TIP: Effective Discovery Tracking Using Time Matters

February 17, 2016

A good example of  how to ‘Do More With Your Time Matters’ is our proven Discovery Tracking  set-up, which we have highlighted on the following Discovery Tracking in Time Matters pdf file.

Time Matters, like most law practice management systems, is what you make it.  The great thing about Time Matters, however, is a special feature package utility which lets us transfer customizations like this into your system in minutes.  Contact Premier if you would like to see our short Discovery Tracking video (856) 429-3010

Discovery Tracking Using TimeMatterspng

Time Matters – How to Make It a Real World, Money Making CRM

September 29, 2015

Your firm is leaving money on the table if … it doesn’t have an effective follow-up system for a few specific situations.  A potential client who invested their time (and yours) to attend a seminar, workshop or initial meeting but has not yet retained you, is worth additional effort in cultivating a relationship. What are you doing to make it so?

Time Matters is what you make it. The following illustrates how Time Matters (or any software with similar features) may become an effective follow-up system that generates extra revenue for your firm. This revenue is mostly net profit since you already have the people and software you need to make it so.

For example,  Initial Consult Follow-up System

Action:
After a consultation simply update the ‘Result_mtg’ field (Select:  Retained, Closed, one of several Follow-up options)

Resulting Workflow:
Trigger an immediate letter
Triggers if NYR Not Yet Retained –  2 week, six week and six month follow-up letters

Document Drafting Quicktab
Documents are quickly assembled using calendar Todo records at 2 and 6 weeks and 6 months.  (Note: In the contact record, the follow-up sequence may be stopped by simply selecting “Follow-up Ended” or changing the code from prospect to client.)

Yes, you have to invest some time to get this set-up, however, if you hire someone on a DFY – done for you basis, you can quickly transition to DIY for variations on this set-up for future follow-up sequences.

Either way you will receive a nice return on your investment in Time Matters.

Image 1 Change to Result of Meeting field – NYR – Fee Quoted
triggers multipe future follow-up letters

NYR Not Yet Retained- Fee Quoted

 

Image 2 Doc Drafting List – Generate documents in a few seconds with a few clicks

 

Doc Drafting Quick Tab for Follow-up letters

TimeMatters Tip: Quick Intake of Initial Contact in MS Word with an Assist from Time Matters

October 27, 2014

Perhaps there is a better, faster, easier method to capture initial contact information.

Watch this short video to learn how to save time by using Word and TimeMatters together.  No more re-typing from your separate notes or document memo.