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.   Click Save.   If you have 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

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

Client – Trust

Purpose & Benefit: You can set up client level Trust account settings. Trust accounting is a unique complication for law firms and there are severe penalties if not done right. TimeSolv allows you to manage your Trust payments easily and quickly. You can also auto-pay invoices from your Trust account as Read more

Matter/Project Budget

Purpose & Benefit: You can contain costs while focusing on strategic roles to transform the budget into an investment through a good budgeting tool. Budgeting also means you can make a risk assessment for individual Matters/Projects. In matter/project budget, users can view and set hours, fees, expenses and invoices, and Read more

Matter/Project – 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

Project – Assignments

You can assign Timekeepers to specific Matters/Projects so that they cannot see all the other Matters/Projects for your firm. Follow the steps to restrict their access: Select Staff under the Account tab (Note: you may see the term Professionals rather than Staff here, depending on the type of TimeSolv account you Read more

Matter/Project – 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