Knowledge base

Menu Bar (2)

Overview (5)

• Menu Bar
• Restore Main Menu
• Restore Previous Session

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File Menu (2)

• File Menu Overview
• Change Your Password

New Client Enquiries (1)

Overview (3)

• New Client Enquiries
• Adding New Client Enquiry
• Add an existing attribute to a New Client Enquiry

Client & Matter (5)

Overview - Client & Matter (21)

• Add a Bring Up to an entity
• Add a Matter with Non-chargeable Fees and Chargeable Disbursements
• Associated Data Exists - Please detach

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Enquiry - Client and Matter (6)

• Enquiry - Client and Matter
• Finding Old Matter Numbers
• Reset Matter Number Sequence

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Matter and Resource Value Reporting (2)

• How the Profitability figure is calculated on the Author Performance report
• Print New Matters List

Matter Costing (4)

• Actual Cost on matters appears too low
• Bulk Load Time Cost Transactions and File Notes
• Closing/Archiving a Matter

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Searching in LawMaster (8)

• Advanced Searching in LawMaster
• Document Searching with Elasticsearch
• A to Z Guide to Searching in LawMaster

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Payroll (3)

Single Touch Payroll Phase 1 (3)

• STP - Preliminary Steps
• STP - Turning on and using Single Touch Payroll
• STP - Help Files

Single Touch Payroll Phase 2 (3)

• Single Touch Payroll Phase 2
• STP Phase 2 - Preliminary Checks
• STP - ATO Guidelines

Payroll (27)

• LawMaster and JobKeeper Payments
• JobKeeper Extension
• LawMaster and JobMaker Hiring Credits

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Records Management (Folios, Deeds etc) (5)

Folios (Documents) (24)

• Adding documents/emails to multiple Matters
• Adding Information Type tabs to Folios
• Document Properties – Folio ID and Version Details in Word Folios

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Deeds (1)

• Adding a Deed Record for an Entity

File Referrals (5)

• Adding a File Referral
• How to see which matters have been referred by a particular person over a given period
• Searching for File Referral Record

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Cabinets (11)

• Cabinets
• Adding a Cabinet Item
• Adding an Item to a Cabinet

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Forms (1)

• Saving Forms

Accounting (6)

Accounts Payable (14)

• Accounts Payable
• Inputting Payment Voucher
• Allocating Voucher

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Accounts Receivable (12)

• Credit Notes and Discounts
• How to enter a receipt including credit card surcharge
• Inputting Cash Receipts

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Bank Reconciliation (8)

• Manual Bank Reconciliation
• Bank Reconciliation - Manual Input
• End of Month Bank Reconciliation - Date Selection and Inputting Adjustments

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Trust Accounting (12)

• EFT Trust Transfers
• Electronic Payment method (X,E,D) from Trust requires client bank account details
• Reverse a trust receipt

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General Accounting (27)

• Add a new Office (General/Credit Card) Bank Account
• Adding a Work Unit
• Asset Depreciation Journal Input

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End of Month Processing (2)

• End of Month Reports
• End of Month Roll

Billing (1)

Lawmaster Billing (21)

• Add/Modify Accrued Interest Percentage
• Raising a Bill
• Add interest to an invoice

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Resource Budgeting / Performance Reporting (1)

Overview (4)

• Author Performance - Full Time Resource
• Resource Performance Targets are not Updating
• Author Performance - Part Time Resource

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Workflow Development and Document Automation (1)

Overview (14)

• Add a new document template
• Adding a Merge Field to an Existing Template in LawMaster
• Adding Document Properties - Folio ID and Version details in Word folios

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System Admin (4)

How to Upgrade (3)

• Upgrade the Server Software
• Upgrade the Application Software
• Test the Upgrade

Integrated Search Providers (4)

• Global X
• Infotrack
• Integrated Search Providers

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Overview (46)

• Error message when starting LawMaster: 'Unable to cast COM Object....'
• Creating User Group Access to Matters (Setting up Information Barriers)
• Authorisation has been denied when trying to make changes in LawMaster

View all 46

LawMaster SMS and Calling Integrations (4)

• Setup SMS to Email from LawMaster eg) SMS Global
• TAPI 3 Phone Integration with LawMaster
• Telstra Calling for Microsoft Teams Integration

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How-to articles (1)

Overview (10)

• How to Create a New Work Type
• How to export/import Matter Attributes
• Clear Temporary Files

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Troubleshooting Articles (2)

Troubleshooting (28)

• LawMaster Outlook Add-in asking for username and password
• Failed to Merge - Call was rejected by callee
• Access to Path ... is denied

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Document Merging (6)

• Document Merging - Bookmark not defined / Not a valid filename
• Document Merging - LawMaster stops responding when trying to merge a document
• Document Merging - Failed to merge a protected document.

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Setting Up Users (1)

Overview (13)

• Setting Up Users
• How to enable Windows Authentication
• Adding Infotrack Username and Password for LawMaster users

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End of Financial Year (1)

Preparation for End of Financial Year 2024 (2)

• Preparation for End of Financial Year (EOFY 2024)
• 2024 End of Financial Year Processing Guide

Outlook / Email (1)

Overview (22)

• Outlook Add-in - How it Works - Q & A
• Delete after save - Floating File note and Drag and Drop
• Email Management from Outlook

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Management Workbench (1)

MTD and YTD Target Fees Calculation (7)

• MTD and YTD Target Fees Calculation
• MTD Charge Hours
• MTD N/C Hours

View all 7

Lawmaster Support (3)

Support Expectations (2)

• What to expect in terms of Support
• How do we help you get the best out of your investment?

Release Notes (6)

• Cuba R3
• Cuba R2
• Cuba

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User Documents (2)

• Reverse Merge - PDF Forms
• Microsoft Office Tips – Converting Word Files to .DOCX