PracticeMaster API
PracticeMaster is software that helps law firms organize their cases (matters), track time, manage calendars and tasks, store contact details, link emails and documents, and move work through repeatable workflows. It keeps fee earners and staff on the same page so they can run the pra
What is PracticeMaster?
PracticeMaster is a legal practice management system from Tabs3 Software. It focuses on matter-centric workflows—combining clients, contacts, calendars, tasks, timekeeping, email/document linking, and automation—to help firms deliver work efficiently. PracticeMaster pairs closely with Tabs3 Billing and Financials for time and invoice management.
Core product areas include:
- Matter Management (clients, matters, custom fields, security)
- Calendaring & Docketing (events, deadlines, rules-based schedules)
- Timekeeping & Expenses (time capture, activity codes, narratives)
- Contacts & Clients (intake, relationships, address book)
- Email/Journal & Document Linking (Outlook integration, document references)
- Workflows & Automation (templates, checklists, routing)
- Reporting & Conflicts (search across contacts, matters, and journals)
Common data entities:
- Clients & Contacts (names, roles, addresses, identifiers)
- Matters (matter number, description, practice area, responsible timekeeper, status)
- Timekeepers/Users (attorneys, paralegals, roles, permissions)
- Time Entries & Expenses (date, duration, activity code, narrative, billable flag)
- Calendar Events & Tasks (dates, attendees, reminders, matter links)
- Journal Items (emails, calls, notes) with matter linkage
- Document Links (references to files stored in DMS like iManage, NetDocuments)
- Security/Teams (access groups, confidential flags)
- Audit Events (who changed what and when)
The PracticeMaster Integration Challenge
Legal teams rely on PracticeMaster daily, but turning a desktop-first, portal-centric system into API-driven automation can be challenging:
- On-premises realities: Many firms run PracticeMaster on-prem or via terminal servers; network paths, VPNs, and update cycles complicate automation
- Coupling with billing: Time/expense data flows to Tabs3 Billing—mappings and posting states must be respected
- Identity and access: Active Directory/SSO, role-based permissions, and ethical walls require careful session handling
- Matter–DMS alignment: Matter numbers, clients, and teams must align with iManage workspace naming, security, and metadata
- Long-running jobs: Imports, large calendar updates, and document backfills need asynchronous handling with progress tracking
- Audit rigor: Every action must be traceable and idempotent with attachments and rationale for compliance
How Supergood Creates PracticeMaster APIs
Supergood reverse-engineers authenticated client and browser flows to deliver a resilient API endpoint layer for your PracticeMaster environment—purpose-built to bridge to DMS platforms like iManage.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) where enabled
- Operates in on-prem, hosted, or hybrid topologies with session continuity and automatic refresh
- Normalizes matter, contact, timekeeping, calendar, journal, and document-link objects into consistent schemas
- Aligns with firm entitlements, teams, and security to respect ethical walls and confidentiality
- Supports high-volume operations (matter imports, time capture, calendar sync) with polling or webhooks for long-running jobs
- Provides opinionated iManage mappings (workspace naming, metadata fields) with safe fallbacks and overrides
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, deployment topology (on-prem/hosted), and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened PracticeMaster adapter tailored to your workflows, iManage mappings, and firm entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as PracticeMaster evolves.
Use Cases
Matter Intake to iManage Workspace
- Create matters from intake data and automatically provision or map the corresponding iManage workspace - Sync matter metadata (client, practice area, responsible lawyer) to iManage workspace profile - Set workspace security from PracticeMaster teams and confidentiality flags
Time Capture From Document and Email Activity
- Post time entries to matters based on iManage document open/edit activity or email filing - Apply activity codes and narratives from templates with override rules - Optionally sync posted entries into Tabs3 Billing per entitlement
Docketing and Calendar Sync
- Mirror PracticeMaster calendar events into your app or Exchange/Outlook integrations - Apply court rules or internal templates and push updates back - Maintain reminders and attendee lists while honoring security
Conflict Checking & Intake Decisions
- Query clients, contacts, matters, and journal references for potential conflicts - Present conflicts to intake teams, collect waivers, and log audit trails - Create matters only when conflicts are cleared; auto-create iManage workspace on approval
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent schemas and pagination across modules (matters, contacts, time, calendar, documents)
Rate limits
Tuned for firm-grade throughput while honoring entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks; resilient to on-prem latency
Data freshness
Near real-time retrieval of matters, time entries, calendars, journals, and document links
Security
Encrypted transport, scoped tokens, and audit logging; respects PracticeMaster role-based permissions and team security
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., intake imports, calendar rule expansions, document backfills)
Latency
Sub-second responses for list/detail queries under normal load; import and backfill timings reflect underlying system behavior
Throughput
Designed for high-volume time capture and calendar synchronization across busy case teams
Reliability
Retry logic, backoff, and idempotency keys minimize duplicates and support at-least-once processing
Adaptation
Continuous monitoring for UI/data model changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows commonly used by law firms, including Matters & Clients, Contacts, Time & Expenses, Calendars/Tasks, Journals (emails, calls, notes), Document Links, and Conflict queries—subject to your licensing and entitlements. We scope coverage during the integration assessment.
We can run behind VPNs/RDP and align with your identity provider (username/password + MFA, SSO/OAuth, or AD). Sessions are refreshed automatically with secure challenge handling, and all actions are logged with audit trails and idempotency.
Yes. We can create time entries in PracticeMaster and, where permitted by your configuration and licensing, sync posted entries into Tabs3 Billing. Posting workflow and states are preserved to avoid duplicates.
We support configurable naming templates (e.g., ClientName-MatterNumber), workspace metadata mappings (practice area, responsible lawyer), and team-based security inheritance. We can create new workspaces or map to existing ones.
Yes. We can link iManage-filed emails to matters by creating PracticeMaster journal entries with references back to iManage, including sender/recipient metadata and outlook message IDs.