Creating Workflows with Time Matters
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Flowcharts can be incredibly effective at creating, streamlining and tweaking the series of steps needed to serve clients and run a law office. Here is an example…
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TIME MATTERS BLOG
Send a Document Link via TM Messenger
/When you have Document records in Time Matters, you can easily send a Document link to a co-worker.
TM Messenger makes it easy for you to let someone know that a document is ready for review, mailing or another action.
This PDF file shows you step-by-step how to send, receive and use document links via TM Messenger:
Flowchart for Prospect Voicemails
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Using a flowcharts to diagram an internal procedures delivers these key advantages: …
Read MoreClient Intake Form
/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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