NEWS:  Premier is the proud creator and sponsor of the 5@55 New BookCover smallerwebsite.  Created by estate planning attorneys, the 5@55 campaign is here to support 55 year old Americans to get your legal house in order.”

Leading Estate and Elder Law lawyers are becoming affiliated. Visit to learn more.

One of the most desirable feautures from any practice management system, including Time Matters, is an automated reporting module.  Unfortunalely that doesn’t exist.
However, we think it is a great idea – so we created it.

– TM Reporter –logo premier

Automated Reporting Module for Time Matters

Your Reports,
When You Want Them,
Emailed Automatically to Whomever You Designate
You can not manage effectively if you don’t have reports.

Reports enable you to measure your progress against your objectives
Actual Billable Hours vs Targeted Bllable Hours
Actual Matters Opened by Type vs Targeted Matters Opened by Type
Cash Flow – Events by Date and Time of day with Fee Totals

Reports enable you to manage by exception
Aged Accounts Receivable – Unpaid Bills Over 30, 60, 90 days
Past Due Todo’s – Tasks Past their Taget Completion date

TM Reporter Reporting Features:

Select when – Mon, Tue, Wed, Thu, Fri, Daily,  All, or  ## (Day of Month)

Record Type – Chose your existing reports or select from our library of reports for managing Events, Todos, Contacts and Matters

Record Filter  – Identifies the filter of records selected for the report, Such as Open Todo’s – Due in Next 7 Days

Email Recipient – One or many recipients for Each Report – Includes path to saved report pdf file (plus option toinclude pdf report as attachment)

Contact us to learn more.

LPM wordleI recommend lawyers, who are looking at estate practice management systems, look for the following functionality and offer several resources to maximize your time and effectiveness.

A good law practice management (LPM) program for any practice, including estate planning, will enable you to capture and organize all the data you deem relevant. It will use that data in support of merging to document templates, and for generating records automatically under certain conditions and further it will incorporate the data in a set of useful reports that help you manage your calendar, contacts and matters. Your reports should include a quick matter management summary view as well as a more detailed view of all outstanding todo/tasks for each active matter.

Starting with data capture -beyond the basic fields you would benefit by having fields for contact records (prospect/client, advisors, organizations) for mail list management, referral source analysis, prospect tracking and seminar/workshops etc.  Also relevant data fields for Matters (estate planning, probate, estate administration, business, guardianships, real estate, charitable trust or organization, life care planning, VA benefits, tax, Medicaid, Special Needs Planning etc.).

Next your LPM should organize all of the related records both by Contact and by Matter. These records include Calendar Events and Todo/Tasks, plus Notes, Email, Phone, Documents and Billing.  Some systems can even include other records such as Assets, especially if you intend to do funding.

Next LPM should handle Document Management (automatic folder and file naming), full text indexing for full text searching of all of your files ( doc, pdf, xls, etc .) and Document Assembly – short routine letters and longer advanced merge type documents (check out WealthCounsel and Elder Counsel).  You should be able to go paperless with features for scanning to pdf and saving into your LPM programs document management system

Next LPM will support automatic workflow to auto generate one or more records automatically under certain conditions.  Generally when you add a record or change a field in a record you should be able to define what records pop-up automatically – think appointment confirmation letter or email, referral thank you letter or email, or a chain of all of the estate admin deadlines over the next year or so for certain an estate admin matters.

Next you should have reports to measure and manage by objective and to manage by exception. Reports that track actual activity against your objectives include  ‘calls to consults’ and ‘consults to new retainers’,  also a ‘cash flow’ report for future and past activity on events with the number $meetings total of fees; also track monthly new matters by type and compare this year to last year to identify trends. Management by exception might include something like a list of ‘Past due Todo’s’.

In addition to the core features listed above the LPM system should link, synch and integrate ‘seamlessly’ with other programs and devices such as your  word processing, email, pdf programs, scanners, smart phones and other devices.

Just because a particular system has added a feature doesn’t necessarily mean that they have implemented that feature well.  For example, a system may allow adding your own data fields, but if data fields for one matter type appear along with all the other fields from other matter types then it may be cumbersome and won’t be used.   Or if a system has document management, but requires too many steps to name, save and maybe upload the document or scanned file, than again it won’t be useful.

