There’s a vast community of knowledge in the legal community aimed at helping small law firms get the most out of technology – and customize it to fit the unique needs of every firm.
Below we’ve rounded up a list of recent tips and tricks from consultants and professionals from across the legal ecosystem for the LexisNexis® Time Matters® solution:
1. Create Client Matter Alerts
“Wouldn’t it be great to know when a contact or matter has been added, changed or deleted or accessed? Or if you were alerted when an account went into collections and no further billing entries should be added?” writes Colleen Heine with the Accellis Technology Group. “If the office manager should be alerted each time a matter is deleted or archived-this setting would automatically send instant messages detailing the file changes. Picture your former paper files with post-its on the outside designed to get your attention before opening a file or redwell – the matter monitor can replicate the case by case reminders.” She shows you how in this blog post: Time Matters Matter Monitor.
- Also see: Time Matters Keyboard Shortcuts
2. Integrate Powerful Features
“LexisNexis Time Matters is a very powerful, comprehensive case/practice management system,” writes Dana Riel, with Eastern Legal Systems, LLC. “Sage Timeslips is an extremely versatile and powerful billing and accounts receivable system. Each does its own job very well.” Ms. Riel advocates putting the two together – along with the “how to” – in this write up: Make Timeslips Billing Records from Time Matters®.
3. View Multiple Staff Calendars
“Sometimes you need to be able to view multiple calendars in Time Matters,” according to Kyle Ackerman of Solfecta. He walks users through a simple checklist for a “combined calendar for everyone in your Staff Selector.” Here’s is tips-and-tricks post: Time Matters – View multiple staff calendars every day.
4. Go beyond standard WIP and A/R Reporting
“Those of us in the business of helping law firms become more efficient focus on how it is that you are able to bill any hours (or set fees) by focusing on where your business comes from and how it is most efficiently handled in your firm,” writes Tom Rowe of OTB Consulting. He spells out a case for tracking marketing leads and the performance of systems and staff as a means to pinpoint the cost of client acquisition. He concludes his post – Law Firm Reporting is More Than Financial Reporting – with a real-world anecdote:
“law firm client of ours that was spending around $10,000 per month for 3rd party Internet leads. This firm was doing extremely well, even in light of dramatically falling bankruptcy filing numbers. I was asked to provide metrics that identified which area codes the firm was getting its prospects/initial appointments/new clients from. If we could tell them what area codes were and were not profitable, they could choose not to accept the leads for those areas. For an investment of about $2500 in reporting and analysis, we were able to identify those area codes from which they obtained few or any new clients over a fairly large, statistically significant time period. The firm was able to reduce their monthly 3rd party lead buy by over $5,000 per month.”
5. Customize the Main Toolbar
“There are shortcut keys you can memorize or lookup to help you keep your hands off the mouse, but customizing the toolbar to meet your needs can save lots of time,” according to Caren Schwartz in a blog post titled: Getting More From Time Matters – The Icon Bar. She provides simple steps along with screenshots.
The professional services team, who occasionally post tips and tricks to the team’s blog, also show users how to customize the main toolbar in just a few minutes. The team produced a YouTube video to demonstrate how:
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There are thousands of law firms that use the Time Matters solution for law firm practice management. You can find a running tab of posts related to this solution here. In addition, to help these firms get the most of their investment, we host “Feature Friday” webinars dedicated to providing existing customers with tips and tricks.
Be sure to check back for the rundown of webinars in October and in the meantime if you’ve got a good list of tips you’d like to share – leave a comment, send us an email, or tweet us: @business_of_law.
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