Top Features You Should Use in Time Matters

Top Features You Should Use in Time Matters Wells H. Anderson, J. D. , CIC Active Practice LLC 952. 922. 1727 www. activepractice. com Top Features You Should Use in Time Matters | 1

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 www. activepractice. com 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 • Techno. Lawyer Award Top Features You Should Use in Time Matters | 2

What You Will Learn § § § Deadline Reminders and Alerts User defined records Automatic backup feature Advanced Search TM Mobility: Your information anywhere, live! Top Features You Should Use in Time Matters | 3

Deadline Reminders and Alerts § Event Records § Use colors for their Classification Codes § Add pop-up Alarms § Add Alerts sparingly § Use Auto. Entry Forms § Alerts § Available on all dated records § Alarms § Events and To. Do’s Only Top Features You Should Use in Time Matters | 4

Deadline Reminders and Alerts § To. Do 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 Auto. Entry Forms Top Features You Should Use in Time Matters | 5

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 Top Features You Should Use in Time Matters | 6

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 | Top Features You Should Use in Time Matters | 7

Automatic Backup of Time Matters § § § Your main hard drive backup is not enough You need. BAK files (MS SQL Server) Backup should be automatic TM 10 and TM 11 have Automatic Backup You need to set it up 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 TM 10 and TM 11 have Automatic Backup You need to set it up or buy TM Auto. Backup C: Program FilesLexis. NexisTime Matters 11 tmwe. exe /backup /noemail /nodocs § Windows Task Scheduler Top Features You Should Use in Time Matters | 9

Automatic Backup of Time Matters § § § Main hard drive backup is not enough You need. BAK files (MS SQL Server) Backups should be automatic TM 10 and TM 11 have Automatic Backup Set it up or buy TM Auto. Backup § Available at: www. activepractice. com/products § C: Program FilesLexis. NexisTime Matters 11 tmwe. exe /backup /noemail /nodocs § Windows Task Scheduler Top Features You Should Use in Time Matters | 10

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 Top Features You Should Use in Time Matters | 11

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: www. activepractice. com Top Features You Should Use in Time Matters | 12

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 Top Features You Should Use in Time Matters | 13

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

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

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 Top Features You Should Use in Time Matters | 16

Two-Way Access • No synchronization – real-time read and write • Enter info directly into Time Matters • Update Contact information, Matters • Enter detailed Billing descriptions Top Features You Should Use in Time Matters | 17

Works with Most Mobiles • Successfully tested with major mobile phones • Works with i. Pads, i. Phones, Droids, Black. Berrys, more • Access to TM information with any Web browser: – – MS Internet Explorer Fire. Fox Google Chrome Apple Safari Top Features You Should Use in Time Matters | 18

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 (e-mail address with Remember Me option) and secure password Top Features You Should Use in Time Matters | 19

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 Top Features You Should Use in Time Matters | 20

Time Matters Resources ØActive Practice Web Site Articles, tips, mailing list for white papers Step-by-Step Guides for Time Matters www. activepractice. com ØTime Matters Webinars Presented by Wells H. Anderson 2 nd Friday each month – next: May 13 Register at: www. activepractice. com Top Features You Should Use in Time Matters | 21

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

Contact Information Active Practice LLC http: //www. activepractice. com 800. 575. 0007 Active Online Backup http: //www. activeonlinebackup. com 888. 922. 1120 Wells H. Anderson, J. D. , CIC wa@activepractice. com Top Features You Should Use in Time Matters | 23