Getting Started

New users to TimeSolv find they are most successful with our software when they take advantage of the TimeSolv’s online training for Administrators.

However, we know a lot of users want to set up TimeSolv on their own. The following information will help you in setting up your account. This document does not cover every detail of TimeSolv but instead focuses on the most important areas of the application, in particular those that should be configured immediately after opening a TimeSolv account.

Following is what you can do to get started with TimeSolv:

1. Setup timekeepers and support users for your firm
2. Create clients. This must be done first before you can create any matters or projects
3. Create matters (TimeSolv Legal) or projects (TimeSolv Pro)
4. Create Time entries

You now have the basics in place for timekeepers to start entering and tracking their time. Next, you’ll want to set up the following:

1. Set up firm related terminology
2. Set up Global Rates for the firm users
3. Create abbreviations for time entries
4. Setup Task Codes
5. Setup Expense Codes
6. Create related parties and perform conflict search
7. Create expense entries and recurring expenses
8. Generate invoices/bills using editable Flexible Billing templates
9. Create payments
10. Generate reports to track timekeeper/client/project activities
11. Import and export data to various formats and third party softwares such as QuickBooks

Free Online Training and One Time Setup

All new customers are offered free online administrator training and a one time setup to ensure that your account is configured to meet your business needs.  Please call 651-687-0090 or 800-715-1284 to schedule online training and setup.  Admin training is divided up in two parts: initial setup and billing.  Conflicts Search training is provided as a separate session.  For users that do not require Admin training and are only going to enter their time and expenses, a self paced online training is also available.

One time setup and hands on training (1 Hr)

• Your Business Needs
• Billing Process
• User Roles
• User Interfaces
• Configuration
• Administration
• Client/Matter Creation
• Time/Expense Entry
• TimeSync – Offline Time Entry
• Best Practices

Billing (30 Min)

• Your Billing Needs
• Billing Process
• Flexible Template Setup
• Payment Allocation

Conflicts Search (20 Min)
Conflicts Search training is performed after Clients and Matters have been entered in TimeSolv Legal.

• Related Parties
• Relationships
• Search for Related Parties

Additional Information.

• Getting Started without TimeSolv’s Help
• Importing Data from Older Billing Software
• Self-Seal Custom Large Window #10 Envelope