The extensive checklist of steps required in a NY state guardianship (Article81) are a great example where Time Matters may be applied to help automate and control the process through use of the ‘chain’ feature.

In this real world example, The ‘fun’ is when each of  the 61 steps are applied automatically when a new guardianship matter is added.  The ‘profit’ comes from your ability to more easily manage the steps  and create billing records, simply by checking each item complete, ie check it  done.  Another example, is when the task for File Papers is marked   done, use of an automatic message (using the  ‘trigger’ feature) to notify the user  to enter the reimbursable filing fee.


Eliminate the time and chaos of not having a system, get started by making an outline. If you have a set of tasks similar to these, consider making a list of items.  Eack item may have a parent/child ordinate/subordinate relationship to another item.  So, to get started, create a spreadsheet with columns for item description, the parent item it is related to and a column for the number of days before or after the parent item.

You may even create a convenient, collapsible Outline containing each item of the chain of related steps to see howthe matter is progressing and to tag mark done and bill multiple completed steps.

Kassoff Chain Guardianship article 81 Kassoff Outline of Chain with automatic billing