With Time Matters you can set up an electronic Client Intake Form. This form highlights the information that should be filled in if you have it. It puts your entries into the new client's Contact record. The process also produces a traditional, completed Client Intake Form as a word processing document.
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Blog Posts with Illustrated Tips
A PC that will be leaving a Windows Domain needs to be converted for use in a Workgroup (peer-to-peer network) or stand-alone. To avoid all kinds of extra work, the user profile on the PC must be transferred from the domain user to a new local user. This post explains how to do that.
If you move the Merge Template files to a new location, you may need to open, fix and save each Merge Template. These step-by-step instructions explain how to fix them.
Time Matters has two settings that determine which related records appear on the tabs of the Contact Form and Matter Form. This tip explains how to set these options so that you won't see too many or too few Related Records on these tabs.
PM Mobility 1.3 (aka Time Matters Mobility / PCLaw Mobility) is an update that adds new capabilities for accessing information on mobile devices - Smartphones, iPhone, iPad, Droid, etc. It is available as a download from the LexisNexis Service Center.