1. Top Features You Should Use in Time Matters
Wells H. Anderson, J.D., CIC
Active Practice LLC

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. What You Will Learn Deadline Reminders and Alerts User defined records
Automatic backup feature
Advanced Search
TM Mobility: Your information anywhere, live!

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. 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. User Defined Records Your own database within Time Matters Examples:
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. 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. 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. 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. 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. Advanced Search TM has many Search features: Advanced Search:
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. 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. 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. Search in TM Find Clients Lookup Matter information
Find linked records
Streamlined for mobile devices

15. Pull Up Details Find and dial phone numbers
Send s to TM Contacts
See Related Contacts
Open Related Records

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. 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. 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. 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. 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. 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. Backing Up Time Matters Data and Docs
Questions & Answers

23. Contact Information
Active Practice LLC
Active Online Backup
Wells H. Anderson, J.D., CIC