Take a long term view and know that your needs will change.  Be careful not to get locked in to a system that might be hard to get your documents and other records exported out of should need to change in the future.   The best and cheapest solution is to do it right the first time. Be sure to do your homework and get an external  advisor to guide you thru the process. Some systems may be easy to start but may be less than ideal as a long term solution.   Finally, be aware that many older yet proven LPM systems (traditionally existing in a Windows based onsite network) are now available in a hosted/cloud environment accessed easily from any MAC or Windows based device. Someof these systems have tools that allow features to be transferred so that you don’t have to re-invent the wheel.

Other Recommended Resources for an Estate Planning practice:

Organizations to investigate NAELA, Elderlaw Answers, Special Needs Alliance , in support of your firms estate planning services .

A great audio on managing your estate planning practice from the leader of one of the most successful firms

A dated but timeless article for annuitizing your estate planning services by Victor Medina

As a an external guide of a lawyer/law firm that is great example of a successful refugee from  Biglaw

(left a 2,800 lawyer firm) I offer Ben Neiberger’s firm

Finally -line up your experienced trail guide for your journey. (aka Premier Software)

All the best,

Tom Caffrey
Premier Software

If there are any trusts and estates practitioners out there who use <system name> with your practice, would be interested in learning how you use it.

I see the applicability to litigation, but am interested to see whether it can significantly help with workflow for drafting plans, trust administration, probate, etc.

Coming from BigLaw, we used no case management software or CRM software at all (I kid you not – DMS only), so I’m struggling a little bit with the “what would I actually use it for” question.

So, do you use it, and what do you use it for and how does that help?

What you need to know about law firm branded, sponsored emergency id cards and online access to essential data and healthcare documents

  1. It is faster and easier to set-up online than to complete and submit application forms, and faster to select files than to print and mail or fax to a 3rd party.
  2. Print client emergency ID cards in your office in a few minutes – no need to wait up to two weeks to receive an ID card
  3. Print multiple cards per client to share with immediate family or physicians
  4. Newer systems,like SafelyMD are 5x times less expensive than many older, popular systems (see cost analysis in attached file)
  5. Newer systems also support easy file selection, even drag and drop to a client account
  6. Newer system provide the means to set automatic email and sms text message reminders    “It’s time to review your emergency ID health care data and possibly time update your healthcare documents.”
  7. Family plans are private client family accounts – high capacity file storage and emergency id cards for all family members
  8. Security  at the folder or file level with full control of  view, print, download
  9. Files are encrypted from end to end, both in transit and at rest. Single and dual factor authentication. Complete auditing of all activity.
  10. Fast access thru a login/password or thru use of a Smartphone to scan of a QR code.
    Use a Smartphone to scan the QR code to show fast easy access to your client at signing.

Premier Software is an authorized provider for SafelyFiled, in our opinion the best system available. SafelyFiled includes SafelyMD and SafelyFiled Family. We are happy to host an online meeting whenever your schedule permits. For a limited time we have a special offer with even better pricing than that specified on the attached pdf.

Contact us today.
Tel. (856) 429-3010

See Our Cost Comparison –> Cost Comparison SafelyFiled/SafelyMD vs Other SystemsSafelyFiled_LogoSafelyMD

Management by Crisis:  Yesterday, I received an email with a subject “I need You”
We all can recall the famous crisis situations when we read:
“Houston, we have a problem” or  “I think we’re going to need a bigger boat”
So today’s Latin Lesson is: ‘praemonitus, praemunitus’  Forwarned is Forarmed

Case in Point:
The email with the a subject “I need You” involved a rather large large law office that we hadn’t heard from for quite some time… seems their server had run out of system capacity.
An ounce of prevention, (about an hour or two of an experts time) would have precluded the entire issue. The good news is 24 hourslater the firm now has 100GB of free space that they did not have yesterday. They also have a new configuration that will preclude that particular issue.

In every area of specialization there are many simple solutions available provided you are dealing with an experienced specialist. That is why lawyers offer annual retainer or maintenance programs for their clients and that is why no law firm should go along in a DIY fashion. You need a well defined protocol – a structured relationship with a specialist.

