Contact Duplicate Check
/Check for an existing duplicate contact when adding a new contact. Check a box in User Level Setup to enable this automatic check.
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Fee Agreement Form
/You can reduce non-billable time by automating frequently-used documents. A good place to start is your Fee Agreement form or Engagement Agreement form. You may want to use our free, downloadable Fee Agreement form as a source of some terms for your form or as a draft for creating your form.
Read MoreToo Many Records on Matter Sublists?
/Upgrading to a new Service Pack or version of Time Matters can cause the display settings for records that appear on the sublists of Matters to change. The result can be that too many records appear on the tabs (sublists) of Matter Forms. Here is how to fix the setting.
Client Intake Form
/With Time Matters you can set up an electronic Client Intake Form. This form highlights the information that should be filled in if you have it. It puts your entries into the new client's Contact record. The process also produces a traditional, completed Client Intake Form as a word processing document.
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