What Have We Done Lately: Lot’s of Upgrades to Time Matters v13, Everywhere…

May 9, 2014

If you are thinking of upgrading – be aware distance is not a problem.  Just in the last few weeks we have assisted firm upgrade to Time Matters in the following locations:

Moorestown, NJ    Estates/Elder Law
Prairieville, LA       Estates/Elder Law
Orlando, FL              Litgation
Staten Island, NY  Estates/Elder Law
Fairfax, VA               Estates/Elder Law
Portland, OR            Real Estate
Lynchburg,VA         Estates/Elder Law
Pittsburg, PA            Estates/Elder Law
Barrington, NJ         Bankruptcy
Richmond, VA         SNT Non Profit
Seattle, WA               Estates/Elder Law
Philadelphia, PA     Medical Malpractice
Coral Springs, FL    Elder Law
Dallas, TX                  Criminal Law
Houston, TX             Estates/Elder Law

and on the schedule
Lynnfield, MA           Estate Planning
Madison, WI              Estate Planning
San Jose, CA              Estate Planning
Cherry Hill, NJ         Litigation
Edina, MN                  Estates/Elder Law
East Lansing, MI      Estate Planning

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Update re Integration: VOIP, Outlook, Time Matters

May 6, 2014

Integration 2014
We now have a Nextiva voip phone system. The Nextiva integration with Outlook, and then Outlook with Time Matters is very useful.  Placing an Outgoing call is easy.  There are PC and smartphone apps.  An Incoming call has two screen pops, one allows the option to take the call, and another includes an option to click to open the Outlook contact record.  Time Matters has its own ‘Open Contact’ icon from the Outlook record which gives full access to the contact record in Time Matters.  You can view and add all related records (calendar, email, docs, phone, notes, billing).  Isn’t that better than the old pop a contact and/or a Phone record.

We are still learning all the options in the phone system but so far it is a good user experience.  Also Nextiva has very responsive support right out of Scottsdale, AZ.

I would be interested in uses or challenges others have found with integrating voip, Outlook and  and TM (or their favorite Pract Mgt program).
Tom Caffrey

Talking TimeMatters v13, WatchDox and Lexis CIC Conference This Week in San Antonio

October 14, 2013

Now is a good time to ask your CIC about Lexis’ plans for Time Matters v13, PCLaw etc.  as most of us will be attending the annual CIC conference later this week Oct.17-18th.

Time Matters v13 has been announced and Lexis has integrated   WatchDox, a secure document ‘Client Portal’ as the main new feature.   Actually, WatchDox is more than a simple feature, it is an entirely new File/Synch/Share sub-system and a very capable one at that.

I understand the Time Matters Messenger feature has also been improved for better performance.  There are also details about the continuation of support for Billing Matters, but the discontinuation of support for the firm accounting portion, originally called Billing Matters Plus.

The primary new feature  ‘Client Portal Online File-Sharing’, links from within
Time Matters to WatchDox. This is an  enterprise level  ‘file,  synch and share’ solution and you not find WatchDox as a consumer product.  Documents will be hosted on secure Lexis servers.  WatchDox may be delivered several ways: using a desktop application; using a browser based web interface;  thru dedicated Smartphone apps and of course as integrated right from within Time Matters.

The unique attribute of WatchDox is its ability to set permissions at the document level, not just folder or user level. This allows better control over the shared users ability to view, print, download, forward and expire a shared document.  Permissions may be changed at any time, in real time.

WatchDox can serve as a faster and better way to share drafts, for example, of estate planning documents prior to actual document signing.  A watermark may be turned on and it may consist of two lines at the top, bottom or diagonally and can be set to include viewers name, email, date time, ip address or a custom text message.

The WatchDox Mobile apps include an Annotation icons to enable users  to some text,  or highlight a block of text or to add a note – all layered on top of the actual document. Another icon, the Mobile Editor, allows actual text editing.  Edits to documents are synched to your local copy automatically.  WatchDox can retain versions and versions may be easily viewed and restored.  Finally their appears to be a branding option, but my trial version required additional set-up.

My first impression of WatchDox is a very good one.  Hats off to Lexis for making this very advanced file/synch/share utility available right from within Time Matters.

Links:
What’s New Time Matters 13     and       

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