Tip of the Week

Tip of the Week: Related Parties and Conflict Search

The way that attorney’s ethics rules are written, they are not allowed to work with a client if their matter involves conflicts of interest with another client. For example, a wife seeking divorce has a conflict of interest with her husband seeking child custody. Attorney’s can only side with one of the two ends, and that’s…

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Tip of the Week: Creating matter budgets

A robust budgeting tool allows you to contain your business costs and focus on strategic roles. Through budgeting, you can even make appropriate risk assessments against specific matters. This week’s Tip of the Week takes a look at how TimeSolv users can set up their matter budgets. To start with, head under Clients>Clients & Matters>[matter…

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Tip of the Week: Setting up a tax or admin fee

TimeSolv allows users to easily set up the taxable status for each client separately, and define the individual rates for time and expense entries. Alternatively, your practice may charge other monthly percentage fees, such as an Admin Fee. This Tip of the Week will walk you through setting this up.   Setting up tax Users…

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Tip of the Week: Setting up and managing commissions for attorneys

Commissions and performance-based bonuses can be considered an important component. This week’s Tip of the Week walks users through on how to set up and manage commissions for attorneys. Firstly, an Administrator user that has access to firm-wide settings needs to head under Account>Settings. Under the General tab, there’s a field ‘Enable Commissions‘. Check that…

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Tip of the Week: Mark draft invoices as “review completed”

So, as you probably already know that while users could open, view, and edit draft invoices, there was no way to actually mark an invoice as ‘review completed’. Well, now there is! This week’s Tip of the Week will take a look at how to mark a draft invoice as ‘review completed’ and thereby view…

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Tip of the Week: Quickly view invoices with outstanding balances and resend to clients

This week’s Tip of the Week will look at how users can quickly view invoices with outstanding balances and resend them out to their clients. This is a simple and easy tip to help our users save time when payments are due and reminders need to be sent out. Head under Invoices>Sent screen. This screen…

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Tip of the Week: Contacts and avoiding duplicates

While TimeSolv allows its users to save contacts under two different areas of the software – the matter level and the client level – it is important to emphasize that when a contact is created at the client level, you DO NOT need to create that contact again at the matter level if they are…

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Tip of the Week: New Xero Integration

TimeSolv has just rolled out a new integration feature with Xero. Xero is the perfect solution for viewing account cash flow in real-time. Users can use the cloud-based app from tablets, smartphones, and computers, making it easily accessible at all times. Xero helps manage money from budgets that compliments long-term goals of the business. It is…

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Tip of the Week: Report formats

Monthly and annual 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 into your business with 31 different…

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Tip of the Week: Internal notes for time entries

Internal notes can often be needed when working on certain types of matters that need additional details held against the entries for future reference. TimeSolv allows users to create internal notes against specific time entries. By utilizing internal notes for time entries, users can keep notes about the work that is performed on the related matter…

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Tip of the Week: Timekeeper Permissions

This week’s Tip of the Week takes a look at the various permission settings that admin users can designate to Timekeepers. Only administrators can edit these permissions. Head to Account>Professionals>[name of Timekeeper]>Permissions. For Timekeepers, you have a large list of options where you can specify permission levels for each different area of our app. Overall, TimeSolv…

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Tip of the Week: Difference between Task Codes and Abbreviations

This week’s Tip of the Week takes a look at the difference between Task Codes and description abbreviations. We often find that our customers are using Task Codes as a quick way of entering time entry descriptions, when in fact we have an abbreviation feature in place to help you quickly, accurately, and efficiently add…

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