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

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

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

Document Automation

Step One: Create Document Template Firstly, click on Settings under the Documents tab.   Click on Merge Fields tab.   A list of available merge fields will appear. The Group column lists the type of merge field group, i.e. Client, Matter, User, and Date. The Field Name column lists the text you will copy and paste into Read more