Supplemental Guide
for Time Matters
®
9.0 and Billing Matters
®
9.0
2
Copyright and Trademark Notice
LexisNexis, the Knowledge Burst logo, Lexis, lexis.com, Shepard's, Shepardize, martindale.com and Martindale-Hubbell are registered trademarks, and LexisNexis Total Practice Advantage and Shepard's Link are trademarks of Reed Elsevier Properties Inc., used under license. Time Matters and Billing Matters are registered trademarks and Formattable Clipboard, HelpCam, QuickPik, Quick Tabs, Backfill, Insider and BillFlow are trademarks of LexisNexis, a division of Reed Elsevier Inc. Matthew Bender is a registered trademark of Matthew Bender Properties Inc. HotDocs is a registered trademark of Matthew Bender & Company, Inc. CourtLink and CaseMap are registered trademarks of LexisNexis CourtLink, Inc. QuickLaw is a trademark of LexisNexis Canada Inc. PCLaw is a trademark of LexisNexis Practice Management Systems Inc. NetDocuments is a registered trademark of NetVoyage Corporation. Other products or services may be trademarks or registered trademarks of their respective companies. Copyright 2008 LexisNexis, a division of Reed Elsevier Inc. All rights reserved.
No part of this Application, Help Systems, Manuals, or related materials may be reproduced, transcribed, stored in any retrieval system, or translated into any language by any means without prior written permission of LexisNexis. Further, all users of the Application are governed by the License Agreement and Limited Warranty. Use of the Application
acknowledges acceptance of License Agreement and Limited Warranty.
LexisNexis
2000 Regency Parkway, Suite 600 Cary, North Carolina USA 27518 North America: 800-328-2898
Outside North America: 919-467-1221 | Fax: 919-467-7181 http://www.timematters.com
Printed in the United States of America Rev.1141.071008
3
Time Matters and Billing Matters 9.0 ...5
Supplemental Documentation for SR-1 through SR-3 ... 5
SR-1 New Features and Enhancements ...6
Supplemental Documentation for SR-1 ... 6
Weekly Calendar Display Options ... 7
PCLaw Matching Wizard ... 8
Bills—Summary by Bill Code ... 9
Interwoven 8.0 Support ... 9
Juris—Sending Contacts and Matters ... 10
Juris—Billing Form ... 17
PCLaw Tasked-Based Billing Support ... 17
PCLaw Reports Access From the Main Menu ... 17
PCLaw—Billing Form ... 18
Task Panel Setup Redesign ... 19
PCLaw Reports ... 20
Word Processor Setup ... 21
SR-1A New Features and Enhancements ... 22
Supplemental Documentation for SR-1A ... 22
Amicus Attorney 7 Import ... 23
PCLaw Functions on Time Matters Navigators ... 26
Juris Link Setup - Billing Options Tab Update ... 27
Main Title Bar Shows Program Level Firm Name ... 28
Reports Footer Shows Program Level Firm Name ... 29
SR-1B New Features and Enhancements ... 30
Supplemental Documentation for SR-1B ... 30
SR-2 New Features and Enhancements ... 31
Supplemental Documentation for SR-2 ... 31
Create Bills—Include Bills in Final Review ... 32
Juris Link Support ... 33
Juris Link—Contact and Matter Field Mapping ... 34
Juris Link Setup—Rounding Option ... 36
PCLaw Link Enhancements ... 38
4
Exchange Server Synchronization—Password Change ... 41
Exchange Server Synchronization—Log File ... 42
Receiving iCal into the Time Matters Inbox ... 43
iCal—Send to External Account ... 44
WordPerfect X4 Support ... 44
Billing and Detailed Billing Power Views ... 45
Tip of the Day ... 46
Show Private Records on a Conflict Search ... 47
Document Form Tab—Check Out Status ... 48
Automatic Relations—Form Tab Settings ... 49
LexisNexis Quicklaw ... 50
SR-3 New Features and Enhancements ... 54
Supplemental Documentation for SR-3 ... 54
Adobe Acrobat 9 Pro ... 55
Enhanced Conflict of Interest Report - List Format Only ... 56
Merge—Selecting Document File Extensions ... 57
Synchronization Enhancements ... 59
