Category: organizing

Single most important technology for a solo attorney - Sep. 16, 2024 - calendar, organizing, todos
A simple oversight or unanticipated glitch could lead to a missed deadline and all sorts of backpedaling, avoidable stress, extra work, and misfortune.

Advanced Tip: Matter List Filtered by Updated Date - Oct. 18, 2023 - calendar, lists, organizing
Advanced Tip: Using advanced Time Matters features, you can create a Quick Tab on your Matters List to spot Matters that you may need to follow up on.

Stay on Top of Matters with Inactivity Watch - Sep. 14, 2023 - calendar, lists, organizing, todos
To prevent the most common complaints of legal clients, you can set a Time Matters Inactivity Watch to list Matters that have had no activity in the last 30 days, or a time period you select.

Avoid Malpractice with the Inactivity Watch - Sep. 13, 2023 - calendar, organizing
The Time Matters Inactivity Watch is easy to set up and will watch Matters, listing those that haven’t had activity in the last 60 days or any other number of days.

Duplicate Contact Records - How to combine them - Jan. 18, 2023 - organizing, utilities
Combine two Contact records for the same person

Set Pop-Up Alarms - Revisited - Nov. 15, 2022 - calendar, organizing
Time Matters can automatically set pop-up Alarms to remind you of important Events on your Calendar. You can set an Alarm manually, but using the automatic approach is more reliable and efficient.

Flowchart for Prospect Voicemails - Oct. 24, 2021 - workflow, training, todos, organizing
Using a flowcharts to diagram an internal procedures delivers these key advantages: …

Time Boxing: Your Best Tool for Becoming More Productive - Jun. 19, 2021 - organizing, calendar
With time boxing, you limit yourself, in advance, to a fixed amount of time for each of the things you plan to do during the day. That self-imposed mandate is enough to send all of us figuratively running for the door. Yet…

Alerts and Reminders in Time Matters - Jul. 17, 2019 - organizing, calendar

Coping in a Temporary Office - Nov. 22, 2018 - organizing, security
A disaster may force you out of your office temporarily or permanently. You lose your old routines and face doing things in new ways. Here are tips on how to adjust to relocation and how to prepare now to survive the disruption.

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.

Codes in Use Reports - Feb. 12, 2012 - administration, organizing, reports
Use our free Time Matters reports, Codes in Use, to clean up your existing Classification Codes. Classification Codes are highly useful for classifying and filtering various records in Time Matters. But too many codes can be counter-productive. This post explains how to install the reports and put them to good use.

Cleaning Up Time Matters - Oct. 8, 2010 - administration, organizing
Tips for cleaning up bloated email Inbox, incorrect entries, and out-of-place documents, plus archiving Matters and updating records.

Take Steps to Become More Efficient - Aug. 2, 2009 - calendar, document creation, document management, organizing, todos

Automatic Dates with Chains - Jan. 13, 2009 - calendar, organizing, workflow
Chain Templates in Time Matters and Practice Advantage can create predictable series of important Events and ToDo's each time you open a new Matter. This tip explains how you can automatically adjust dated records when you change the date of one record in a chain.

Getting More Done - Jan. 12, 2007 - organizing, todos
With Time Matters you can implement a streamlined system for managing and delegating tasks. In today's Webinar, I described some of the key ideas of Stephen Covey, author of Seven Habits of Highly Successful People, and David Allen, author of Getting Things Done, and explained how you can apply them using Time Matters. Here are the slides that were used to introduce these principles and cite the resources.

Create ToDos from Other Records - Jun. 1, 2006 - organizing, todos
The time and effort needed to create a ToDo record can discourage you from effectively using the ToDo List in Time Matters. Here is a tip on how to create new ToDo's quickly with a minimum of data entry.

Alerts Window - Jun. 15, 2005 - organizing
Time Matters starts by showing you the Alerts window. The Alerts window can remind you about things that need attention. But you may prefer other approaches for keeping track of what you need to do. The Calendar is a better place to start for most people. This tip shows you how to prevent the Alerts windows from appearing every time you open Time Matters.

Set Pop-Up Alarms - Jun. 4, 2005 - calendar, organizing
Time Matters can automatically set pop-up Alarms to remind you of important Events on your Calendar. You can set an Alarm manually, but using the automatic approach is more reliable and efficient.

TM Outliner - Apr. 24, 2005 - calendar, organizing, templates
Time Matters Outliner introduces true workflow management.