Tip of the Week: Copy Matters to Another Client | TimeSolv
Tip of the Week | 1 min read

Tip of the Week: Copy Matters to Another Client

Written by Maleeha Ahmad

1 min read

Repeated work for the same Clients generally means you’re regularly chipping away at similar sort of Matters for them. This will involve similar Tasks Codes, similar Timekeepers, same Contacts, same Billing, and so forth. Instead of having to repeatedly type out those same details over and over, TimeSolv has a feature that allows you to clone a current Matter so that all the details associated with that Matter are pasted into the new Matter. Users can copy a Matter to the same Client or to another Client. This week’s Tip of the Week will teach you how to copy a Matter.

To get started, click under Clients>Clients & Matters and click on the Matter you want to clone.

On the top right is a ‘Copy Matter‘ button. Click on that to display the pop-up that allows you to select the following configurations to be copied:

  • All
  • General
  • Originators
  • Contacts
  • Invoice Settings
  • Team
  • Matter Plan
  • Budget
  • Relationships
  • Notes
  • Custom Field Groups
  • Custom Field Values
  • Approver

Leave the mundane tasks to the system so you can focus on your actual work. Copying Matters will save you time in feeding data into a system that’s primary purpose is to increase your billable hours.

If you’d like to contact TimeSolv support for help, please call 1.800.715.1284 or schedule a FREE 30-minute session now!

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