Formattable Clipboards
======================

By Wells H. Anderson	July 9, 2010

Introduction

Formattable Clipboards create documents quickly and accurately. They allow you to paste information from Time Matters into form documents, into e-mails, and into any program that allows pasting text. 

A Formattable Clipboard (Clipboard) can create entire documents and sets of documents that combine Contact and Matter information with boilerplate text.

The Clipboards in this document are ready for you to copy and paste into any version of Time Matters. 

To add a Formattable Clipboard:
1. Go to: Main Menu | File | Setup | Templates | Formattable Clipboard
2. Select the type of record: Contact or Matter
3. Add a Formattable Clipboard
4. Copy and paste a clipboard, below, directly into Time Matters.

Adjusting the Clipboards

These Clipboards use the standard Field Names found in Contacts and Matters in Time Matters Version 10. It is likely that some of the field names in your Time Matters database are different, either because they have been customized or are carried over from some fields that were named differently in an earlier version.

For these Clipboards to work properly, you probably will need to replace some of the Field Names. To do that, you can start a new Clipboard in Time Matters and refer to the list of Fields in the right-side panel. You may use Replace in this MS Word document to find occurrences of a Field Name and replace it with the Field Name used in your Time Matters.

Another way to edit one of these Clipboards is to copy it as is into a new Clipboard in Time Matters, delete a Field Name, and insert the correct Field Name by double-clicking it in the right-side panel.
Test your Clipboard to see that the information from a Contact or Matter record appears in the text that you paste into a document via the Clipboard.

Contact Clipboards
==================

101 Address
{PRI CON:FIRST NAME} {PRI CON:LAST NAME}
{PRI CON:FIRM}
{PRI CON:MAIN ADDRESS1}
{PRI CON:MAIN ADDRESS2}
{PRI CON:MAIN CITY}, {PRI CON:MAIN STATE}  {PRI CON:MAIN ZIP}

110 Address, Phone Numbers, and E-mail
{PRI CON:FIRST NAME} {PRI CON:LAST NAME}
{PRI CON:FIRM}
{PRI CON:MAIN ADDRESS1}
{PRI CON:MAIN ADDRESS2}
{PRI CON:MAIN CITY}, {PRI CON:MAIN STATE}  {PRI CON:MAIN ZIP}
{PRI CON:EMAIL}
Work  {PRI CON:MAIN TEL}
Fax   {PRI CON:FAX TEL}
Home  {PRI CON:HOME TEL}
Cell  {PRI CON:MAIN CELL}

112 Contact Info with Alt Tel
{PRI CON:FIRST NAME} {PRI CON:LAST NAME}
{PRI CON:FIRM}
{PRI CON:MAIN ADDRESS1}
{PRI CON:MAIN ADDRESS2}
{PRI CON:MAIN CITY}, {PRI CON:MAIN STATE}  {PRI CON:MAIN ZIP}
{PRI CON:EMAIL}
Work  {PRI CON:MAIN TEL}
Fax   {PRI CON:FAX TEL}
Home  {PRI CON:HOME TEL}
Cell  {PRI CON:MAIN CELL}{IF {PRI CON:ALT TEL} ISNOTBLANK} {THEN}
Alt   {END IF}{PRI CON:ALT TEL}

120 E-mail address Indiv Client
{PRI [CLI]CON:FIRST NAME} {PRI [CLI]CON:LAST NAME}<{PRI [CLI]CON:EMAIL}>

160 Home Telephone Number
{PRI CON:HOME TEL}

170 Work Telephone Number
{PRI CON:MAIN TEL}

201 Letter setup with regarding clause
{PRI CON:FIRST NAME} {PRI CON:LAST NAME}
{PRI CON:FIRM}
{PRI CON:MAIN ADDRESS1}
{PRI CON:MAIN ADDRESS2}
{PRI CON:MAIN CITY}, {PRI CON:MAIN STATE}  {PRI CON:MAIN ZIP}

Re:{TAB}{INPUT~Enter the regarding line}

Dear {PRI CON:FIRST NAME}:

210 Letter to referral source
{PRI CON:FIRST NAME} {PRI CON:LAST NAME}
{PRI CON:FIRM}
{PRI CON:MAIN ADDRESS1}
{PRI CON:MAIN ADDRESS2}
{PRI CON:MAIN CITY}, {PRI CON:MAIN STATE} {PRI CON:MAIN ZIP}

Re:{TAB}Referral of {INPUT~New Client}

Dear {PRI CON:FIRST NAME}:

Thank you very much for the above referenced referral. As you know, referrals such as these are the lifeblood of my practice. I assure you that my firm and I will represent our new client zealously. 

If I can ever be of assistance to you please do not hesitate to contact me for any reason.

