PracticeMaster
PracticeMaster: A matter-management system with trust-account status visibility, not full trust accounting. Ranked #41 of 42 in Trust Accounting Software by our editors (4.6/10); pricing: 10-day trial; best for firms needing basic matter-management visibility.
At a glance
- Editor score4.6 / 10
- Pricing10-day trial
- Best forFirms needing basic matter-management visibility
- Free planNo
- Three-way reconciliationNo
- Founded1979 · Lincoln, Nebraska, United States
- Facts checked21 Sep 2026
Where it wins
- Centralizes matters, documents, contacts, fees, costs, and research notes
- Supports conflict searches, document assembly, calendaring, and workflow automation
- Connects with Tabs3 Billing, Tabs3 Trust Accounting, Outlook, and NetDocuments
Where it doesn't
- Does not provide three-way trust reconciliation
- Does not provide bank reconciliation or trust compliance reports
- Trust-accounting functions require the separate Tabs3 Trust Accounting module
Our verdict on PracticeMaster
PracticeMaster is legal practice-management software for firms that need a shared electronic case file and visibility across matters. It organizes client profiles, contacts, documents, appointments, fees, costs, emails, and research notes. Calendaring, conflict-of-interest searching, document assembly, time tracking, workflow automation, and user- and field-level permissions extend its scope beyond basic matter records. For firms seeking matter-management visibility alongside trust-account status, it is a focused fit.
The published plans show two monthly options. PracticeMaster OnSite add-on costs $32 per user per month, while PracticeMaster Cloud add-on costs $35 per user per month. Both plans include centralized matter management, document management and automation, calendaring, conflict checking, and Tabs3 CRM add-on support. A 10-day free trial is available, and the product runs on the web. Integrations include Outlook, Tabs3 Billing, Tabs3 Trust Accounting, HotDocs, WordPerfect, CalendarRules, iManage, NetDocuments, Adobe, and PaperPort, supporting firms with established legal-document, billing, and productivity workflows.
For trust-account work, PracticeMaster displays trust-account status through Matter Manager and connects with Tabs3 Trust Accounting. The product description places dedicated trust-accounting functions in that separate module rather than in PracticeMaster itself. Firms that primarily need client, matter, document, scheduling, conflict, and billing coordination should find the scope aligned with those tasks. Firms selecting software for three-way reconciliation, bank reconciliation, trust ledgers, or trust compliance reporting should choose a dedicated trust-accounting product or the separate Tabs3 Trust Accounting module instead.
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PracticeMaster pricing
All 2 PracticeMaster plans and prices →
PracticeMaster fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Three-way reconciliation | No |
| Trust ledger types | Not verified |
| Bank reconciliation | No |
| Disbursement approvals | Not verified |
| Compliance reports | No |
| Matter limit | Not verified |
| Free trial | 10 days |
| Deployment | Cloud, Self-hosted |
| Platforms | Web |
| Support | Email, Phone, Docs |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 15 integrations: Outlook, Tabs3 Billing, Tabs3 Trust Accounting, HotDocs, WordPerfect, CalendarRules … See all → |
| Pricing | 10-day trial (source) |
| Website | tabs3.com |
| Facts checked | 21 Sep 2026 |
PracticeMaster integrations
PracticeMaster lists 15 integrations on its own site.
- Outlook
- Tabs3 Billing
- Tabs3 Trust Accounting
- HotDocs
- WordPerfect
- CalendarRules
- LexShare
- iManage
- CyberlinkASP
- Uptime Legal
- Adobe
- PaperPort
- Ricoh ScanSnap iX1600
- Trumpet Symphony OCR
- NetDocuments
See all PracticeMaster integrations →
Alternatives to PracticeMaster
- MatterXA Microsoft-native legal finance platform with deep trust-accounting controls.8.8
- MyCase Legal AccountingA mobile trust accounting add-on with reconciliation, compliance safeguards, and firm reporting.8.7
- Clio AccountingA focused accounting option for Clio firms managing trust and operating accounts.8.6
See all PracticeMaster alternatives →
Also Ranked In
PracticeMaster is ranked in 3 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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