Top Features You Should Use in Time Matters | 1 Top Features You Should Use in Time Matters Wells H. Anderson, J.D., CIC Active Practice LLC 952.922.1727 www.activepractice.com
Top Features You Should Use in Time Matters | 1 Top Features You Should Use in Time Matters Wells H. Anderson, J.D., CIC Active Practice LLC 952.922.1727.
Mar 31, 2015
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Top Features You Should Use in Time Matters | 1
Top Features You Should Usein Time Matters
Wells H. Anderson, J.D., CIC
Active Practice LLC
952.922.1727 www.activepractice.com
Top Features You Should Use in Time Matters | 2
PresenterWells H. Anderson, J.D., CIC
• Time Matters Consultant• Certified Independent Consultant since 1997• Focus on small law offices and solos in US and Canada• Works remotely to tailor Time Matters to your practice• Full set of free resources at www.activepractice.com • Free monthly Webinars on Time Matters – next: May 13
• Active Online Backup - Founder• Backup service designed for small law offices• Runs every 5 min., super secure
• Legal Technology Consultant of the Year – 2000• TechnoLawyer Award
Top Features You Should Use in Time Matters | 3
What You Will Learn
Deadline Reminders and Alerts User defined records Automatic backup feature Advanced Search TM Mobility: Your information anywhere, live!
Top Features You Should Use in Time Matters | 4
Deadline Reminders and Alerts Event Records
Use colors for their Classification Codes Add pop-up Alarms Add Alerts sparingly Use AutoEntry Forms
Alerts Available on all dated records
Alarms Events and ToDo’s Only
Top Features You Should Use in Time Matters | 5
Deadline Reminders and Alerts ToDo Records
Better suited to Getting Things Done But you need to use them daily! Easy to get overwhelmed Use colors for their Classification Codes Add pop-up Alarms Use AutoEntry Forms
Top Features You Should Use in Time Matters | 6
User Defined Records Your own database within Time Matters
You define the Form Information appears in Lists and Forms
Examples: Client Assets Investment Accounts and Balances “Actor” Records: Relate People to Matters Marketing Projects
Appear in Main Menu, on other Forms
Top Features You Should Use in Time Matters | 7
User Defined Records
How to Create: Go to: Program Level Setup | List Add User Defined Form Choose Date or Contact type Customize the fields of the User Defined Form Add Classification Code(s):
Main Menu | Setup |
Top Features You Should Use in Time Matters | 8
Automatic Backup of Time Matters
Your main hard drive backup is not enough You need .BAK files (MS SQL Server) Backup should be automatic TM10 and TM11 have Automatic Backup You need to set it up
Top Features You Should Use in Time Matters | 9
Automatic Backup of Time Matters
Your main hard drive backup is not enough You need .BAK files (MS SQL Server) Backup should be automatic TM10 and TM11 have Automatic Backup You need to set it up or buy TM AutoBackup C:\Program Files\LexisNexis\Time Matters 11\
tmwe.exe /backup /noemail /nodocs Windows Task Scheduler
Top Features You Should Use in Time Matters | 10
Automatic Backup of Time Matters
Main hard drive backup is not enough You need .BAK files (MS SQL Server) Backups should be automatic TM10 and TM11 have Automatic Backup Set it up or buy TM AutoBackup
Available at: www.activepractice.com/products
C:\Program Files\LexisNexis\Time Matters 11\ tmwe.exe /backup /noemail /nodocs
Windows Task Scheduler
Top Features You Should Use in Time Matters | 11
Advanced Search
TM has many Search features: Advanced, Combined, Global, Document & more
Advanced Search: Main Menu | Search | Advanced Search
Search Contact List, Matter List, Events… Start with a Combined Search Click on Advanced Search to refine it Great for filtering lists
Top Features You Should Use in Time Matters | 12
More Search Features
Global Search (“Google for Time Matters”) Search box, or Main Menu | Search | Global Search Great for Conflicts of Interest
Document Search Main Menu | Search | Document Search First, set up Document Indexer:
Main Menu | File | Utilities | Doc Management | Doc Indexer
See: www.activepractice.com
Top Features You Should Use in Time Matters | 13
TM Mobility
• The power to practice anywhere
• Instant, real-time access to information in Time Matters
• Works on almost any device with a Web browser
Top Features You Should Use in Time Matters | 14
Search in TM
• Find Clients
• Lookup Matter information
• Find linked records
• Streamlined for mobile devices
Top Features You Should Use in Time Matters | 15
Pull Up Details
• Find and dial phone numbers
• Send E-mails to TM Contacts
• See Related Contacts
• Open Related Records
Top Features You Should Use in Time Matters | 16
Get Paid More!
• Enter Time Records• Billing Buttons in the
Places You Need Them• Convert Down-Time
into Billable Hours• Works with:
– PCLaw– Billing Matters– TMBills– Timeslips
Top Features You Should Use in Time Matters | 17
Two-Way Access
• No synchronization – real-time read and write
• Enter info directly into Time Matters
• Update Contact information, Matters
• Enter detailed Billing descriptions
Top Features You Should Use in Time Matters | 18
Works with Most Mobiles
• Successfully tested with major mobile phones• Works with iPads, iPhones, Droids, BlackBerrys,
more• Access to TM information with any Web
browser:– MS Internet Explorer– FireFox– Google Chrome– Apple Safari
Top Features You Should Use in Time Matters | 19
Super Security
• Your Time Matters information is not in the Cloud
• No data is stored on your mobile device• Encrypted information streams back and forth
through an encrypted HTTPS secured tunnel• Choose which Time Matters users have access• Access via username (e-mail address with
Remember Me option) and secure password
Top Features You Should Use in Time Matters | 20
Simple Setup – No Maintenance
• Configure users in your Time Matters database• Setup once on one PC to provide access• Users login to a secure Webpage• No synchronization• No updating• Annual Maintenance Plan covers TM Mobility
service
Top Features You Should Use in Time Matters | 21
Time Matters Resources
Active Practice Web Site
Articles, tips, mailing list for white papers
Step-by-Step Guides for Time Matters
www.activepractice.com
Time Matters Webinars
Presented by Wells H. Anderson
2nd Friday each month – next: May 13
Register at: www.activepractice.com
Top Features You Should Use in Time Matters | 22
Backing Up Time Matters Data and Docs
Questions & Answers
Top Features You Should Use in Time Matters | 23
Contact Information
Active Practice LLChttp://www.activepractice.com 800.575.0007
Active Online Backuphttp://www.activeonlinebackup.com 888.922.1120
Wells H. Anderson, J.D., CIC
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