Category: todos

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…

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.

ToDo Delegation Tracking - Jun. 14, 2024 - todos
With Time Matters, you can customize your ToDo list to keep tabs on ToDo’s you have delegated to others and those that have been delegated to you.

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.

Quickly Mark a ToDo Done - Jun. 14, 2023 - todos
The secret to taming your Time Matters ToDo list? The Right-Click button on your mouse.

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

Important and Urgent - Mar. 17, 2015 - todos
One of Stephen Covey's excellent concepts in "The Seven Habits of Highly Effective People" is a simple, powerful way to categorize everything you need to do. Each thing is either urgent (A) or not urgent (B). It is also either important (1) or not important (2).

How to Manage Dates and Deadlines - Nov. 12, 2010 - calendar, todos
Time Matters can help you manage deadlines, due dates and appointments. These techniques and tips were presented during our free monthly Webinar on 11-12-2010.

Smartphones and Time Matters - Update - Feb. 11, 2010 - calendar, mobile, synchronization, todos, utilities
Read more information about Time Matters and smartphones. Follow links to our Webinar outline and our smartphones outline. Read about using hosted Exchange and options for the Droid

Quick Tabs Step-by-Step Guide - Nov. 11, 2009 - customizing, finding info, todos
Quick Tabs allow you to select the fields and filter the records you want to see on any of the Main Lists in Time Matters, including Contacts, Matters, Events, ToDo's, Documents, Billing, email, Outlines and more. This illustrated step-by-step guide show you how to create User Level Quick Tabs.

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

Practice Management Assessment - Aug. 2, 2009 - billing, calendar, communication, document management, todos
Practice Management Assessment and Action Plan To become more efficient, organized and profitable, start by completing a focused Practice Management Assessment. You identify the areas where you will benefits most from improvements in how you use your practice management software. Next, create a concise Action Plan with follow dates. Do it on your own or by working with us over the phone. Then implement your Action Plan on your own or with our assistance.Download as a MS Word document to complete it on your computer Click here to download... or click below to read it here.

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.

Alarms for ToDos - May. 11, 2006 - todos
Time Matters ToDo's can help you cope with the demands you face each day. The Alarm feature can call your attention to your most important ToDo's. An Alarm plays a sound through your computer speaker and pops up a window in the middle of your screen to remind you of an important ToDo. The window shows you the Description of the ToDo and lets you press a Snooze button for 1, 5, 15 or 30 minutes.

Reminder ToDo Records - Oct. 5, 2005 - todos
Some tasks, such as filing before the expiration of a Statute of Limitations, require special attention. Time Matters can remind you well in advance of a deadline if you use the Reminders field and Alerts, Reminders and Watches feature. For simple reminders, that may be enough. But for critical dates, you can use a special type of ToDo record to remind you to take action ahead of time. Here we describe how to create and use Reminder ToDo's.

Get More Things Done - Mar. 22, 2004 - todos
An overview of paper and electronic ToDo lists with information on how Time Matters software handles ToDo's.