Top Features You Should Use in Time Matters Wells H. Anderson, J.D., CIC Active Practice LLC 952.922.1727 www.activepractice.com

Presenter Wells H. Anderson, J.D., CIC Time Matters Consultant Certified Independent Consultant since 1997 Focus on small law offices and solos in US and Canada Works remotely to tailor Time Matters to your practice Full set of free resources at www.activepractice.com Free monthly Webinars on Time Matters – next: May 13 Active Online Backup - Founder Backup service designed for small law offices Runs every 5 min., super secure Legal Technology Consultant of the Year – 2000 TechnoLawyer Award

What You Will Learn Deadline Reminders and Alerts User defined records Automatic backup feature Advanced Search TM Mobility: Your information anywhere, live!

Deadline Reminders and Alerts Event Records Use colors for their Classification Codes Add pop-up Alarms Add Alerts sparingly Use AutoEntry Forms Alerts Available on all dated records Alarms Events and ToDo’s Only

Deadline Reminders and Alerts ToDo Records Better suited to Getting Things Done But you need to use them daily! Easy to get overwhelmed Use colors for their Classification Codes Add pop-up Alarms Use AutoEntry Forms

User Defined Records Your own database within Time Matters Examples: You define the Form Information appears in Lists and Forms Examples: Client Assets Investment Accounts and Balances “Actor” Records: Relate People to Matters Marketing Projects Appear in Main Menu, on other Forms

User Defined Records How to Create: Go to: Program Level Setup | List Add User Defined Form Choose Date or Contact type Customize the fields of the User Defined Form Add Classification Code(s): Main Menu | Setup |

Automatic Backup of Time Matters Your main hard drive backup is not enough You need .BAK files (MS SQL Server) Backup should be automatic TM10 and TM11 have Automatic Backup You need to set it up

Automatic Backup of Time Matters Your main hard drive backup is not enough You need .BAK files (MS SQL Server) Backup should be automatic TM10 and TM11 have Automatic Backup You need to set it up or buy TM AutoBackup C:\Program Files\LexisNexis\Time Matters 11\ tmwe.exe /backup /noemail /nodocs Windows Task Scheduler

Automatic Backup of Time Matters Main hard drive backup is not enough You need .BAK files (MS SQL Server) Backups should be automatic TM10 and TM11 have Automatic Backup Set it up or buy TM AutoBackup Available at: www.activepractice.com/products C:\Program Files\LexisNexis\Time Matters 11\ tmwe.exe /backup /noemail /nodocs Windows Task Scheduler

Advanced Search TM has many Search features: Advanced Search: Advanced, Combined, Global, Document & more Advanced Search: Main Menu | Search | Advanced Search Search Contact List, Matter List, Events… Start with a Combined Search Click on Advanced Search to refine it Great for filtering lists

More Search Features Global Search (“Google for Time Matters”) Search box, or Main Menu | Search | Global Search Great for Conflicts of Interest Document Search Main Menu | Search | Document Search First, set up Document Indexer: Main Menu | File | Utilities | Doc Management | Doc Indexer See: www.activepractice.com

TM Mobility The power to practice anywhere Instant, real-time access to information in Time Matters Works on almost any device with a Web browser

Search in TM Find Clients Lookup Matter information Find linked records Streamlined for mobile devices

Pull Up Details Find and dial phone numbers Send E-mails to TM Contacts See Related Contacts Open Related Records

Get Paid More! Enter Time Records Billing Buttons in the Places You Need Them Convert Down-Time into Billable Hours Works with: PCLaw Billing Matters TMBills Timeslips

Two-Way Access No synchronization – real-time read and write Enter info directly into Time Matters Update Contact information, Matters Enter detailed Billing descriptions

Works with Most Mobiles Successfully tested with major mobile phones Works with iPads, iPhones, Droids, BlackBerrys, more Access to TM information with any Web browser: MS Internet Explorer FireFox Google Chrome Apple Safari

Super Security Your Time Matters information is not in the Cloud No data is stored on your mobile device Encrypted information streams back and forth through an encrypted HTTPS secured tunnel Choose which Time Matters users have access Access via username (e-mail address with Remember Me option) and secure password

Simple Setup – No Maintenance Configure users in your Time Matters database Setup once on one PC to provide access Users login to a secure Webpage No synchronization No updating Annual Maintenance Plan covers TM Mobility service

Time Matters Resources Active Practice Web Site Articles, tips, mailing list for white papers Step-by-Step Guides for Time Matters www.activepractice.com Time Matters Webinars Presented by Wells H. Anderson 2nd Friday each month – next: May 13 Register at: www.activepractice.com

Backing Up Time Matters Data and Docs Questions & Answers

Contact Information Active Practice LLC http://www.activepractice.com 800.575.0007 Active Online Backup http://www.activeonlinebackup.com 888.922.1120 Wells H. Anderson, J.D., CIC wa@activepractice.com