If you don’t have a personal relationship with an expert in any given critical area of your practice you are going to have a problem, and you may need a bigger boat.




Legal Tech 2015  I spent today in NYC speaking with Technolawyer publisher Neil Squillante; visiting with LexisNeixs – Amy McArthur, Kendra Gebhart, Jonah Paransky, Susan Harmon (re Firm Manager), and Deane,  fellow consultants – Bill Dertinger, Jeff Levine, David Michael, Seth Rowland; Spent time with Dan Berlin TABS3 (asked Brian Dickey 50 questions and received 50 great answers about practice Master);
Also today in NYC at Legal Tech I explored vendors – Hot Docs (checking out the new Hot Docs Market); Legal Workspace; Citrix (Share File); Microsoft Office 365 exhibit with their new ‘Matter Center’ app;
 name a company that is the new registrar for new top level domains for .lawyer .attorney

Finally I spoke to of Daren Davis of Drive Savers – they rescue data from damaged disk drives (including fire damaged PC in attached photo)
fire damaged pcIMG_2401


I deliberately skipped the other 80+% of the exhibitors offering eDiscovery

Time Matters Tip
Need a larger font size or type of font – Watch this video. (1 minute)

Need more help …call 856 429-3010  or

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Premier News:
Our 30 Year Anniversary, Plus Free Maximize Your Time Matters Investment Webinar, Training Classes and an Exciting New Product and

Come Visit Us in Newport Beach, CA at the NAELA Summit Jan.29th – 31st,
       Get Lucky! We are giving away a full $$$ conference registration.

Our 30 Year Anniversary – Our sincere thanks, to all of our clients,
where ever you are…

Premier Software Supporting Law Firms for 30 Years Pre and Post Internet

Free Webinar, Training Classes and an Exciting New Product, see below:

Upcoming Webinar “Maximizing Your Investment in Time Matters”

Monday, February 9th   Noon ET

Part 1        Time Matters Utilization Checklist
We will show how to quickly determine all of the key areas for saving time and managing more effectively using Time Matters for your type of practice. Including: Essential Reports, Managing Workflow, Document Assembly and MS Office Integration, Document Management and Scanning, Synching with Smartphones, Remote Access, TM Mobility, Full Text Searching

Part 2        30 Tips in 30 Minutes

Upcoming Classes –  Our Schedule of Regular Monthly Training Classes <>

New for 2015 Announcing: SafelyFiled/SafelyMD
A Law Firm Branded System Client ID Card and Branded Web Site for online access to Emergency Data and Healthcare Documents $10/client total for five years



Reach us anytime – 24×7 – for any type of support using our web form


I read once that Walter Cronkite, a avid sailor, had a favorite author, Patrick O’Brien.
Today would be the 100th birthday of author Patrick O’Brien born Dec. 12, 1914, The WSJ refers to this as ‘the centenary of the greatest historical novelist ever, and one of the best novelists of our era” 

In the ideal world, we all would take a week off in late December or during January and let our business minds re-charge by visiting with family or maybe by reading a good book. If you are looking for a good book to read as sit on a beach in January and re-charge, I absolutely recommend any of the series of 20 Patrick O’Brien novels. The book covers are even worth collecting here’s a picture of mine right behind my desk in the office.

"The Mauritius Command"

“The Mauritius Command”

by Geoff Hunt, [BOOK COVER] Sunset in the Indian Ocean, viewed from the upper masts of HMS Otter. The Otter, a ship-sloop, was a relatively small vessel with 18 guns. Beyond her are the larger frigates Boadicea, Sirius, and Nereide. All the ships are busy shortening sail and taking in their topgallants – a common precaution at nightfall if squalls were expected.

Time Matters for Marketing and Mailing List Management
Premier Software’s Videomail list management and marketing using Time Matters
Use of Features: Working with Lists, Fields, Search (Filter), Select (Tag), Saved Tag List, Sort, Send to Excel, Print Labels, Saved Tag List, Process Send Email to Selected List

For Support Call or Email…Today!
Tel.      (856) 429-3010 or Email: