Tip of the Week Archives | TimeSolv

Tip of the Week

Tip of the Week: New way to view draft invoices

Tired of always downloading a draft invoice to view before sending? So were we. So we’ve changed the way you can quickly view a draft invoice to save you time and make you more efficient and that’s our Tip of the Week. You’ll notice now when looking at your list of draft invoices, there’s an…

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Tip of the Week: New features with latest TimeSolv update

TimeSolv released an update to the software yesterday that included several new features, among other upgrades. Let’s take a look at these features as part of our Tip of the Week.   Access to Assigned Matters Only Back in June, we wrote about how to assign matters to professionals so they only saw those matters…

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Tip of the Week: Using TimeSolv custom envelopes

So a lot of firms have made the transition of sending invoices via email. But we know a lot of clients still want an invoice sent through traditional means which can raise a frustrating issue. Have you run across the inconvenience of trying to align the from and to addresses on your invoices to match…

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Tip of the Week: Adding contacts to your matter

A common question we receive at TimeSolv is about adding contacts to your matters. Our Tip of the Week focuses on how to associate already existing contacts to a new matter or client. When you first create a new client in TimeSolv, that’s most likely when you created a new contact to be associated with…

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Tip of the Week: Creating Related Parties for Conflict Checking

Conflict checking is a necessary task for most law firms to ensure no conflicts of interest when accepting clients and matters. Today’s Tip of the Week focuses on how to enable the Conflicts Search in TimeSolv and how to create and check for related parties. The first step for using TimeSolv for conflict checking is…

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Tip of the Week: Changing rates for existing time entries

A question we often get at TimeSolv is how to change rates for existing time entries without having to laboriously go through each and every time entry and edit by hand. There is a relatively painless way in TimeSolv to edit your rates and apply the new rate to existing entries. You first need to…

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Tip of the Week: Sending fixed invoices by milestone

There are many ways within TimeSolv to generate fixed fee invoices for your clients. However, when you know you’ll be sending fixed fee invoices on a regular basis or when certain milestones are met for a matter, using our matter plan is a great option and that is our Tip of the Week. To enable a…

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Tip of the Week: Assigning matters to professionals

There are times as a law firm where you may not want all your associates to see every client and matter the firm is working on. You’d like to be able to limit what they can see when entering time and expenses. We covered how to set up permissions for your timekeepers and support staff…

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TimeSolv Announces Document Management Solutions That Include Several Integrations

NetDocuments and Dropbox among integrations offered   CONTACT Scott Clasen TimeSolv – Director of Marketing Phone (651) 687-0090 x 7011 scott.clasen@timesolv.com Raza Hasan TimeSolv – CEO Phone (651) 687-0090 x 7010 raza.hasan@timesolv.com   Eagan, MN May 30, 2017 – TimeSolv, a leading provider of web-based software for legal billing and timekeeping announces several document management…

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Tip of the Week: Document automation

TimeSolv is excited to announce our Tip of the Week is a great new feature included in our latest release. We’ve created a document automation system that allows you to easily insert client and matter information to letters you send out frequently. Let’s review the steps to set this up within TimeSolv.   Step One:…

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Tip of the Week: Time entry search feature

Today’s Tip of the Week is a quick and easy way to see all time entries without having to run a full report. Many times you want to find entries for a particular matter or client to either add more time or review the status of your time entries. When you click Time in our main…

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