-Record Processing Log . . . . . . . . . . . . . . . . . . . . . 34Client List - Alphabetical . . . . . . . . . . . . . . . . . . . . . . . . . 7Note Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Client List - Area of Practice . . . . . . . . . . . . . . . . . . . . . . 6Statute of Limitations Report . . . . . . . . . . . . . . . . . . . . . 20Client List - Master . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Summary Contact List . . . . . . . . . . . . . . . . . . . . . . . . . . 27Client List by Primary Timekeeper. . . . . . . . . . . . . . . . . . 8System Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Client Mailing Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Task Code List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Client Referral Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Task List - Graphical . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Client Summary Report . . . . . . . . . . . . . . . . . . . . . . . . . 21Text Macro List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Client Time Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . 16Timekeeper List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Client’s Birthdays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Timer Fee Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Conflict of Interest Report . . . . . . . . . . . . . . . . . . . . . . . 26To Do List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Contact List - Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Transaction Code List . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Contact List - Summary . . . . . . . . . . . . . . . . . . . . . . . . . 27Usage Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-32Contact Search Report . . . . . . . . . . . . . . . . . . . . . . . . . . 25WorkFlow List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Daily Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Sample Reports for PracticeMaster Version 171
Optional Report FooterThe software can be configured to include an optional footer on the reports. The footerincludes the day of the week, date, and time the report is printed. You can optionally include ahorizontal ruling line and the initials of the User ID who prints the report.The footer is configured at the printer level for each workstation in the Advanced PrintingOptions window (File Print Setup Advanced Printing Options).The following is an example of a footer with the user initials and horizontal ruling line.DKHThursday 10/15/2014 1:55pmArea of Practice ListDate: 11/17/2014Page: 1Area of Practice ListBurns, Jensen & Powers, IMLAWFORECLOSPROBATEREALESTWILLSSystem FilesWorkers' CompensationFamily LawPersonal Injury LawAdministrative/PersonnelBusiness LawCriminal LawForeclosure LawProbate LawReal Estate LawWills and Trusts LawFiles178111031271020817Document ATE\DOCS\REALEST\DOCS\WILLS\DOCS\Maintenance File Maintenance Print AOP ListMenuThe Area of Practice List is accessed via File Maintenance by right-clicking System Files and selecting Print AOP List. Thisreport includes all of the Areas of Practice present in PracticeMaster. This report cannot be modified.Category ListReport Writer NameCATEGORYThe Category List is a Report Writer report included with PracticeMaster and can be modified as desired. This report includesall categories present in PracticeMaster. It can be generated in alphabetical order based on the category description ornumerical order based on the category number.11/17/2014PracticeMasterNumerical Category ListBurns, Jensen & Powers, PBBLLPage: 111/17/2014PracticeMasterAlphabetical Category ListBurns, Jensen & Powers, P.C.CategoryNumberDescriptionPersonal InjuryWills/Trusts/EstatesWorkers' CompensationProbateTax LawReal EstateForeclosureFamily LawBusiness LawTrademarks/Copyrights/PatentsCriminal LawInsurance DefenseGeneral : 1DescriptionBusiness LawCriminal LawFamily LawForeclosureGeneral LitigationInsurance DefensePersonal InjuryProbateReal EstateTax esWorker's CompensationSample Reports for PracticeMaster Version 17
