Category: forms

Adding a Web Field Revisited - Jul. 15, 2025 - forms
It makes sense that a Web field on a Time Matters record lets you jump to a Webpage, but did you know it can also let you instantly open a client document? Adding a Web field to a Contact Form or other Time Matters Form allows you store a Website address and jump directly to a Webpage by clicking the Web icon next to the field. You can use the Web field type for a field that opens a specific client document, such as a matter summary in MS Word, with one click.

Document Form Folder Fields - Mar. 15, 2024 - document management, forms
You can customize the Time Matters document management system to specify Client and Matter field names that differ from the default choices: Contact Name and Matter Name.

How to Add a Field to a Time Matters Form - Nov. 15, 2023 - forms
Time Matters has powerful features for adding your own fields to Contacts, Matters and other forms. You can track exactly the additional information you want. You can customize unused fields to hold numbers, email addresses and other information types.

Shortcuts for Creating New Time Matters Records - Jul. 19, 2023 - forms, related records
You can quickly create Supporting Records linked to a Contact or Matter using shortcut keys shown off the Time Matters Main Menu.

Delete Repeating Time Matters Calendar Records - May. 17, 2023 - forms, calendar
If you have scheduled a repeating Event well into the future, it can be a painstaking process to find all the records and delete them. A fast method is to use a built-in feature for tagging and deleting Repeating Records that are no longer correct.

Copy a Matter Field to a Contact Automatically - Jun. 15, 2022 - forms

Time Matters - Add a New User - Mar. 16, 2022 - forms, setup

AutoEntry Forms for Documents - Feb. 16, 2022 - document management, forms

Add an Events Tab to Matters - Aug. 27, 2021 - forms
Adding an Events Tab to your Matter Forms lets you quickly see a…

Too Many Documents Listed in a Matter Form? - Sep. 18, 2019 - lists, document management, forms
If you have a Time Matters client with multiple Matters, you may see too many documents listed on the Documents tab of each Matter. Learn how to display only the Documents, emails and other records related to the current Matter on its Matter Form.

Speeding Up Lists on Time Matters Forms - Jun. 17, 2019 - forms
There is a rather mysterious setting in Time Matters for the number of records to “pre-fetch” when clicking a Matter subtab (Documents, email, etc.). The setting can make a big difference in performance…

Shortcut for Time Matters Classification Codes - Apr. 17, 2018 - forms, organizing
Choosing a Classification Code for each Time Matters record helps you organize and quickly access all manner of Time Matters records.

Calculate a Date - May. 23, 2016 - forms
Display the date of a client's 65th birthday and also a date 60 days before that birthday.

Contact Duplicate Check - Oct. 8, 2014 - forms
Check for an existing duplicate contact when adding a new contact. Check a box in User Level Setup to enable this automatic check.

Fee Agreement Form - May. 10, 2014 - document creation, forms
You can reduce non-billable time by automating frequently-used documents. 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.

Too Many Records on Matter Sublists? - Jul. 16, 2013 - forms, lists, related records
Upgrading to a new Service Pack or version of Time Matters can cause the display settings for records that appear on the sublists of Matters to change. The result can be that too many records appear on the tabs (sublists) of Matter Forms. Here is how to fix the setting.

Client Intake Form - Oct. 31, 2012 - forms, workflow
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.

Related Records on Contact and Matter Forms - Sep. 4, 2012 - forms, related records
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.

Preventing Time Matters Crashes - Sublists - Dec. 18, 2010 - forms, troubleshooting

Customizing Power Views - Jun. 30, 2010 - forms, lists
Customizing Power Views is an advanced topic for Time Matters users. If you take the time to tailor Power Views to present the information you regularly need, or have someone customize them for you, you are paid back by saving time every day that you and others in your office use Time Matters.

Fixed Fee Billing Records - Dec. 18, 2009 - Billing Matters, billing, forms, timekeeping
You can create AutoEntry Forms to fill in Billing records for fixed fee or flat fee services in Billing Matters. One path to greater profitability is to automate some processes and charge fixed fees for certain a la carte services. Here you see step-by-step instructions for creating the AutoEntry Forms and the trick to using them.

Creating AutoEntry Forms - Oct. 27, 2005 - forms, templates
AutoEntry Forms can enter information for you into any of the Forms in Time Matters. They paste values or text into the fields of a Form. After you create an AutoEntry Form, you can use it by choosing it from a list or by setting it to apply automatically every time you choose a particular Classification Code while filling in a Form.

Adding a Web Field - Aug. 1, 2005 - forms
It makes sense that a Web field on a Time Matters record lets you jump to a Webpage, but did you know it can also let you instantly open a client document? Adding a Web field to a Contact Form or other Time Matters Form allows you store a Website address and jump directly to a Webpage by clicking the Web icon next to the field. You can use the Web field type for a field that opens a specific client document, such as a matter summary in MS Word, with one click.