Webinars:
Automating Common Tasks and Schedules

Triggers and Action Items

• Want to save a lot of time entering common records?
  
  
• Frustrated by inconsistent naming conventions for documents?
  
  
• Looking for an easier way to enter time and expense entries?
  
  
• Do you find it difficult and time consuming to train new users everything they need to do in TM?

Are you creating the same Time Matters records over and over again? We’ll show you how to automate common tasks through the use of Triggers and AutoEntry Forms. Using these features to create an Action List saves data entry, simplifies billing time & expense entries, provides consistency across the firm and makes it a lot easier to get new employees up to speed.

Chain Templates and Outlines

Do you re-enter a time-consuming string of Events or ToDos every time you open a new matter?
Do you wish you had a checklist of items to be completed immediately after a new matter is opened?
Are you frustrated with having to calculate dates in the future every time (such as Statute of Limitations)?
Do you have a need to automatically create Events and To Dos en masse rather than individually?

Time Matters offers powerful automated scheduling and task management capabilities. In this session, we’ll teach you how to use Chain Templates and Outlines to create lists of Events, To Dos, and other Time Matters records. Automatically creating items from a Chain Template or Outline saves time, provides consistency and eliminates costly mistakes.

Back to Webinars Main