Tip of the Week

Tip of the Week: How to create and use abbreviations for your time and expense entries

Using abbreviations while entering time or expenses can save you a great deal of precious time and create a consistent language in your firm. TimeSolv allows you to add abbreviations at both individual and firm levels so you don’t have to waste time entering lengthy and mundane descriptions. These abbreviations can be assimilated in all…

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Tip of the Week: How to allocate payments on invoices and why it’s important

Payment tracking is an important process to run a successful business and payment allocation is an essential part of that process to assure you know what invoices have been paid, and more importantly, which haven’t. Another big reason to allocate payments on invoices is to assure your reports in TimeSolv show accurate information. If you…

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Tip of the Week: Creating Matter Plans

While construction and engineering firms have been using project management processes for decades, the idea of planning the work for matter using project management principles is a relatively new concept for lawyers. Today’s Tip of the Week looks at how you can leverage TimeSolv’s project management tools to clearly lay out the tasks that need…

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Tip of the Week: Avoiding duplicated Client and Matter contacts

TimeSolv has just rolled out a solution for all those users who often end up duplicating their contacts on the Matter level when the same contact had already been created under the Client level. This duplication was happening because there was no contact visibility for Client contact on the Matter contacts screen.  If a Client…

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Tip of the Week: Customize invoice appearance

TimeSolv’s flexible billing template feature allows users to specify exactly what information appears on the invoices you generate, and how it appears. Invoices can include as much or as little detail as you wish, and company letterhead and logos can easily be incorporated. This week’s Tip of the Week will focus on how you can…

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Tip of the Week: Attaching expense receipts and invoicing

Did you know how easy TimeSolv makes tracking expenses and billing your clients accurately? By being able to attach pictures of expense receipts to a matter, you can provide proof of expenses as part of the billing process. Click on Expense>Expense Entry. Towards the bottom, you’ll see a ‘Choose file’ button next to the Receipt…

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Tip of the Week: Difference between deleting and deactivating a Client, Matter, or Professional

TimeSolv users often call in struggling to delete a Client, Matter, or Professional from the system. The issue usually lies in the fact that there is a lot of data attached to that entity, and the system does not allow for it to be deleted until all that data is disassociated with it. This can…

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Tip of the Week: Updates to reports

TimeSolv recently rolled out two great updates to our reports feature. Monthly reports are valuable tools in building a successful law practice. They provide users with detailed information about the firm from a variety of financial and management perspectives. Used properly, monthly reports can help identify what is working within your business and what needs…

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Tip of the Week: Invoice settings to include Time only, Expense only, or both

Invoices include all the important details on what your clients owe you for work done, which is why these details should be as transparent and concise as possible to avoid confusion, and hence client disputes with delayed payments. This is why it’s essential you have your invoice settings in place to ensure you have all…

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Tip of the Week: Payment allocations

TimeSolv understands the importance of payment allocations. Tracking your payments, knowing how much money you are owed, and allocating incoming payments accurately is an indispensable embodiment of any well managed and organized business. This week’s Tip of the Week will show users how to record payments and allocate them to specific invoices. After payment has…

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Tip of the Week: Saving new contacts

TimeSolv understands the importance of keeping all your contacts organized so that when you need to pull them up in the system, everything is in order and accurate. We offer a series of different contact types that are defined when saving a new contact. Users need to understand what each type of contact means. There…

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Tip of the Week: Scheduled invoices

TimeSolv users can now set up milestone matters upfront and generate them from the ‘Create Draft’ screen. To prevent automatically marking a milestone as completed and generating an invoice for it, users can disable the ‘Automatically Complete Milestone and Generate Invoices’ option. This week’s Tip of the Week will walk you through how to set…

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