FAQ’s

Tip of the Week: Easily see who you are an approver for

As we’ve written before, TimeSolv has robust approval features to make sure time and expenses are not making their way to an invoice if they shouldn’t. However, there was not a great way for you, as the approver, to see in one place all the professionals you were assigned to approve time for. Until now, and…

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Tip of the Week: Creating a simple matter budget

We’ve spent a lot of time in 2016 writing about and creating content that focusses on how you can create very detailed matter plans and budgets. But we know many of our customers would like to create a simple budget for a matter and don’t need to break it down into various phases and tasks.…

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Tip of the Week: Options to display matter summaries on invoices

When we released our update November 16 to allow automatic payment of invoices from Trust accounts, we also included Matter summaries on the Statement of Account section of invoices. These Matter summaries show the details of your Trust account, balance due for each matter, invoices, credits, etc. Unfortunately, that also included summaries for Matters with zero…

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Tip of the Week: invoice narratives

So let’s be honest. Creating the language that appears on client invoices is not exactly scintillating work. However, it is a necessary burden that can affect how a client perceives you and your firm. So you’ll want to make sure the narratives on your invoices are consistent and clear but flexible when needed. TimeSolv gives you…

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Tip of the Week: Recurring Expenses

Quite often you may have an arrangement with a client that includes a recurring expense. Perhaps you have a built-in administration fee or a technology fee. Often, there’s a recurring expense for copies. Whatever the case, instead of manually entering those expenses over and over again, use TimeSolv’s Recurring Expense feature, our tip of the…

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Tip of the Week: Using Categories for Clients and Matters

Ever wondered if you could run a report for all your clients who are in a certain county? Or maybe you want to quickly see all the invoices you’ve sent for divorce case matters. It’s easy to do with the category feature in TimeSolv. You can create as many categories and sub-categories as you’d like,…

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Protecting your Practice in an Office Sharing Arrangement

Office sharing is a great tool for new attorneys. Not only is it cost effective, but it can also help you project a professional image, even if your bank account is still light. However, there are important questions you should consider to ensure that your office sharing arrangement is compliant. The American Bar Association (ABA)…

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Tip of the Week: Using our Client Portal

Transparency in how law firms treat their clients is becoming more and more a valuable way to gain trust. TimeSolv always strives to provide the best legal billing tools and features to allow you to easily provide the transparency many clients want. Today’s Tip of the Week focuses on one of the best features of TimeSolv,…

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Saying "I do" to a Partnership

A partnership can seem like an attractive option for a new attorney just starting out. The thought of setting out on this journey with a partner can be comforting, as well as empowering. But this is not a decision to be made hastily. In many ways, a partnership is just like a marriage and entering…

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How to Promote Ethical Behavior within your Firm

Ethics are important within any industry, but the practice of law requires an extremely high standard of ethical behavior from its members. As the head of a law firm, you have a responsibility to not only ensure your own ethical behavior, but also to promote principled practices within your practice. Trying to handle this task…

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