Timekeeper ListReport Writer Name11/17/2014TMKRLISTPracticeMasterNumeric Timekeeper ListBurns, Jensen & Powers, P.C.TimekeeperNumberInit.Page:Name1RateThe Timekeeper List is a Report Writer report1RJB Robert J Burns2MLJ Michael L. Jensenincluded with PracticeMaster and can be3PAM Paula A. Madisonmodified as desired. This report includes all4DHB Daniel H. Brady5JPP *Julie P. Powerstimekeepers present in PracticeMaster. An *next to the timekeeper’s name indicates thetimekeeper is marked as an inactivetimekeeper. It can be generated in alphabeticalor numerical order. The alphabetical list sorts the timekeepers in alphabetical order by last name.250.00225.00160.00175.00140.00Location ListDate: 11/17/2014Location File ListPage: 1Burns, Jensen & Powers, P.C.Location IDColumbusKearneyLincolnOmahaDescriptionColumbus OfficeKearney OfficeLincoln OfficeOmaha OfficeLOCATIONReport Writer NameThe Location List is a Report Writer report included with PracticeMaster and can be modified as desired. This report includes alllocations present in PracticeMaster.Text Macro ListMACROReport Writer NameThe Text Macro List is a Report Writer report included with PracticeMaster and can be modified as desired. This report includes alltext macros present in PracticeMaster.Date: 11/17/2014Text Macro ListPage: 1Burns, Jensen & Powers, P.C.Macro MLMSJNOANONPAYattendedcourt appearancecourier feecommunicate withdraft and revisePetition for Dissolution of Marriage and related documentsenclosurefiling feeinterrogatoriesInterrogatories and Request for Production of Documentsinvestigation oflong distance telephone chargeslegal researchletter toLast Will and Testamentmedical recordsmileage to/fromMotion for Summary JudgementNotice of Appearanceconcerning outstanding balance. Discussed the possibility of setting up a monthly paymentschedule. Confirmed that no additional work will be performed until a good faith payment ismade toward the outstanding balance.office conference withonline legal researchoutside professional feeopposing counselopposing counsel regarding discovery and production of documentsoutside conference withPlea of Not Guiltyplan and prepare forreview and analyzereceipt ofterms of settlement and receipt of settlement checksheriff's feetelephone conference withto discuss current status and issues relating to the case.trial exhibitstravel EXSample Reports for PracticeMaster Version 173
Date: 11/16/2014Transaction Code ListPage: 1Burns, Jensen & Powers, WITOffice conference withOutside conference withTelephone conference withOpen fileLetter toReceipt ofPlan and prepare forDraft and reviseReview and analyzeLegal researchCourt appearanceInvestigation ofAttendedCommunicate withUpdate files/records(progress fee)(description only)(miscellaneous fee)Long distance telephone chargesPhotocopy chargesMileage to/fromPostageTravel expenseFacsimile costs(miscellaneous expense)Filing feeProcessor feeCourier feeOutside professional feeMedical recordsSheriff's feeOnline legal researchTranscription feesTrial exhibits(miscellaneous advance)PaymentFee PaymentExpense PaymentAdvance PaymentCredit for finance charge billedDeposit to client fundsWithdrawal from client fundsReport Writer NameTask Code ListDate: 11/17/2014Jensen, Martin & Anderson, P.C.PhaseActivity ction Code ListDescriptionPlan and prepare forResearchDraft/reviseReview/analyzeCommunicate (within legal team)Communicate (with client)Communicate (opponents/other outside counsel)Communicate (other external)Appear for/attendManage data/files/documentationOtherBillable Travel TimeCommunicate (witnesses)Communicate (experts)Medical Record and Medical Bill ManagementTrainingSpecial Handling Copying/Scanning/Imaging (Internal)Collection-ForensicCulling & FilteringProcessingReview and AnalysisQuality Assurance and ControlSearch Creation and ExecutionPrivilege Review Culling and Log CreationDocument Production Creation and PreparationEvidence/Exhibit Creation and PreparationProject ManagementCollection Closing ActivitiesAdministrationCase AdministrationAsset Analysis and RecoveryAsset DispositionRelief from Stay/Adequate Protection ProceedingsMeetings of and Communications with CreditorsFee/Employment ApplicationsFee/Employment ObjectionsAvoidance Action AnalysisAssumption/Rejection of Leases and ContractsOther Contested Matters (excluding assumption/rejection motions)Non-Working TravelOperationsBusiness OperationsEmployee Benefits/PensionsFinancing/Cash CollectionsTax