Connecting Time Matters/Billing Matters and QuickBooks – Thanks Caren Schwartz

Both PCLaw and Billing Matters can be linked to QuickBooks. One of our team members can help you with any of this. Other on-line resources, Caren Schwartz of Time & Cents Consultants, LLC posts a step by step guide to Connecting Billing Matters to Quickbooks. It can be found here:

Or it is copied here:

Time Matters 11 now supports Microsoft Terminal Services

With the release of Time Matters 11, Terminal Services is now officially supported.
We have been supporting clients in Terminal Services, Citrix and other software applications such as 2X. You can also take a look at our LexisNexis case study with McGlinchey Stafford. This was 100+ users implemented in Citrix.  It can be seen at this link or below.

Here is the link to the official requirements of Time Matters 11.

Here is the McGlinchey Stafford case study:

Sneak Peak Matters360 has gone live.

We are now rolling out Matters360 to customers in Canada. It can be installed on-premise but it is also hosted in Canada – in fact in Toronto. Now your SaaS data is stored in Canada. Watch as we begin a series of Blogs highlighting  Matters360 and how it can revolutionize your business.

For now…take a look

SaaS Practice Management for the Canadian Law Firm

When you take a look around the current Practice Management vendors in the legal space, you will quickly find that no one stores their data in Canada. Although Clio is from British Columbia your data is stored in Amazon….which is not in Canada. The rest? not in Canada.

We will be launching a SaaS option with your data stored in Canada. Keep an eye out.

Time Matters Case Study – 7 Second System client

Lexis published a case study on our Time Matters client McGlinchey Stafford.   Large firm that had tried other applications..and other Time Matters consultants. We implemented for a fixed per user charge in offices across the US.

Here is the case study:

Billing Matters – the series

With the re-invention of Billing Matters, I am going to write a series of posts. Kelly Jones and I travelled across the US and did a series of Billing Matters boot-camps. It was under a day… you had a complete, set up and ready to use Billing Matters database. If you have ever read my blogs or watched any videos here, you know that we transform Time Matters into an easy to use application that still has all of the power and features of Time Matters.  Billing Matters is no different. When set up properly it is a flexible billing application.

As with all software applications you have to concern yourself with the validity and health of your data. The Time Matters quicktab is your best friend and a great help to analyse the data that has been entered for accuracy. Each role in your office should have a series of quicktabs. In the backend you have to aware of a few housekeeping issues. 1 or 2 you cannot really solve, unless you have not upgraded recently. An upgrade will assist as it cleans some data as it upgrades. There is an issue with padded space in the billing table. It is something that needs to be dealt with if you are a long time Billing Matters user or you plan to be a long time Billing Matters user. Too technical for this intro blog, but I will get back to it later.

Stay tuned. Let me know if there are areas of the application that you want explained. It can be as technical as you want or practical.


Mobility – what is it?

It seems that Mobility and a Mobile strategy are the craze in the IT press. I am not so sure what this really means but in the Legal vertical I have been dealing with it for the last 10 years.

Is Mobility – access using a Mobile phone? Is it accessing your information while away from the office?

In this conversation, there is not one size fits all.

It depends on the type of law business that you operate. Some firms work during business hours at the office. Some firms work during business hours away from the office. Some firms have users that work many hours after hours at home or on the road.

It also depends on what you expect to while while Mobile. If you just want to look at data or if you want to work as you would while in the office.

The cloud is by its nature Mobile. Your experience is the same whether you are in the office, at home of on the road.

If you want to use your work computer at home just as you would if you were in the office, there is a free solution called LogMeIn. We use the business solution daily. I have used the LogMeIn service for 8 or more years without issue. I can remember a few times when I was not able to access a computer.

If you need many users to work while away from the office and do not want them to access their own computer, then you should look at a Microsoft terminal server solution or Citrix. We have clients that use both. An interesting product is also 2X at

Some applications have Mobile applications that are specific to your handheld or a website. I use the Salesforce mobile application often and as a consultant it is excellent. As I change the customization and configuration of Salesforce, the mobile app adjusts with those customizations. It is a rich environment and I am able to see all of my data. The same data set that is available when I log into Salesforce. I can also control whether I want a smaller set of data on my handheld device as I manage the mobile users. The data is available when I am offline and not connected to the Cell phone network. This is often the case while I am in Court as Cell reception is not available inside the court rooms.

