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2009 Practice Management Annual Conference Leveraging the Latest New Features What's New: Time Matters 2009 Practice Management Annual Conference Leveraging the Latest New Features What's New: Time Matters Robert Gray, CIC Matters in Motion, Inc. [email protected] com

2009 Practice Management Annual Conference Bio: Robert Gray • 1980 – Began technology career 2009 Practice Management Annual Conference Bio: Robert Gray • 1980 – Began technology career as a technician, then programmer and consultant • 1997 – Launched Gray. Lint Enterprises, Inc. with partner Scot Linton • 1998 – Became Time Matters CIC (Certified Independent Consultant) serving clients across the US • 2005 – Released Case. WORTH PI Settlement Calculator software (add on for Time Matters) • 2009 – Launched Matters in Motion, Inc. continuing CIC consulting with a new focus on custom software add-ons for Time Matters

2009 Practice Management Annual Conference Objectives • Learn about the latest enhancements in the 2009 Practice Management Annual Conference Objectives • Learn about the latest enhancements in the new version 10 release of Time Matters & LNTPA • See why v 10 will be the best Time Matters ever – really… • See some cool demos • Discuss exciting new plans and possible directions

2009 Practice Management Annual Conference Presentation Logistics • This presentation & demo videos will 2009 Practice Management Annual Conference Presentation Logistics • This presentation & demo videos will be posted to www. mattersinmotion. com • Email me: [email protected] com • Questions – Q&A at the end – please. • Meet me at my Lexpo table in the back of this room

2009 Practice Management Annual Conference Terms • TM – Time Matters/Lexis. Nexis Total Practice 2009 Practice Management Annual Conference Terms • TM – Time Matters/Lexis. Nexis Total Practice Advantage • Pro – “Time Matters Professional” • SQL – Pronounced “Sequel”. “Structured Query Language” SQL is a modern, fast and reliable system for your TM information. • CIC – “Certified Independent Consultant” We study, test and are certified by Lexis. Nexis as experts so we can help you get the most value out of their software products. • “user interface” –The part of a program the user sees and interacts with. Simply, it is the screens, tabs, fields, buttons and so on that you “interface” with when you use the program.

2009 Practice Management Annual Conference Why should you upgrade to v 10? • Survey… 2009 Practice Management Annual Conference Why should you upgrade to v 10? • Survey… • Version 10 is NOT about a bunch of new features. • There are only 7 “New Features” in v 10. • Stability. • Version 10 primary focus is fixing “annoying reported issues”. You know – bugs… • Continued commitment to fixing reported issues in the future. LN says “ 30% of future development resources will be focused on resolving open issues. ”

2009 Practice Management Annual Conference v 10 – Ding dong the ‘Pro’ is dead! 2009 Practice Management Annual Conference v 10 – Ding dong the ‘Pro’ is dead! • The Pro database is old technology. • Remember your vintage 1988 PC? Wish you could go back? • I have TM Pro now. What is going to happen to me?

2009 Practice Management Annual Conference Pro vs. v 10 SQL Database • Industry standard 2009 Practice Management Annual Conference Pro vs. v 10 SQL Database • Industry standard • Pro user limits used by millions of businesses • Pro Database speed • SQL is faster & more • Pro Database corruption powerful TM Pro e Tim rs • Perfect network reliable • SQL is more te t Ma QL connectivity is crucial S 10 • I’ve never seen a TM v Enterprise (SQL) corrupted

2009 Practice Management Annual Conference Why did LN wait till v 10 to make 2009 Practice Management Annual Conference Why did LN wait till v 10 to make this change? • Maybe some of you are a little irritated with Lexis. Nexis over Pro. • Even though this new path is better for everyone, some will complain. • It's difficult to commit to such a course change, even if clients are better off for it. • “Why isn’t this version 9 Service Release 4? ”

2009 Practice Management Annual Conference How does v 10 help me if I already 2009 Practice Management Annual Conference How does v 10 help me if I already have TM Enterprise? • Take the chains off the LN developers • Opens the door to many new outside innovations

