Reports – Trust Banking

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

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

Retainer Invoice

Purpose & Benefit: As an attorney, TimeSolv understands it can be important to charge your clients a monthly retainer fee, to continue an ongoing commitment ensuring your client will continue working with you even when they do not have an active matter. This leads to client stability and security, predictable profits, Read more

Payment Settings

Purpose & Benefit: Easily set up Trust Accounting and/or Bank Accounts under Payment>Settings so that you can receive payments in these accounts via our portal. Improve client relations by streamlining the payment collection process while also simplifying the invoicing and payment collection process.   VIDEO: To access the payment settings: Select Read more

Creating a Trust Entry

Purpose & Benefit: 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 well as place replenishment funds onto an invoice automatically Read more