Category: templates

Document Templates Revisited - Mar. 14, 2025 - document creation, templates
To save time and improve accuracy when creating documents, Time Matters has a number of options. One option is to use existing documents as Templates.

Creating Workflows with Time Matters - Jan. 15, 2025 - workflow, templates, todos, document creation
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…

Send E-mails from Power Views - Nov. 23, 2008 - email, templates
You can start an E-mail directly from the Contact list or Matter list using an E-mail link in its Power View. For the Matter list you will need to peek under the hood of Time Matters and make a tweak, but you are rewarded by significant time savings.

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.

Merge an Optional Initial - Sep. 27, 2005 - document creation, templates
When automatically creating documents using Time Matters Merge Templates, you can handle names with Middle Initials and names without them.

Document Templates - Jul. 18, 2005 - document creation, templates
To save time and improve accuracy when creating documents, Time Matters has a number of options. One option is to use existing documents as Templates.

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