Storing Email Attachments ... 63
Managing Legacy Email Attachments ... 64
Multiple Email Items Using TM Connect in Outlook ... 66
PCLaw Remote Client ... 67
PCLaw Worksheet ... 68
Improved Form Tab Response Time ... 70
Firefox 3 Support ... 71
BlackBerry OS 4.5 and 4.6 ... 71
Lexis Front Office powered by Time Matters Name Change ... 71
Lexis Back Office powered by Billing Matters Name Change ... 71
Supplemental Documentation for SR-1 through SR-3 5
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Time Matters and Billing Matters 9.0
Supplemental Documentation for SR-1 through SR-3
This document provides an overview of the more significant features and enhancements Service Release 1 (SR-1) through SR-3 brings to:
• Time Matters® 9.0
• Billing Matters® 9.0
You must install the appropriate SR (i.e., SR-3) on all workstations that are using Time Matters 9.0 or Billing Matters 9.0. Once the installation process has begun, only workstations with the appropriate SR installed should open the 9.0 database. A mix of workstations - some with the appropriate SR (i.e., SR-3) installed and some without, can cause data corruption.
6 Supplemental Documentation for SR-1
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SR-1 New Features and Enhancements
Supplemental Documentation for SR-1The following table lists SR-1 new features (NF) and feature enhancements (FE) for Time Matters 9.0 and Billing Matters 9.0, and also identifies the products to which they apply.
Note: These features and enhancements are also applicable to LexisNexis Total Practice
Advantage™ 9.0.
Each feature and/or enhancement is described in more detail in later portions of this manual.
New Features and Enhancements for 9.0 (SR-1) NF/FE Time Matters Billing Matters
Weekly Calendar Display Options FE Yes Yes PCLaw Matching Wizard NF Yes No Bills—Summary by Bill Code FE No Yes Interwoven 8.0 Support (Enterprise Edition Only) FE Yes No Juris—Sending Contacts and Matters FE Yes No Juris—Billing Form FE Yes No PCLaw—Tasked-Based Billing Support FE Yes No PCLaw—Report Access From Main Menu FE Yes No PCLaw—Billing Form FE Yes No Task Panel Setup Redesign FE Yes Yes PCLaw Reports FE Yes No Word Processor Setup FE Yes Yes
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Weekly Calendar Display Options
The Calendar Display Options screen now provide users with the option to display calendar dates in a “Top to Bottom” or a “Left to Right” view.
To Change the Display Order of the Weekly Calendar
1 On the main menu bar, go to Calendar > Weekly Calendar. The display screen opens.
2 Click the Options button. The Calendar Display Options screen opens.
3 Select Top To Bottom to view the Weekly calendar dates and information vertically for a “Top
to Bottom” display on the screen.
-or-Select Left To Right to view the Weekly calendar dates and information horizontally for a “Left to Right” display on the screen.
8 PCLaw Matching Wizard
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PCLaw Matching Wizard
The PCLaw Matching Wizard matches PCLaw Lawyers and Types of Law with Time Matters Staff and Matter Classification Codes.
When setting up the billing link between PCLaw and Time Matters, you must match Time Matters Staff with PCLaw Lawyers, and Time Matters Classification Codes with PCLaw Types of Law. You can do so manually using the options on the Matching tab of the PCLaw Link Setup screen, or you can use the Matching wizard to match entries between the two applications automatically. When you start the Matching wizard, the wizard attempts to match entries that have identical names in the two applications. (Existing matches are preserved.) For unmatched entries, complete the wizard without importing, and go to the Matching tab on the PCLaw Link Setup screen to match the entries manually.
