Copy a Matter Field to a Contact Automatically

You may find it a time-saver to have one or more Matter fields appear in a client's Contact record. Field Matching in Time Matters allows this.

This PDF file shows you step-by-step how to match the fields and cause the automatic copying:

Time Matters - Copy a Matter Field to a Contact Automatically.PDF

Time Matters - Add a New User

When a new person joins your firm, Time Matters can streamline the process of adding them into the program. You can use templates and saved settings to avoid having to click, click, click endlessly to set them up.

This PDF file, TM - Add a New User.PDF, illustrates the time-saving steps for adding a new user.

AutoEntry Forms for Documents

AutoEntry Forms are one of my favorite Time Matters features. This updated post links to a PDF with a one-screen, heavily annotated screenshot showing how to create an AutoEntry Form for Documents.

AutoEntry Forms save time for new documents by:

• Assigning Classification Codes

• Saving them in the correct folders

• Optionally using a Document Template such as Letterhead or Pleadings

• Optionally filling in variables such as Regarding Line and File Number

• Optionally insert the Signer's Name and Title

This .PDF file, Time Matters AutoEntry Forms for Documents.pdf, shows you in illustrated steps how to create an AutoEntry Form for profiling and saving your documents in a well-organized manner.

In order to automate the saving of new documents into the correct folders, you need to configure Document AutoNaming covered in other posts and the Time Matters documentation.