Time Matters and PCLaw have release a Mobility portion of the version 11s of the applications. The Time Matters mobility product is limited in scope and is very much a first generation product. If you need access to fields on your Matter form, Time Matters Mobility does not allow this which is interesting as the ability to customize the fields on a Matter is a compelling feature of Time Matters. It also does allow access to all of the record types in Time Matters. Access to the calendar will be added in the future but for our customers calendar does not include our Key Dates feature which in my opinion is part of the calendar.

Our recommendation is to use MobileTM from Data Equity. It is mature as it has been in the market for years. All record types in Time Matters are available and you can customize all lists and forms to include any information that are tracking in Time Matters. For me, this is the basic functionality that is required of a mobile Time Matters solution.

In my opinion, Mobility should also extend to allowing your clients to access their Matters. Cloud applications by their nature will include this functionality. In the Time Matters world, this is only available from DataEquity. It is called GuestOffice. It is an eloquent solution with security at the core of the design and the ability to shape your clients experience as they look at their own Matters.  For other consultants that have not seen or used GuestOffice, it can be customized and configured. This means you define the data to which the client has access, the look and feel and you can extend the functionality.

So what does Mobile mean to you?

Data Migration – Time Matters, PCLaw, Cloud based applications, Salesforce

Once again I am working on a larger data migration project and I am reminded of the key points which are mostly forgotten.

What is the key? Data migration is a process and as a customer you need to engage your consultant. I would also be cautious of thinking a data import is a data migration. There are a series of steps and at each step you need to asses your progress and gauge success.

I can think of 2 distinct Data Migration examples.

1.Upgrading from 1 version of an application to another.
2. Moving from one Matter Management Application (Practice Management) to another.

Especially in Time Matters, when you upgrade from 1 version to another, you need to verify the data has migrated. At the very least you should do record counts and a random sample visual confirmation. If you are upgrading an accounting and/or billing application you should run your key reports before and after the conversion.

The easy stuff? Each application deals with dates and times in their own way. Some databases are more normalized than others.

Moving from one application to another can be difficult. You have to account for the differences in the applications and you have to deal with the integrity of your data. As we migrate clients away from Time Matters we have to be cautious of their data.

We have a team that has many years experience in Migrating data and a team with years of experience managing the process. We move clients to and from all of the applications that we support.

Time Matters basic training online

For all of our customers, we provide a step by step training manual that is always available and answers all end user questions. The materials are updated as we receive support questions. Our delivery is SaaS which has many benefits. We update the materials in one place and it instantly reaches all of our customer. No updating each site, no maintenance, no software installs…  Salesforce has it right.. No Software.

I will push some of the lessons out to the blog. Contact me if I am missing something, or I have not pushed the lesson you want to review.


Lexis Nexis Time Matters and PCLaw conference 2011

Just back from this year’s Time Matters and PCLaw conference. My thoughts summed up. There are indicators that the future will bring some innovation and some updates and fixes to the applications. These are needed and a positive sign in the market.

The Time Matters exchange synchronization will support Exchange 2010 in the near future. It has been re-written. Let’s hope they have improved the logging of the application and deal with meeting requests in an affective manner. We all know meeting requests and the current Time Matters Exchange synchronization do not mix. If you are using them….read my previous blogs.

The PCLaw to Time Matters link is undergoing a re-fresh. In the future we will see an expanded and a reasoned approach. Sorry…nothing to add or change to it today, although with the release of PCLaw 11 the link now runs as a service and is not a process.

Once we have the products in hand..more will come.

If you have not upgraded to Time Matters 11 or PCLaw 11 or you have to renew your AMP in the near future, contact me and we can work on them together. Lexis has given consultants some incentive to assist in the upgrades and AMP that will benefit customers.