Document Management

TimeSolv has a native document management feature within the application hosted on the same servers as our billing and timekeeping data. Firms can use our software as a hub for managing their client’s files, bills and reports. To create and manage your documents within the application: Select Documents under the Read more

NetDocuments Integration

With an integration to TimeSolv, files and emails stored for your clients and matters in NetDocuments will automatically be accessible within TimeSolv, allowing your firm to use our system as your hub for client and matter management.   Select Settings under the Documents tab.   Click on Configure NetDocuments.   Select Read more

Dropbox Integration

Dropbox is an incredibly popular document management application that allows law firms to share files within the office as well to their clients. With an integration to TimeSolv, you can now access your Dropbox files within TimeSolv and folders for your new clients and matters are automatically generated in Dropbox Read more

TimeCard Categories

Click to create a customized TimeCard Category. Specify the Label for the TimeCard Category, and click on ‘New TimeCard Category‘: This will open a new window to specify the Name and Description: After you click Save, your new TimeCard Category will be visible under the Time Entry tab: Note: In Read more

Staff Member Groups

Follow the steps create staff member groups: Select Settings link under the Account tab.   Select Staff Member Groups tab.   Click on the New Staff Member Group button.   Type in a Name for the new Staff Member Group.   Type in a Description for the new Staff Member Group.   Read more

Additional Contacts

Follow the steps create additional contacts for your firm account: Select Our Account link under the Account tab.   Select Additional Contacts tab.   Click on the New Contact button.   Enter in valid details for the new contact, including name, numbers, and address. Click on Save when complete.

Initial Training

TimeSolv provides free one-on-one hands on training from one of our billing experts to ensure you get started on the right foot with our system. Taking the time now to properly learn TimeSolv can save a ton of time down the road. Agenda (Duration 60 minutes) We’ll learn your requirements Read more

How to Attach Receipts to Expense Entries

Video: How to Attach Receipts to Expense Entries   Select Expense Entry under the Expense tab.   After either filling in the relevant details for a new expense entry (see here) or whilst editing an existing expense entry (see here), select the receipt image file and upload.   Click Save Read more

Dashboard: Logics and Calculations of Graphs

Saturday and Sunday are considered to be holidays so these should not be included in the calculation. If there is some full day holiday is entered then it should not be included in the calculation Target Hours per Day are calculated by dividing Annual Target Hours by Working Days in Read more

Dashboard Overview

Dashboard is basically a graphical representation of hours, amount and billing rate for the whole year. Dashboard is visible to both admin and non-admin users. Admin users have more rights than non-admin users. Firm admin can view dashboard of any non-admin user in that firm. Dashboard feature can be enabled Read more

Invoices of project

All invoices of a project afe displaying under the Invoices tab in matter/project details.   Select Clients & Matters/Projects under the Clients tab.   Select the specific Matter/Project.   Click on the Invoices tab to view invoices for this particular matter/project. User can view total amount and remaining balance for invoices. A Read more

Project Budget

In project budget, user can view and set hours, fees, expenses and bill and can limit them from exceeding.   Clients and project > Project details > Budget