To Access the PCLaw Matching Wizard
1 Go to File > Setup > General > Program Level. The Program Level Setup screen opens.
2 On the Billing tab, ensure that the Activate Billing Matters check box is cleared.
3 On the Links tab, select the Billing subtab.
4 Select the Activate Billing check box.
5 Select PCLaw from the drop-down list in the Select Billing Link field.
6 Click the Set Billing Options button. The PCLaw Link Setup screen opens.
7 On the Book Set Settings tab, click the Lookup button beside the PCLaw Book Set field to
automatically locate your PCLaw book set.
Note: Time Matters requires access to PCLaw to identify the Book Set. If you do not have an
automatic PCLaw login set up on the computer, you must enter your PCLaw user name and password at this time.
Bills—Summary by Bill Code 9
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Bills—Summary by Bill Code
Billing Codes identify and categorize both time and expense billing entries. For Expense Billing Types only, a new Always summarize on bill check box has been added to the Billing Codes Form. When this check box is selected, billing items will be summarized on the bill.
To Access the Billing Codes Form
1 Go to File > Setup > Codes > Billing Codes. The List of Billing Codes screen opens.
2 Click the Expense button. The list of Expense codes are displayed.
3 Click the Add button. The Billing Code Form opens.
4 On the Code tab, complete the Billing Code, Description, and other fields as applicable.
5 Click the Options tab.
6 Select the Always summarize on bill check box, and complete other fields as applicable.
7 Click OK.
8 Click Close to close the List of Billing Codes screen.
Interwoven 8.0 Support
Lexis Front Office powered by Time Matters 9.0 now supports Interwoven 8.0 (previously known as iManage) and integrates with InfoWrite 5.0, Desksite 6.0 through DeskSite 8.0, and Mailsite 8.0.
10 Juris—Sending Contacts and Matters
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Juris—Sending Contacts and Matters
The JurisTM link works with Juris Version 1.40.0.068 to 2.1 and later. The link can be set up so a
Contact or Matter added in Time Matters will be added to Juris, and vice versa. If you change a Client’s address, etc. in Time Matters, it will be changed in Juris. Deletions made in one application are not transferred to the other application for security reasons.
To use the Juris link, the ODBC driver for Juris must be installed. This is how Time Matters communicates with Juris. Follow the Juris Link Setup instructions below to set up the link. You must have Juris Version 1.40.0.608 to 2.1 or later. The setup procedure for Juris 1.40.0.608 to 1.42e is different from the procedure for Juris 2.0 to 2.1 and later. Be sure to follow the
appropriate instructions for your version.
Setting Up the Juris Link
To Install the ODBC Driver for Juris Versions 1.40.0.608-1.42E
1 The ODBC driver is provided by Juris. Open the control panel by going to Start > Control
Panel and select ODBC Data Sources (32-BIT).
2 Click Add Data Source and select Microsoft Access Driver (*.mdb). Make sure that you have
the correct version of Access installed.
3 In the Data Source Name field, type NXGS. In the Description field, type Next Generation
Data Source.
4 Click Select and locate and select the juris.mdb file located in the \juris\mdb directory.
5 Click OK and type login name = JurisRO, and for the password enter Juris58747.
6 Click Options and make sure that the Page Timeout = 600 and the Buffer Size = 512.
7 Click System Database. You will need to change the List Files of Types to All files. Locate the
jsecure.mdw, which will be located in your \juris\mdb directory. Click OK.
To Install the ODBC Driver for Juris Versions 2.0 to 2.1 and Later.
1 The ODBC driver is provided by Juris. Open the control panel by going to Start > Control
Panel (in Windows 2000, select Start > Settings > Control Panel > Administrative Tools).