IssuesReal EstateBoard of Directors MattersClaims and PlanClaims Administration and ObjectionsPlan and Disclosure Statement (including Business Plan)Bankruptcy-Related AdviceGeneral Bankruptcy Advice/OpinionsRestructuringsTCODEThe Transaction Code List is a Report Writerreport included with PracticeMaster and can bemodified as desired. This report includes alltransaction codes present in PracticeMaster. It canbe generated in alphabetical or numerical order.Page: 1Task Code ListReport Writer NameTASKCODEThe Task Code List is a Report Writerreport included with PracticeMaster andcan be modified as desired. This reportincludes all task codes present inPracticeMaster.Sample Reports for PracticeMaster Version 17
Calendar Code ListCAL CODEReport Writer NameThe Calendar Code List is a Report Writer report included with PracticeMaster and can be modified as desired. This report displaysall calendar codes present in PracticeMaster.Date: 11/17/2014Calendar Code ListPage: 1Burns, Jensen & Powers, P.C.Cal PCPEPMPrepPTRDAnswer to complaint dueAnniversaryAppointment withAttendBirthdayBreakfastBusiness luncheon withCourt appearanceClosing DateConfirmation of IssuesContinuing Legal EducationClient MeetingContinuanceConsultationConfirmation of ServiceDiscovery CutoffDiscovery DueDeposition ofDinner withDeadline for Hearing Dispositive Pretrial MotionsDisclosure of Possible Primary WitnessesDisclosure of Possible Rebuttal WitnessesExchange of Witness/Exhibit ListsFile ComplaintFiling DeadlineFirm MeetingFile MotionFollow up withHearingInitial Client MeetingInvestigation ofJoint Statement of EvidenceJury SelectionLimitation DateLegal researchLetter toLuncheon withMediationSend memo toMiscellaneousMeeting withMeeting with clientOffice conference withOut of OfficeOutside conference withPretrial ConferencePersonal EventPartners MeetingPrepare forPersonal TaskRenewal dateDate: 11/17/2014Calendar Code ListPage: 2Burns, Jensen & Powers, P.C.Cal rialTTVacResearchReviewStatus conference withSeminarSick TimeSettlement MeetingTax Return DeadlineTrial Confirmation DateTelephone conference withTrial DateTax PlanningIn trial atTravel TimeVacation TimeSample Reports for PracticeMaster Version 175
Master Client ListCLNTLSTReport Writer NameThe Master Client List is a Report Writer report included with PracticeMaster and can be modified as desired. This report includesall clients present in PracticeMaster. The report can be generated for a range of Client IDs and primary timekeepers. It canoptionally be printed in primary timekeeper order. Clients are listed in Client ID order. Drill-down editing capabilities allow you toedit records directly from the Preview window.Date: 11/17/2014Page: 1Master Client ListBurns, Jensen & Powers, P.C.Client Range:Timekeeper Range:100.00 to 200.031 to 999Dawson/Charles L.27550 Cottonwood DriveSan Bernadino, CA 92408100.00 REALESTSettlement of Grandfather's EstateChuck Dawson714-884-7525JPPBarrett/Karen3010 South 14th StreetLincoln, NE 68510101.00 REALESTApartment ManagementKaren Barrett402-466-1234DHBRichardson/Harold1548 West 57th StreetRochester, NY 14603-8409102.00 BUSLAWManage personal financesHarold Richardson716-253-4510RJBJefferson Insurance Co.American Charter Building9th & West 'O' StreetsSuite 220Lincoln, NE 68510-6330200.01 PIAutomobile AccidentMike Johnson402-464-2200RJBJefferson Insurance Co.American Charter Building9th & West 'O' StreetsSuite 220Lincoln, NE 68510-6330200.02 BUSLAWHail Damage - Palmer farmMark Allen402-464-2200RJBJefferson Insurance Co.Area of Practice Client ListAOP CLNTReport Writer NameThe Area of Practice Client List is a Report Writer report included with PracticeMaster and can be modified as desired. This reportincludes all clients and can be displayed in alphabetical or numerical order. This report can be generated for a specified range ofClients IDs, Areas of Practice, timekeepers and open dates. Clients can optionally be sorted by Area of Practice and timekeeper.Drill-down editing capabilities allow you to edit records directly from the Preview window.Date: 11/17/2014Page: 1Area of Practice Client ListBurns, Jensen & Powers, P.C.Client Range:100.00 to 900.00Area of Practice Range:ADMIN to REALESTTimekeeper Range:1 to 999Date Range:mm/dd/yyyyto