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With Time Matters, you can modify and existing document so that it becomes a Time Matters Merge Template. You can reuse a Merge Template to create finished documents for new clients or as a starting point for tailoring documents to their needs.
The .PDF file, TM Merge Template from Existing Document, shows you step-by-step how to automate a Microsoft Word document so that you can instantly merge client information into a Merge Template.
Sometimes it is necessary to delete a Matter, but not often. Typically it is best to archive a Matter rather than to delete it. Archiving places the Matter in an Archive List accessible from the File drop-down on the Time Matters Main Menu.
This PDF guide, Archiving and Deleting Matters, explains how to protect against deletion of Matters and how to empower staff to delete and archive them.
If you have saved a number of documents to the wrong folder using Time Matters, you can correct the folder and the Time Matters Document records using one of these three methods.
Read MoreUsing a flowcharts to diagram an internal procedures delivers these key advantages: …
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Is this you? Just scratching the surface of your law office software? Want to be more organized, more efficient? We can assist you with getting much more out of law practice management software. Using Time Matters? We have 20+ years of experience customizing it. Want legal cloud apps? We know them well.
You can rely on the advice and information we give you. You benefit from our broad knowledge and deep experience with law practice management applications.
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Flowcharts can be incredibly effective at creating, streamlining and tweaking the series of steps needed to serve clients and run a law office. Here is an example…
Use an online scheduling tool that simplifies the process of setting up appointments and meetings.
Want to search through a ton of old electronic documents? Two free searching utilities are what you need.