2 Select Data Sources (ODBC).
3 While on the User DNS tab click Add.
4 Select the SQL Server driver from the menu that appears and click Finish.
5 Assign a unique Data Source name and give a description of the Data Source. Select the SQL
server where the database is located and click Next. The “How should SQL Server verify the authenticity of the login ID?” screen opens.
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6 Select With SQL Server authentication using a login ID and password entered by the User.
7 Select the check box next to “Connect to SQL Server to obtain default settings for the
additional configuration options” check box.
8 Type the Login as JurisRO, and for the password enter Juris58747. Click Next.
9 Select the default database check box. Not JurisBills is selected as the default. Click Next.
10 Leave the defaults and click Finish.
11 A screen opens that shows the data source set up. Confirm the set up and check your results
by clicking Test Data Source.
12 The Test Results screen opens. The message “Tests Completed Successfully” appears if your
ODBC driver has been configured properly. Click OK.
To Set Up the Juris Link at Program Level
1 Once you have properly installed the ODBC driver, open Time Matters and go to File > Setup
> General > Program Level > Links > Billing. Click the Activate Billing option, and select
Juris from the drop-down menu. Click Set Billing Options.
Note: If the Billing tab is not visible, go to File > Setup > General > Program Level Setup > Billing, and ensure that the “Activate Billing Matters” check box is not selected.
2 General Tab: Enter the ODBC Username and password.
3 Next to the Juris Data Name field, click the Lookup button . Select the ODBC deriver, and
click Test Link. The Juris Test Successful message is displayed.
4 Client/Matter Options Tab: Ensure that the Time Matters Client/Matter Changes Updated to Juris check box is selected.
5 Enter the Juris Client Template that was set up in the Juris application. If you have not set up
the template, go to “To Create a Juris Client Template” on page 14.
12 Juris—Sending Contacts and Matters
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7 Billing Options Tab: Use the default settings for Default Billing Options, Narrative, and Sort Order, or select other settings applicable to your use.
Note: The Juris Narrative comes from the Description or Memo area of the Time Matters
Billing Form.
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9 Staff Tab: Import Juris Staff codes into Time Matters, or match Juris Staff to Time Matters by highlighting the applicable Juris Staff on the left list, and then highlighting the applicable Time Staff. Click Match when the two Staff codes to be matched are highlighted.
10 Codes Tab: Select the applicable record type tab (i.e., Events). Match the Juris codes into Time Matters, or match the Juris codes with Time Matters codes by highlighting the applicable Juris Code on the left list, and then highlighting the applicable Time Matters code. Click
Match when the two codes to be matched are highlighted.
Note: You must import or match Contact and Matter codes before synchronization.
11 Templates Tab: Default Juris fields are mapped to Time Matters fields. If you do not want the default fields, then you must Add or Change the Default Templates before synchronization. To enable the Juris fields in Time Matters as shown in the illustration below, there must be a Time Matters field matched to the corresponding Juris field.
Note: Time Matters does not have the same field names as in Juris. Time Matters has Custom
Fields that can be customized on a Contact or Matter form to represent a date, text, email/ other. Matching can occur here or at the setup for Staff and Classification Codes.
12 Click OK as applicable to close all associated screens.
To Set Up the Juris Link at User Level
1 Go to File > Setup > General > User Level > Links > Billing, and select the Activate Billing
option check box.
2 Use the Select A User drop-down menu to select the user to use these settings.
3 Click Set Billing Options. The Juris Billing Setup screen opens.
4 Once the link is verified, confirm that the Billing Options settings meet your requirements. Set
options to use a User ID and Password, or to prompt you when sending transactions.
5 Once within Juris Billing Setup, select the Synchronization options that apply to this User. Click
14 Juris—Sending Contacts and Matters
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Client Templates
Client Templates are created in Juris and are designed to complete the bridge between Time Matters and Juris. In order to add a new Client or Matter in Juris, certain information is required (i.e., Billing, Timekeeper, Bill Format, Pre-Bill Format, Fee Schedule, or other). The Client Template determines default field values that may not be supplied by Time Matters.
