Originators

TimeSolv allows users to add as many originating attorneys as needed against a matter so that commissions can be distributed accordingly. These can be set up under Clients>Clients & Matters>[matter name]>Originators Users can specify a commission for each of originating attorney added against a matter. Users will be able to Read more

Inactivate a Client or Matter

To inactivate either a Client or Matter, follow the steps below:   Client Click on Clients & Matters under the Clients tab.   Click on the name of the appropriate Client you wish to inactivate.   Click on Inactivate from under the Status field.   If there are any of the Read more

Reports – Clients and Matters

Purpose & Benefit: Monthly reports are valuable tools in building a successful law practice. They provide you with detailed information about your firm from a variety of financial and management perspectives. Used properly, monthly reports can help you identify what is working within your business and what needs improvement. Gain fresh insights Read more

Reports – Client Ranking

Purpose & Benefit: Monthly reports are valuable tools in building a successful law practice. They provide you with detailed information about your firm from a variety of financial and management perspectives. Used properly, monthly reports can help you identify what is working within your business and what needs improvement. Gain fresh insights Read more

Reports – Realization per Client

Purpose & Benefit: Monthly reports are valuable tools in building a successful law practice. They provide you with detailed information about your firm from a variety of financial and management perspectives. Used properly, monthly reports can help you identify what is working within your business and what needs improvement. Gain fresh insights Read more

Reports – Ledger Entries

Purpose & Benefit: Monthly reports are valuable tools in building a successful law practice. They provide you with detailed information about your firm from a variety of financial and management perspectives. Used properly, monthly reports can help you identify what is working within your business and what needs improvement. Gain fresh insights Read more

Custom Fields

Purpose & Benefit: TimeSolv has the capability of adding Custom Fields under Clients and Matters. Being able to customize fields according to your individual business needs allows you to exercise greater control and flexibility by adding information beyond basic data. These user-defined fields means you can be as creative and intuitive as Read more