2009 Practice Management Annual Conference New Enhanced Power Views • What is a Power 2009 Practice Management Annual Conference New Enhanced Power Views • What is a Power View? • Demo – TM Power Views (Old & New) • What the Future holds for Power Views

2009 Practice Management Annual Conference Desktop Extensions “Great Taste… Less filling!” • Desktop Extensions 2009 Practice Management Annual Conference Desktop Extensions “Great Taste… Less filling!” • Desktop Extensions are a great example of v 10 unchaining the developers • “Time Matters Lite” vs. Experts in a Hurry • Demo – Desktop Extensions

2009 Practice Management Annual Conference Over the Air Sync for your i. Phone – 2009 Practice Management Annual Conference Over the Air Sync for your i. Phone – Finally! • Palm Pre Manual Sync: Time Matters ↔ Outlook ↔ i. Tunes ↔ i. Phone ↔ i. Tunes ↔ Outlook ↔ Time Matters = YIKES! Version 10 gives everyone wireless push synchronization without the headaches • Blackberry • • i. Phone Windows Mobile Smart phone sync has always been possible, but it's a pain in the neck. TM Exchange Sync Tool + MS Exchange = Wireless Magic • MS Small Business Server (SBS) • Or pay a reasonable monthly fee for a hosted Exchange account • Not just for the i. Phone

2009 Practice Management Annual Conference More Power for the Outlook Link OK, the lightning 2009 Practice Management Annual Conference More Power for the Outlook Link OK, the lightning bolts are a little over sell… But this is a useful feature.

2009 Practice Management Annual Conference Merge Template Organization • What is a Merge Template? 2009 Practice Management Annual Conference Merge Template Organization • What is a Merge Template? • Are you talking about the Formattable Clipboard? • So what is the new feature?

2009 Practice Management Annual Conference • Do you backup your data every day? Do 2009 Practice Management Annual Conference • Do you backup your data every day? Do you really? ? • Who would be in trouble if your phone rang right now? • “I think our data is on this tape…” …It wasn’t! • v 10 includes automated backup – ask your CIC for setup help • But, you still need a complete backup plan… Auto Backup

2009 Practice Management Annual Conference Backup Plan Your backup plan must include 4 things: 2009 Practice Management Annual Conference Backup Plan Your backup plan must include 4 things: 1. Hold someone accountable every day. 2. Test at least once a month to be sure you can read your backup data. 3. Keep an on-site backup and take another backup off-site. 4. Do not use tape! Use portable hard drives. Consider web-based backup as a 3 rd level of protection. See Wells Anderson’s www. activeonlinebackup. com Email me for a copy of our plan: [email protected] com

2009 Practice Management Annual Conference Why upgrade from Pro? If you currently have Professional: 2009 Practice Management Annual Conference Why upgrade from Pro? If you currently have Professional: • SQL is honestly reason enough to switch • Lexis’ new commitment to stability • A small but valuable set of new features • Don’t get left behind!

2009 Practice Management Annual Conference Why upgrade from Enterprise? If you currently have Enterprise: 2009 Practice Management Annual Conference Why upgrade from Enterprise? If you currently have Enterprise: • A small but valuable set of new features • Lexis’ commitment to stability • Why should I pay for an upgrade?

2009 Practice Management Annual Conference Q&A • I’ll post these presentation materials on the 2009 Practice Management Annual Conference Q&A • I’ll post these presentation materials on the Resources page of www. mattersininmotion. com • Or come by our Lexpo table to see demos or just chat. • Please feel free to email me for more info: [email protected] com • Ask away…

2009 Practice Management Annual Conference Our Add-On Software Products for Time Matters TMWeb. Views 2009 Practice Management Annual Conference Our Add-On Software Products for Time Matters TMWeb. Views Share your TM Power Views on the web Matter. FX Keep your finger on the pulse of your firm – from your Inbox Case. WORTH Personal Injury Damage/Expense Management & Settlement Calculator for Time Matters TMJustice Example of a custom web portal for Time Matters Visit www. mattersinmotion. com to learn more…