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TIME MATTERS BLOG

October 30, 2012

Client Intake Form

October 30, 2012/ Wells Anderson
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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October 30, 2012/ Wells Anderson/
forms, workflow
September 23, 2012

Converting from a Windows Domain to a Windows Workgroup

September 23, 2012/ Wells Anderson

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.

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September 23, 2012/ Wells Anderson/
Windows, setup
September 18, 2012

Moving Merge Template Files

September 18, 2012/ Wells Anderson

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.

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September 18, 2012/ Wells Anderson/
document creation, templates
September 04, 2012

Related Records on Contact and Matter Forms

September 04, 2012/ Wells Anderson

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.

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September 04, 2012/ Wells Anderson/
forms, related records
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Active Practice

Is this you? Just scratching the surface of your law office software? Want to be more organized, more efficient? We can assist you with getting much more out of law practice management software. Using Time Matters? We have 20+ years of experience customizing it. Want legal cloud apps? We know them well.

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Time Matters Blog

Get more out of your Time Matters software with support from Wells Anderson, a Time Matters expert. Have a problem? Need to upgrade? Call or write me.

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