Sincerely, 


220 Letter with Re from Matter
{PRI CON:FIRST NAME} {PRI CON:LAST NAME}
{PRI CON:FIRM}
{PRI CON:MAIN ADDRESS1}
{PRI CON:MAIN ADDRESS2}
{PRI CON:MAIN CITY}, {PRI CON:MAIN STATE}  {PRI CON:MAIN ZIP}

Re:{TAB}{Select Related Matter TAG AUTO}{Rel MAT:MATREF}{END Select}

Dear {PRI CON:FIRST NAME}:


500 Letter to Individual – First Name
{PRI CON:FIRST NAME} {PRI CON:LAST NAME}
{PRI CON:FIRM}
{PRI CON:MAIN ADDRESS1}
{PRI CON:MAIN ADDRESS2}
{PRI CON:MAIN CITY}, {PRI CON:MAIN STATE}  {PRI CON:MAIN ZIP}}

Dear {IF {PRI CON:SALUTATION} ISNOTBLANK} {THEN}{PRI CON:SALUTATION}{ELSE}{PRI CON:FIRST NAME}{END IF},
Matter Clipboards
110 Address – Primary Contact
{PRI MAT:PRIMARY CONTACT}
{PRI MAT:PRICONFIRM}
{PRI MAT:PRI.CON.ADDRESS}
{PRI MAT:PRICONADDRESS2}
{PRI MAT:PRICONCITY}, {PRI MAT:PRICONSTATE}  {PRI MAT:PRI CON ZIP}

111 Address – Primary Contact First Last
{Lnk(Pri Contact) CON:FIRSTNAME} {Lnk(Pri Contact) CON:LAST_NAME}
{PRI MAT:PRICON FIRM}
{PRI MAT:PRI.CON ADDRESS}
{PRI MAT:PRICON ADDRESS2}
{PRI MAT:PRICON CITY}, {PRI MAT:PRICON STATE}  {PRI MAT:PRICON ZIP}

115 Phone – Primary Contact
{PRI MAT:PRICON TEL}

601 Pri Contact Letter with Re:
{Lnk(Pri Contact) CON:FIRST NAME} {Lnk(Pri Contact) CON:LAST NAME}
{PRI MAT:PRICON FIRM}
{PRI MAT:PRI.CON ADDRESS}
{PRI MAT:PRICON ADDRESS2}
{PRI MAT:PRICON CITY}, {PRI MAT:PRICON STATE}  {PRI MAT:PRICON ZIP}

Re:{TAB}{PRI MAT:MATREF}

Dear {Lnk(Pri Contact) CON:FIRST NAME}:

670 Opp-Other Atty Letter with Re:
{LNK (Opp Atty) CON:FirstName} {LNK (Opp Atty) CON:Last_Name}
{PRI MAT:OPATTY FIRM}
{PRI MAT:OPATTY ADDRESS}
{PRI MAT:OPATTY ADDRESS2}
{PRI MAT:OPATTY CITY}, {PRI MAT:OPATTY STATE}  {PRI MAT:OPATTY ZIP}

Re:{TAB}{PRI MAT:MATREF}

Dear {Lnk(Opp Atty) CON:FIRST NAME}:

710 Letter re Fee Agreement – Personal Injury

{TODAY3}



{Lnk(Pri Contact) CON:FIRST NAME} {Lnk(Pri Contact) CON:LAST NAME}
{PRI MAT:PRICON FIRM}
{PRI MAT:PRI.CON ADDRESS}
{PRI MAT:PRICON ADDRESS2}
{PRI MAT:PRICON CITY}, {PRI MAT:PRICON STATE}  {PRI MAT:PRICON ZIP}

Re:{TAB}{PRI MAT:MATREF}

Dear {Lnk(Pri Contact) CON:FIRST NAME}:

I appreciate the confidence you have placed in me by choosing me to represent you in the law suit that arose out of the {PRI [PIJP]MAT:Description} that occurred at {PRI [PIJP]MAT:Location } on {PRI [PIJP]MAT:DOI}. I want to confirm that representation according to the terms of this agreement.

It is understood and agreed that any settlement obtained prior to the filing of a law suit will entitle me to a fee of {INPUT~Enter the % of Atty Entitlement for Fees}%. If a settlement is reached after filing a law suit, but prior to the trial of the case, I will be entitled to a fee of {INPUT~Enter the % of Entitled Fee if Case settles prior to Trial}%.  If we are forced to go to trial in this matter, I will be entitled to {INPUT~Enter the %amount entitled of a jury verdict or settlement}% of any amount obtained via a jury verdict or a settlement. 

It is understood that in addition to the above-described fees, you will pay when called upon to do so, all out-of-pocket costs of this action, e.g., court costs, deposition charges, witness fees, travel expenses, filing fees, investigative fees, court reporter's fees, etc., which are incurred as a direct result of the services provided to you by me.  Prior to any of the aforesaid expenses being incurred or paid, I will discuss them with you and obtain your express authorization to incur or pay that expense.  I will also obtain the cost of that expense from you which shall be paid by a separate check in addition to any retainer as referred to herein above.  Any such cost or expense that you prepay will be deposited directly into my attorney trust account and shall remain there until the particular expense is paid.  In the event the particular expense is not incurred or the cost is not as much as anticipated, you will be refunded the difference with a check from that attorney trust account.

While I agree to use my best efforts to represent you in this matter, you understand that I have given no assurances, guarantees or warranties regarding its outcome.  I appreciate your confidence in me, and I hope that my legal services will be satisfactory to you.  I know that you will not hesitate to ask me about my policies and procedures, as I truly believe that this is an important basis for our continued relationship.  This letter agreement contains our entire understanding and agreement with respect to the subject matter and supersedes all related prior and contemporaneous agreements and understandings and cannot be modified except by agreement of both of us in writing.

Please execute the copy of this contract that I have enclosed and return it to me to indicate your agreement.

Very truly yours,


{INPUT~Attorney Name}


THE ABOVE IS UNDERSTOOD, ACCEPTED, AND AGREED TO:

Signed:  _________________________________

Date:     ___________________________



Author Information
==================

Wells H. Anderson, J.D., CIC
Active Practice LLC
5200 Willson Road #150
Edina, MN 55424
952.922.1727 or 800.575.0007
http://www.activepractice.com
info@activepractice.com 

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