Webinars:
Time Matters® Best Practices Web Training

Creating an Efficient Intake Process

• Concerned that prospects are getting “lost in the shuffle”?
  
  
• Are you frustrated that your intake process is inefficient?
  
  
• Do you experience lengthy delays between case acceptance and kicking off the case tasks?
  

Who is calling about your services? Who is taking the call? How did they hear about your firm? Now what? If you don’t know the answers to these questions, you are missing out on Time Matters ability to track your marketing efforts and turn prospects into clients. In this session, we’ll guide you through the process of turning a prospect into a client while gathering all of the important information along the way.
Advanced Phone Call Tracking

Are you concerned that you do not have an efficient call processing system? Is it difficult to quickly turn phone calls into tasks for others, and have that call record linked to the ToDo? Do your users find it too difficult to enter phone call records and thus are not doing so?

Time Matters includes a full featured phone call tracking system. Are you using it? We’ll show you not only the best way to track your calls but also the proper way to link those calls to other Time Matters records and correctly process the calls so that the appropriate person is notified and has all of the information necessary to act on the call.

Effective Use of Email with Time Matters

Is Time Matters Email slowing to a crawl or crashing? Are attachments bogging down your Time Matters database? Do you prefer Outlook but don’t know the best way to use it with Time Matters?

Email is fast becoming the preferred means of communication between lawyers and their clients. It works at all hours of the day, never takes a break and is almost instantaneous. You simply cannot afford to have your email system not functioning smoothly and effectively. We’ll show you how to use the best case management application in conjunction with the best email application using the latest and greatest link between Time Matters and Outlook.

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