Note: If Contacts and Matters are not being sent from Time Matters to Juris, then Client Templates
are not required.
A Client Template must be setup and entered in order to send Clients and Matters from Time Matters to Juris. Once a Juris Client Template is created, it can then be used to automatically complete the empty fields on a Time Matters Contact or Matter form.
To Create a Juris Client Template
1 Open Juris and go to Setup and Manage > Change mode > Change mode to Maintenance >
Client Templates.
2 Double-click Client Template. The Setup and Manage\Client Template screen opens.
3 Perform one of the following:
• Enter a Client Code and complete the required fields
• Use the Lookup button to choose a Client to use as a template.
4 Save the items by using one of the following options:
• Click the Save icon
• On the toolbar, select Form > Save
• Use the Keystroke shortcut CTRL+S.
5 Close the Setup and Manage\Client Template screen.
6 Go to Juris > Setup and Manage > Change Mode > Change mode to Normal. The Setup and
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Adding, Changing, or Deleting Contacts and Matters
When you add or change a Contact or Matter in the Juris database, the same additions/changes are added or changed in the Time Matters database. Use the Client Number, Matter Number fields, Client, or Matter Code to match records between the applications.
Note: Deletions are not transferred to the other application for security reasons.
To Create or Change a Contact Record
1 Open a new/existing Contact record.
2 Complete/change the Name, ClientNo, Code, Staff, MatterRef, and all other field information
as applicable.
3 In Area 5 of the form, use the Client Code Lookup button to select a Juris Client.
Note: To add a new Client Code, enter the new/unique number in this field.
4 Click Save and Close.
Note: If the advisory screen opens, click Yes to add the Client to the Juris Database.
To Create or Change a Matter Record
1 Open a new/existing Matter record.
2 Complete the MatterRef, MatterNo, Code, Staff, Client, and other fields as applicable.
3 In Area 5 of the form, use the Matter Code Lookup button to select a Juris Matter.
Note: To add a new Matter Code, enter the new/unique number in this field.
4 Click Save and Close.
Note: If the advisory screen opens, click Yes to add the Matter to the Juris Database.
Synchronizing Changes From Juris
When you add/change a Contact or Matter in the Juris database, those additions/changes to Clients, Addresses, and/or Matters can be synchronized to the Contact and Cases database in Time Matters.
Time Matters may be set at the program level to check for Juris changes in one of three ways:
• Manually, using the procedure identified in this manual
• At login to Time Matters
16 Juris—Sending Contacts and Matters
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For Juris Contact/Matter form changes to be synchronized with Time Matters, you must have performed the following:
• At the Program Level—select the method (manually, at login, or automatically) that will be
used to check for Juris changes.
• At the User Level—ensure that the Allow Synchronization check box is selected on the Juris
Billing Setup screen.
To Manually Check for Juris Changes
1 From within Time Matters go to File > Synchronize > Juris. The Synchronize Juris Changes
to Time Matters window opens. Click Next.
2 When the Transfer to Time Matters Complete screen displays, click OK.
Using the Juris Link
To generate a bill and have it sent to Juris, use the following steps as a guideline.
To Send a Billing Item to Juris
1 Open a contact record for which you will generate a bill. In area 5 you will notice that the
Custom4 field has been renamed to Client Code. Click the Client Code Lookup button to the right of the Client Code field and select the Juris client from the list.
2 Once the Juris client has been selected from the list, open the Billing tab to add a new billing
record. While on the Billing tab complete the form as normal, however, you must pay special attention to area 2 (Time Matters/Juris Matching). Area 2 should have all drop-down and Lookup selections made to complete the information needed by Juris (Code, Staff, Bill to, Task, Timekeeper, and Client/Matter).
