LexisNexis recently released their latest update to their practice management system with Time Matters 13.
Billing Matters Accounting Features Removed
If your office is currently a Billing Matters client, I strongly recommend looking into the upcoming discontinuation of Billing Matters Accounting. The Billing Matters program will still be available, but many functions will not be accessible in Time Matters 13. General Journal, Accounts Payable, Check Generation and many other accounting tasks will be removed in this new version. If your current cases have accounting aspects in version 12, contact technical support for a feature pack that will bring in these details (in read-only mode) to version 13. Or if you’re interested in moving your accounting management to PCLaw or QuickBooks, technical support can be of assistance.
Client Document Portal
The focal point of the Time Matters 13 upgrade is their new client portal utility for file-sharing. LexisNexis has teamed up with WatchDox™ to provide document sharing solutions to Time Matters firms. Rather than taking up space on your email server or using a third-party program like Dropbox, your office could now easily share with clients, opposing counsel or firm contacts case related documents. There are numerous settings in place to work with a legal office’s needs such as defining a time frame for how long someone can access the document, revoking access at any time and the ability to review an activity summary of printing and sharing. You’ll share a document right from Time Matters and your contact will be notified by email of the update when they can view the file.
Keep in mind, this is not cloud storage for your firm’s document repository, but meant to act as a file sharing tool which limits each firm to a 5GB of space. Also, your firm will need to confirm you have an active Time Matters AMP or Annual Maintenance Plan to utilize this service.
Watch a video about the new client portal here: http://www.lexisnexis.com/law-firm-practice-management/time-matters/time-matters-13/time-matters-13-video.html
Disaster can come in many forms; fires, flooded server closets or even employees removing case information. In previous versions of Time Matters, IT support would configure backups within a firm’s SQL server to or firm members would complete this manually. In version 13, we can now assign an automated backup to occur within the program based on the firm’s needs and desired frequency. The manual option will still be accessible and this new improvement makes back-ups easy to maintain.
Calendar Color Settings
Some firms live and breathe by the ability to sort shared calendars events by color. They like knowing Jim’s events are green or conference room appointments stand out in red. Time Matters 13 offers the ability to label entries by matter or file so if potential matter meetings or specific cases should stand out-you have the ability to color code those as well.
TM Connect Integration
This is another example of usability improvements in version 13 with a greater integration between Outlook and Time Matters. Time Matters for MS Outlook was originally released with Time Matters 12 in order to easily see from your inbox relevant file information. For those who have not utilized it yet, users can view contacts related to a file or send time entries back to Time Matters. The TM Connect improvements in 13 corrected numerous Outlook related issues and give a user the ability to add an attachment from your Time Matters document list. Now a user can start an email in Outlook, click attachment and find a TM document record without having to save it locally first.
Another new feature is on the matter form when users view their timeline tab; the columns will now have an option to sort the overview of an entire case or contact’s history easy. Messenger has also been improved to prevent crashing or freezing without changing the look or functionality of the feature. Windows Server 2012 and other platforms will now be supported so keep in mind compatibility when deciding to upgrade to Time Matters 13.
If you’re interested in moving your firm to Time Matters 13, I recommend reviewing the release notes in their entirety http://support.lexisnexis.com/lndownload/software/TM13_Release_Notes.pdf along with reaching out to a TM CIC (Certified Independent Consultant) to discuss next steps. As always, you can contact Accellis Technology Group as well.