Create a New Client

Purpose & Benefit: Your client database is an invaluable tool for any business. These details help you follow up on new leads, easily generate repeat business with multiple Matters/Projects under the same client, and find information about your current and previous clients quickly and easily. Video: To create a new client: Click on Read more

Client Settings – General

Purpose & Benefit: Your client database is an invaluable tool for any business. These details help you follow up on new leads, easily generate repeat business with multiple Matters/Projects under the same client, and find information about your current and previous clients quickly and easily. To define client settings: Click on the Settings Read more

Client – Invoice Settings

Purpose & Benefit: Every minute spent working on an invoice means one less minute of billable time. With Timesolv, not only will you get your bills out faster, with our flexible templates clients will never have to question an invoice again. Send bills anyway your client wants, in the mail, Read more

Create and Edit Global Rates

Purpose & Benefit: The advantage of using Global Rates is that you only have to key in these rates once, to have them saved in the system ready to use as you please. For example, if you have a discounted rate, you can create a global rate by the name of Read more

Consolidate/Combine Multiple Matters for Invoicing

Purpose & Benefit: The luxury of merging multiple Matters/Projects onto one single invoice means you save time and costs. That’s why TimeSolv allows for you to consolidate your invoices so that you can enjoy the benefits of not only increasing your billing efficiency but also streamlining invoice tracking and delivery logistics. So Read more

Searching for Clients

Purpose & Benefit: Your client database is an invaluable tool for any business. These details help you follow up on new leads, easily generate repeat business with multiple Matters/Projects under the same client, and find information about your current and previous clients quickly and easily. Many times you want to find Clients for Read more

Delete a Client

Purpose & Benefit: Clients come and go in all types of business, and you need to keep your database updated, or you could end up wasting time trying to reach people who you no longer serve. Another good reason for regularly cleaning your data includes deleting duplicate records.   Note: Clients Read more

Update Client Information

Purpose & Benefit: Client data deteriorates rapidly. If you fail to keep information updated, you could be wasting time trying to reach people whose details have changed. Another good reason for regularly cleaning your data includes deleting duplicate records and ensuring spellings are correct.   To update information for a client: Read more

Client – Contacts

Purpose & Benefit: Communication is a key responsibility in an attorney-client relationship. In order to achieve that effectively, you need to have your contacts up to speed. The various types of contacts have a hierarchical system in TimeSolv when creating invoices. It is important our users understand the best location to Read more

Client – Invoice Narratives

Purpose & Benefit: So let’s be honest. Creating the language that appears on client invoices is not exactly scintillating work. However, it is a necessary burden that can affect how a client perceives you and your firm. So you’ll want to make sure the narratives on your invoices are consistent and clear Read more

Client – Notes

Purpose & Benefit: Attorneys should keep notes under the Client if there is any information that can later serve as part of the case with the understanding that these notes might be discoverable when needed. VIDEO: Any client specific notes can be added here: Select Clients & Matters under the Clients tab, and select the name of Read more

Client & Matter Account Groups

Purpose & Benefit: In TimeSolv, your clients can be classified into various account groups. The payment and account groups are only used for syncing with Account Edge.   VIDEO: To create/edit/delete a Bill and Payment account group: Click on the Settings link under Clients tab.   Click on Account Groups Read more

Conflict Search

Purpose & Benefit:  Conflicts search enables firms to track related parties and their relationship to clients and matters. For example, there is a client named Dr. Joe Smith. When entering Joe’s information into the database, you will first define attributes such as his contact information and his title such as Doctor. Read more

Taxes

Purpose & Benefit: Depending on where you have your practice you may have to add tax for either your time or expenses when generating invoices each month. With TimeSolv, you can set the taxable status of every client for both time and expenses. The following sections describe how to change and Read more