3 After completing the Time Matters/Juris Matching area, complete Area 3 (Billing Details). This
area is used to enter the rate, bill date, duration, and Juris activity. After entering the information in this area, the bill must be sent to Juris.
4 To send the bill, click Send to Billing. An advisory screen shows the bill was sent to Juris.
5 To ensure the bill was sent properly, open Juris and open the Transactions area. Double-click
Transactions. Select either Time Entries or Expense Entries, then select SMGR > YYYY-Q (YYYY = Year & Q = Quarter.) Billing Items received from Time Matters will be stored in this area, with a separate batch for each day.
6 Locate the batch for today’s Billing Items. Double-click to open it. Within the located batch
are separate entries for each bill received by Juris. Double-click an entry to see the bill details.
7 After a bill is sent, go to the “Transactions” section of Juris to see what was received from Time
Juris—Billing Form 17
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Juris—Billing Form
The Billing form is used to collect information about Expenses or Time spent for the Contact or Matter indicated in the form.
Specific fields in the Matching area (Area 2), and the Billing Details area (Area 3) of the form now
use the new Lookup button .
PCLaw Tasked-Based Billing Support
Previously, when the Billing Type on the PCLaw Billing Form was equal to Time, users could use only the Task code. Now, users have the ability to send another code to PCLaw. When the Billing Type on the Billing Form is equal to Time, users may send both, the Task and the Expl
(Explanation) codes which are used to identify commonly performed activities.
PCLaw Reports Access From the Main Menu
Time Matters now provide users with access to the PCLaw Reports from the main menu. With PCLaw installed, and other settings properly selected (i.e., Billing Link set to PCLaw), click
Report on the main menu.
Lookup Buttons (Areas 2 and 3).
18 PCLaw—Billing Form
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PCLaw—Billing Form
The Billing form is used to collect information about Expenses or Time spent for the Contact or Matter indicated in the form.
When the Billing Type equals Time, the Matching area (Area 2) of the form now uses the new
Lookup buttons in many fields. These buttons increase performance by not having to initialize
the link every time to get static codes (Task, Explanation, Lawyer, Vendor) from PCLaw.
The lookup utilizes “Refresh” capabilities so that Time Matters does not have to be
closed to get static codes that were just added in PCLaw. Previously, when Time Matters was open and you added a code to PCLaw, it had to be closed and reopened to get the code.
When the Billing Type on the form equals Expense, the “Task Code” in Area 2 of the form now
changes to read “Explanation Code (Expl Code)” and uses the new Lookup buttons . In Area 3,
the form has been modified to remove and/or add the new Lookup button to the Vendor field.
Lookup Buttons Time Bill Type
Explanation Code Lookup Buttons Expense Bill Type
Task Panel Setup Redesign 19
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Task Panel Setup Redesign
The Task Panel displays on the left side of main record lists and provides convenient one-click access to various program features. It provides access to Quick Tabs, Power Views, the Navigate function, Processes, and Searches for the current list and allow quick access to other Lists, Calendars, record types, etc. Clicking an item on the Task Panel opens the related feature. The Task Panel Setup screen has been enhanced using bold text to readily distinguish key program feature headings such as Quick Tabs, Power Views, the Navigate function, Processes, and Searches from other functions/buttons on the screen.
When buttons from the “Available Buttons” list (i.e., calendars, journals, lists, Add Matter) are added to the “Show on Task Panel” list, they are only added under the Navigate heading. All other headings (Create New Record, Quick Tabs, Power Views, Process, and Search) are fixed.
To Access the Task Panel Setup Screen
1 Open a list and click the Options button. The User List Options opens.
2 Click the Task Panel tab.
3 Double-click an item on the “Available Buttons” list, or select an item from the list and use
the Add button to move it to the “Show on Task Panel” list.
Note: Select an item and use the Remove button to move items from the “Show on Task
Panel” list to the “Available Buttons” list.