mm/dd/yyyyClient Order:NumericalArea of Practice Order:YesTimekeeper Order:NoArea of Practice: BUSLAW - Business LawClient LAWDateOpenedClient NameDescriptionRichardson/HaroldJefferson Insurance Co.Jefferson Insurance Co.Carter/Arthur J.Manage personal financesAcquisition of Mid-State InsuranceHail Damage - Palmer farmProtection of New Wave kpRJBRJBRJBMLJArea of Practice: FAMILY - Family LawClient ID850.00900.00AOPFAMILYFAMILYClient NameDescriptionWhite/KellySherman/Natalie 14DHDHArea of Practice: PI - Personal Injury LawClient ID200.01600.00AOPPIPIDateOpenedClient NameDescriptionJefferson Insurance Co.Ace Manufacturing CompanyAutomobile AccidentGeneral Legal Counsel06/02/201409/06/2014PriTkpRJBMLJArea of Practice: REALEST - Real Estate LawClient ID100.00101.00AOPREALESTREALESTDateOpenedClient NameDescriptionDawson/Charles L.Barrett/KarenSettlement of Grandfather's EstateApartment Management04/01/201405/02/2014PriTkpJPPDHTotal Clients: 106Sample Reports for PracticeMaster Version 17
Alphabetical Client ListReport Writer NameCLNTLISTThe Alphabetical Client List is a Report Writer report included in PracticeMaster and can be modified as desired. This list can begenerated for a specified range of Client IDs. Clients are listed in alphabetical order and files for each client are listed in Client IDorder. This list can be printed for active clients, inactive clients or both. The report shown above is printed for both. When bothinactive and active clients are included on the report, an asterisk is printed after the Client ID for those clients that are inactive. Afooter is displayed at the end of the report indicating the number of clients and text regarding the asterisk and inactive clients.Drill-down editing capabilities allow you to edit records directly from the Preview window.Date: 11/17/2014Alphabetical Client ListBurns, Jensen & Powers, P.C.Client NameClient IDABC Insurance CompanyAble/Paul & MaryAce Manufacturing CompanyAce Manufacturing CompanyAce Manufacturing CompanyBarrett/KarenCarter/Arthur J.Dawson/Charles L.Federated Casualty, Ltd.First National BankHarrison InvestmentsHarrison/BradleyJefferson Insurance Co.Jefferson Insurance Co.Jefferson Insurance Co.Kiltzer/GeorgeLutz/JodyLyons/Mr. & Mrs. ArtMartin/Mary L. & Fred J.McBride/JohnRichardson/HaroldSherman/Natalie 50.00Page:1DescriptionDeath BenefitsParent's EstateGeneral Legal CounselWorkers' compensation claimMaintenance of insurance policiesApartment ManagementProtection of New Wave PatentSettlement of Grandfather's EstateAndrew C. Gilbert v. Federated CasualtyGeneral FilePurchase of Real EstatePurchase of Real EstateAutomobile AccidentHail Damage - Palmer farmAcquisition of Mid-State InsuranceSet up trust for childrenManage trust account for JodyAudit of Federal Income TaxesPrivate AdoptionManagement of Estate TrustManage personal financesDivorceDivorceTotal Clients: 23An asterisk (*) printed after the Client ID indicates the client is inactive.Client Mailing LabelsReport Writer NameLABEL1X4Client mailing labels can be generated using the Report Writer included with PracticeMaster with a 1" by 4" label format. Thisreport is sorted by zip code in Client Name order and allows you to specify a range of Client IDs. As with all Report Writer reports,you can modify this report to meet your needs. For example, you can add a Selection Expression to only select specified clients. Or,as another example, you can add a Selection Expression to only select clients whose Date Opened field is greater than 01/01/14.Sample Reports for PracticeMaster Version 177
Client List by Primary TimekeeperCLNT TKReport Writer NameThe Client List by Primary Timekeeper is a Report Writer report included with PracticeMaster and can be modified as desired. Thisreport can be generated for a specified range of Client IDs and primary timekeepers. Clients are sorted by primary timekeeper andare listed in Client ID order. A count of clients is displayed for the entire report as well as a subtotal count for clients for eachprimary timekeeper. When including a subtotal count on a report, a separate Count column must be used. Drill-down editingcapabilities allow you to edit records directly from the Preview window.Date: 11/17/2014Page: 1Client List by