Tip of the Week

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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Tip of the Week: Generate hundreds of draft invoices at once

There’s nothing more frustrating than it being time to bill out hundreds of invoices and only to find you can’t generate all the draft invoices once! That’s why TimeSolv has recently rolled out an update that allows users to generate well over 500 draft invoices at once if needed. Draft invoices are so crucial to…

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Tip of the Week: Invoice Narratives

You may consider creating the language that appears on client invoices as not exactly clever work, but it is a necessary burden that can affect how a client perceives you and even your firm. That’s why you’ll want to make sure the narratives on your invoices are consistent and clear, but flexible when needed. TimeSolv gives…

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TimeSolv’s Attending the ABA Techshow 2019

TimeSolv is excited to be attending this year’s ABA Techshow! The ABA Techshow will be hosted between Wednesday 27th February – Saturday 2nd March 2019, in Chicago, Illinois. TimeSolv will be at booth number 512, stop by to say hi and pick up some chocolate! We’ll even be doing a presentation on the 7 Ways…

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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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