Produce multiple documents by tagging multiple Contacts and using the Formattable Clipboard.Read More
TIME MATTERS BLOG
Sometimes the PDF function in Time Matters may go haywire, preventing you from creating reports as Acrobat PDF files and converting Word files to PDF. This posts explains how to fix the Time Matters PDF function by removing the Time Matters Private Driver.Read More
Here's a trick you can use to make an unlocked copy of a locked, fillable PDF form. That allows you to insert a copy of your signature and create other fields. Then you can use the form over and over without ever having to print it and scan it in order to create an electronic version.Read More
This illustrated tip shows you how to open and reuse and existing Word document to create a new one using Time Matters. It shows the path of least resistance for saving the new document via Time Matters.Read More
Create a PDF File Fast in Time Matters
You can quickly create both a PDF file and a Document record from a Word document using a handy Time Matters feature. Right-click on any Word document listed on the Document tab of a Contact or Matter. Then choose "Create PDF" and voila!, you have a PDF file with the same name listed at the top of the Document list.
Note: On some PCs, this feature pops up a file selection window. There is a fix for that issue. It involves either deleting the Time Matters Private Driver from the Printer list for Windows and then creating a PDF from within Time Matters or - and this is more complicated - running Windows Registry files to fix the bug. Let us know if you need the Create PDF feature fixed!
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You can reduce non-billable time by automating frequently used document. A good place to start is your Fee Agreement form or Engagement Agreement form. You may want to use our free, downloadable Fee Agreement form as a source of some terms for your form or as a draft for creating your form.
Practice Management Assessment and Action Plan
To become more efficient, organized and profitable, start by completing a focused Practice Management Assessment. You identify the areas where you will benefits most from improvements in how you use your practice management software. Next, create a concise Action Plan with follow dates. Do it on your own or by working with us over the phone. Then implement your Action Plan on your own or with our assistance.
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