Primary TimekeeperBurns, Jensen & Powers, P.C.Client Range:100.00 toTimekeeper Range:1 toTimekeeper:Client 700.00800.001900.002Robert J. BurnsClient NameDescriptionRichardson/HaroldMartin/Mary L. & Fred J.Jefferson Insurance Co.Jefferson Insurance Co.Jefferson Insurance Co.McBride/JohnAble/Paul & MaryFederated Casualty, Ltd.First National BankABC Insurance CompanyManage personal financesPrivate AdoptionAutomobile AccidentHail Damage - Palmer farmAcquisition of Mid-State InsuranceManagement of Estate TrustParent's EstateAndrew C. Gilbert v. Federated CasualtyGeneral FileDeath BenefitsCountClient CountTimekeeper:Client ID350.00600.00600.01600.021111111111102Michael L. JensenClient NameDescriptionCarter/Arthur J.Ace Manufacturing CompanyAce Manufacturing CompanyAce Manufacturing CompanyProtection of New Wave PatentGeneral Legal CounselWorkers' compensation claimMaintenance of insurance policiesCount1111Client Count4Total Clients14List of Client’s BirthdaysBIRTHDYReport Writer NameThe List of Client’s Birthdays is a Report Writer report included with PracticeMaster and can be modified as desired. This reportcan be generated for a specified range of Client Names and months. Clients are sorted by birthday month. A count of birthdays isdisplayed for the entire report.Date: 11/17/2014Page: 1List of Client's BirthdaysBurns, Jensen & Powers, P.C.JanuarythruDecemberBirthdayClient 196712/06/1978Barrett/KarenSherman/Natalie K.McBride/JohnRichardson/HaroldDawson/Charles L.Carter/Arthur J.Age697161434735Number of Birthdays 68Sample Reports for PracticeMaster Version 17
Client Referral ReportREFERRALReport Writer NameThe Client Referral Report is a Report Writer report included with PracticeMaster and can be modified as desired. This reportincludes referred clients sorted by Area of Practice and are displayed in Client ID order. This report can be generated for a specifiedrange of Client IDs, Areas of Practice, referral names and open dates. Drill-down editing capabilities allow you to edit recordsdirectly from the Preview window.Date: 11/17/2014Page: 1Client Referral ReportBurns, Jensen & Powers, P.C.Client Range:100.00 to 900.00Area of Practice Range:ADMIN toReferral Range:AAA to ZZZDate Opened Range:01/01/2014toWILLS07/01/2014BUSLAW - Business LawClient IDDateOpenedClient Name200.02 Jefferson Insurance Co.102.00 Richardson/Harold200.03 Jefferson Insurance Co.PI06/09/201405/12/201406/27/2014Referred ByFarmer's Mutual Health & Life InsKnight/Elizabeth M.Lewis/Joseph M.- Personal Injury LawClient IDDateOpenedClient Name200.01 Jefferson Insurance Co.REALEST06/02/2014Referred ByFarmer's Mutual Health & Life Ins- Real Estate LawClient IDDateOpenedClient Name100.00 Dawson/Charles L.101.00 Barrett/Karen04/04/201405/02/2014Referred ByBrown/Stephanie J.Murray/Alex J.Litigation AnalysisANALYSISReport Writer NameThe Litigation Analysis report is a Report Writer report included with PracticeMaster and can be modified as desired. This reportincludes Client IDs sorted by Area of Practice and are displayed in Client ID order. This report can be generated for a specifiedrange of Client IDs, Areas of Practice and close dates. Drill-down editing capabilities allow you to edit records directly from thePreview window.Date: 11/17/2014Page: 1Litigation AnalysisBurns, Jensen & Powers, P.C.Client Range:100.00 to 900.00Area of Practice Range:ADMIN toDate Closed Range:01/01/2014toBUSLAWWILLS11/01/2014- Business LawClient ID102.00Client NameDescriptionRichardson/HaroldManage personal financesDateOpened05/09/2014DateClosedDays InLitigation08/01/2014Area of Practice AverageFORECLO2.7832.7- Foreclosure LawClient ID300.00Client NameDescriptionMcBride/JohnManagement of Estate TrustDateOpened07/15/2014DateClosed11/01/2014Area of Practice AveragePIMonths InLitigation83Days InLitigationMonths InLitigation1093.61093.6- Personal Injury LawClient ID200.01Client NameDescriptionJefferson Insurance Co.Automobile AccidentDateOpened10/31/2014Days InLitigationMonths InLitigation1525.0Area of Practice Average1525.0Average Litigation1153.8Sample Reports for PracticeMaster Version 1706/02/2014DateClosed9
