Category: workflow

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 a Document Link via TM Messenger - Jul. 16, 2022 - document management, workflow

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

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.

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.

Practice Management Face-Off: Time Matters vs. Amicus Attorney - Mar. 1, 2004 - document automation, document management, workflow
The following excerpt from the materials for this session includes a step-by-step explanation of how to handle one of four common law offices tasks using two of the leading practice management software products. The ABA TECHSHOW presentation and materials cover four tasks with this detailed, practical approach to understanding what practice management software can do.