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You are here: Home / Archives for Practice Management Software

January 19, 2017 By Tom Rowe Leave a Comment

Downloaded a PDF and can’t locate the Time Matters DMS controls

The Problem

My clients call me all the time with this problem:

I download PDF files from the court/ECF/whatever source and when I go to use the Time Matters DMS controls (TM Save), they are not there. Why can’t I save the PDF’s into Time Matters?

The problem is that newer versions of Internet Explorer and Chrome serve as a PDF viewer. When you download PDFs they are downloaded and opened in the browser instead of in Acrobat. While this is a very nice feature, it causes a problem when you don’t have access to the full features of Acrobat including the document management system (DMS) controls that Time Matters installed.

How to Resolve

To resolve this problem, you have to turn the browser PDF viewer feature off.

How to turn it off in Chrome and Firefox.

Here is how you do it in Internet Explorer:  Step 1 in Acrobat, and then Step 2 in Internet Explorer.

Filed Under: Practice Management Software, Time Matters

April 19, 2016 By Tom Rowe Leave a Comment

Saving Non-Standard Files in the Time Matters DMS – Email Yourself

The Time Matters DMS has integrations with Word, Excel, PowerPoint, WordPerfect, Outlook, and Acrobat. Basically, when you have one of these types of documents open you press a TM Save (or TM Connect) button and you are provided a Document Form to complete. Once completed, the document/email is saved to the appropriate place in your document store. It’s really simple and easy to use, and keeps you from having to drill down into a hierarchical folder structure to save documents.

But, what do you do when you get a non-standard document like a WAV, AVI, JPG, TXT, HTM, XML, or other document for which there isn’t a Time Matters integration? Per LexisNexis help, you should place it a shared folder and then right click on it and select “Send to” and then “Time Matters.” When you do this for one or more documents, you get the “Create Document Profile Records” dialog that let’s you specify how you want the Time Matters Document record to be completed.

LN_help

The main problem with this method is that you have drill into the hierarchical folder structure to put the document in the correct place, or just have a folder into which you drop these types of files. When you use the TM Save functionality, Time Matters saves a copy of the document you want to save in the exact location where it belongs.

A better way for Time Matters and Outlook users – presumably a large percentage of Time Matters users – is to drag and drop the document(s) into an Outlook email and send it you yourself. This is easily done, and easier than the LN recommended way. Once you get the email – in a second or two at most – you have all the TM Save/Connect tools within the TM-Outlook integration to save the documents as you normally do. Once saved, simply delete the email.

A final point – most of these types on non-standard documents will probably get emailed to you anyway. Better to save from the email than save it to a shared folder and then “Send to Time Matters.”

Filed Under: Document Management Software, Practice Management Software, Time Matters Tagged With: Document Management, Time Matters

May 31, 2015 By Tom Rowe Leave a Comment

Law Firm Reporting is More Than Financial Reporting

Client AquisitionOver the past few months, I have seen a number of tweets in my Twitter feed that link to articles that discuss law firm reporting. Invariably, the articles discuss what financial reports the firm should be looking at.

As an example, Frank Strong of LexisNexis, whose Business of Law Blog is one of the best legal blogs around, recently posted 5 Essential Practice Management Reports for Small Law Firms. Of the 5 reports listed, they are all billing reports. This represents a tendency that I have seen with attorneys and law firms who only look at the financial reports to evaluate how their business is doing. When you come across an article about law firm reporting, it is almost always about the finances … how many hours did I bill, what was my realization rate, what is our AR, etc. In a recent post on the Time Matters forum hosted by my good friend and Elder Law Attorney extraordinaire, Robert Fleming, a poster said, “I use only the standard financial reports – Aged A/R and Detailed WIP.  But I would like to do more.”

[Read more…]

Filed Under: Metrics, Practice Management Software, Reporting, Time Matters Tagged With: Analytics, BKexpress, Metrics, Reporting, Time Matters

April 14, 2015 By Tom Rowe 2 Comments

Avoid missing billable time with ActionStep’s “Suggestions”

If you track your daily time and bill by the hour, you know how hard it is to make sure that you don’t miss any billable time. Actionstep, which is already the most robust SaaS legal practice management system, recently added a feature it calls “Suggestions” to help make sure that no work goes unbilled. [Read more…]

Filed Under: ActionStep, Practice Management Software, Time & Billing Tagged With: ActionStep, Time & Billing

April 6, 2015 By Tom Rowe 2 Comments

Legal Practice Management Software for Consumer Bankruptcy Firms

Bkexpress color logo tif smallNo one would debate that a law firm needs to use word processing programs. Consumer bankruptcy law firms would find it extremely difficult, if not impossible, to file petitions without document assembly programs. And, some type of time, billing and accounting software is mandatory for almost all law firms. Yet, legal practice management software (LPMS), which has been one of the most discussed, debated and reviewed legal software genres for the past decade, has just recently reached the threshold of being adopted by half of all firms. This low penetration rate is surprising in that LPMS arguably has more day-to-day impact and, after being used for a time, also provides functionality that no law firm would want to be without. [Read more…]

Filed Under: Consumer Bankruptcy, Practice Management Software Tagged With: BKexpress

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