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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 952.922.1727www.activepractice.comwww.activepractice.com.

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Presentation on theme: "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 952.922.1727www.activepractice.comwww.activepractice.com."— Presentation transcript:

1 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 www.activepractice.comwww.activepractice.com

2 Top Features You Should Use in Time Matters | 2 Presenter Wells 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 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

3 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!

4 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

5 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

6 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

7 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 |

8 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

9 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 /no /nodocs  Windows Task Scheduler

10 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:  C:\Program Files\LexisNexis\Time Matters 11\ tmwe.exe /backup /no /nodocs  Windows Task Scheduler

11 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

12 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:

13 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

14 Top Features You Should Use in Time Matters | 14 Search in TM Find Clients Lookup Matter information Find linked records Streamlined for mobile devices

15 Top Features You Should Use in Time Matters | 15 Pull Up Details Find and dial phone numbers Send s to TM Contacts See Related Contacts Open Related Records

16 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

17 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

18 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

19 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 ( address with Remember Me option) and secure password

20 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

21 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  Time Matters Webinars Presented by Wells H. Anderson 2nd Friday each month – next: May 13 Register at:

22 Top Features You Should Use in Time Matters | 22 Backing Up Time Matters Data and Docs Questions & Answers

23 Top Features You Should Use in Time Matters | 23 Contact Information Active Practice LLC Active Online Backup Wells H. Anderson, J.D., CIC


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