Blank Client ID Calendar RecordsDate: 11/17/2014Page: 1Blank Client ID Calendar Records10/03/2014 FridayReport Writer NameBLANKIDThe Blank Client ID Calendar Records reportis a Report Writer report included withPracticeMaster and can be modified asdesired. This report includes calendar recordswithout an assigned Client ID. This report canbe generated for a specified range of duedates.StartTimeStopTimeUserType12:00 AM11:59 dayCompletedDescriptionLocationVacation10/06/2014 MondayStartTime08:00 AMStopTimehh:mm AM JENLocation09:00 AM11:00 AMCLBEPartners meeting09:00 AM11:00 AMMLJEPartners meeting09:00 AM11:00 AMRJBEPartners meeting02:30 PM04:30 PMRJBEMeeting with Harold Berk inConference Room.10/07/2014 TuesdayStartTimeStopTimeUserType10:15 AM11:30 AMMLJEMeeting with Robert Maxwell12:00 PM01:00 PMRJBELuncheon with SteveP.F. tionLocation10/08/2014 WednesdayStartTimeStopTime08:00 AM10:00 AMPA11:30 AM12:45 PMCLBEBusiness luncheon.12:00 PM01:15 PMJENELuncheon with daughter.03:00 PM04:30 PMMLJEAppointment with Jim Tucker.CompletedEMeeting with Mike JohnsonThe Knoll's10/09/2014 ThursdayStartTimeStopTimeUserType08:45 AM11:45 AMCLBEFirm MeetingCompletedDescriptionLocation08:45 AM11:45 AMJENEFirm Meeting08:45 AM11:45 AMMLJEFirm Meeting08:45 AM11:45 AMRJBEFirm Meeting12:00 PM01:00 PMRJBEBusiness luncheon with JohnWilliams.01:45 PM03:00 PMMLJEAppointment with Robert Maxwell03:30 PM05:00 PMJENEOutside conference with JulieThomas.10/10/2014 FridayStopTimeUserType11:59 PMMLJECompletedDescriptionCLNTCALClient Range:Due Date Range:User Range:LocationVacationDate: 11/17/2014Client CalendarReport Writer NameStartTime12:00 AM200.02to 10/18/2014200.02 Peterson Insurance Co.Maintenance of Insurance PoliciesThe Client Calendar report is a Report Writerreport included with PracticeMaster and can bemodified as desired. This report includescalendar records sorted by Client ID. This reportcan be generated for a specified range of ClientIDs, due dates and user IDs. You can specifywhich calendar Types to include on the report(i.e., E-event, T-task). This report can also begenerated for “incomplete entries only.” Forpurposes of this report, an incomplete entry isdefined as a task calendar record without a datein the Date Completed field or an event with aDue Date within the specified date range.1010/13/201401:00 PMMondayJEN10/14/2014TuesdayRON01:15 PM10/17/201411:30 AM11:30 AM10/21/201411:00 AMPage: 1Client Calendar200.02 to10/01/2014to ZZZJENCalendar Type(s):Incomplete Entries Only:Area of Practice:Primary Timekeeper:E,TNoADMINRPOffice conference with Richard Jackson.Preparation of proposal for Mid-State InsuranceCompany.Completed: 10/15/2014Appointment with Paul Franklin.Omaha OfficeFridayCHERYLMeeting with Paul.RONMeeting with Paul.TuesdayRONFiling DeadlineIncomplete TaskSample Reports for PracticeMaster Version 17
Calendar by Due DateCALDUEReport Writer NameThe Calendar by Due Date report is a Report Writer report included with PracticeMaster and can be modified as desired. This reportincludes calendar records sorted by due date. You can specify a range of Client IDs, due dates, and user IDs as well as whichcalendar types to include on the report (i.e., E-event, T-task). This report can also be generated for “incomplete entries only.” Forpurposes of this report, an incomplete entry is defined as a task calendar record without a date in the Date Completed field or anevent with a Due Date within the specified date range. Drill-down editing capabilities allow you to edit records directly from thePreview window.Date: 11/17/2014Page: 1Calendar by Due DateCase Range:Due Date Range:User Range:200.02to10/01/2014to ZZZtoCalendar Type(s): E,TIncomplete Entries Only: No10/31/201410/06/2014 MondayTimeUser01:00 PMTypeJENCompletedEDescriptionOffice conference with Richard Jackson.Client ID:200.02 Peterson Insurance Co.AOP:ADMIN Maintenance of Insurance Policies10/07/2014 TuesdayTypeCompletedDescriptionhh:mm AMTimeRONUserT10/12/2014Preparation of proposal for Mid-State Insurance Company.Client ID:200.02 Peterson
The Category List is a Report Writer report included with PracticeMaster and can be modified as desired. This report includes all categories present in PracticeMaster. It can be generated in alphabetical order based on the category description or numerical order based on the category number. 11/17/2014 PracticeMaster Page: 1 Numerical Category List