4 To adjust the order in which controls appear on the Task Panel, select an item in the “Show on
Toolbar list” and click Up or Down to move it higher or lower on the Task Panel.
20 PCLaw Reports
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PCLaw Reports
If you have PCLaw 8.10 or later, to access PCLaw reports in Time Matters, on the main menu, click Report > PCLaw Reports.
Select PCLaw reports provide information such as the time worked or expenses incurred on behalf of clients, identify which clients have outstanding bills, and how much income your firm has earned in a specific period.
New PCLaw reports have been added to Time Matters which include:
• Fee Allocation Summary—lists the fees billed, collected and written off by a lawyer on Matter
records where they are set as the responsible lawyer
• Client Costs Journal—list expenses incurred on behalf of clients
• Client Trust Ledger—lists all trust transactions allocated to a Matter
• Client WIP, Billing and Collection Summary—lists work-in-progress, billed amounts,
collected amounts and write-off amounts by client
• Billing Realization—lists billed hours, billed fees, and fee write-offs by Matter and calculates
the actual billed fees and hourly rate after write-offs
• Billable Time Summary by Working Lawyer—shows a comparison of hours and amounts for
the month and year by matter for each working lawyer by responsible lawyer
• Unbilled Time and A/R Summary by Working Lawyer—lists matters with unbilled time and
Word Processor Setup 21
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Word Processor Setup
Word processors are used in to create documents from existing information in the Time Matters and/or Billing Matters databases. The WP Startup button which is used to start your word processor has been added to Workstation Level Setup.
To access the Word Processor Setup option, go to File > Setup > General > Workstation Level >
22 Supplemental Documentation for SR-1A
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SR-1A New Features and Enhancements
Supplemental Documentation for SR-1AThe following table lists SR-1A new features (NF) and feature enhancements (FE) for Time Matters 9.0 and Billing Matters 9.0, and also identifies the products to which they apply.
Note: These features and enhancements are also applicable to LexisNexis Total Practice
Advantage™ 9.0.
Each feature and/or enhancement is described in more detail on the following pages.
New Features and Enhancements for 9.0 (SR-1A) NF/FE Time Matters Billing Matters
Amicus Attorney 7 Import NF Yes Yes PCLaw Functions on Time Matters Navigators NF Yes No Juris Link Setup - Billing Options Tab Update FE Yes No Firm Name - Main Title Bar Shows Program Level Firm Name FE Yes Yes Firm Name - Reports Footer Shows Program Level Firm Name FE Yes Yes
Amicus Attorney 7 Import 23
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Amicus Attorney 7 Import
As outlined in the following procedure, Attorneys/Staff, Users, Event and ToDo codes, Contact Groups, and File Type information from Amicus Attorney version 7 can be imported/matched with corresponding data types in Time Matters.
To Import Data from Amicus Attorney 7
1 On the main menu bar, go to File > Import/Export > Import Records > Amicus Attorney 7.
2 The Amicus Attorney Import Wizard opens. Click Next.
3 Enter your Amicus Database information. Click Next.
4 To match Attorneys, highlight the Amicus Attorney code on the left, and click Match. Click
Next to continue.
Note: If there are multiple Time Matters Attorneys/Staff, you must highlight the appropriate
24 Amicus Attorney 7 Import
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5 To match Users, highlight the Amicus Attorney code on the left, and click Match. Click Next
to continue.
Note: If there are multiple Time Matters Users, you must highlight the appropriate User to be
matched.
6 To match Event codes, highlight the Amicus Event code on the left, and click Match. Highlight
the appropriate Time Matters Event code on the right, and click Match. Click Next.
7 To match ToDo codes, highlight the Amicus Event code on the left, and click Match. Highlight
Amicus Attorney 7 Import 25
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8 To match Contact Groups, highlight the Amicus Group code on the left, and click Match.
Highlight the appropriate Time Matters Contact code on the right, and click Match. Click
Next.
9 The Contact Form opens showing default field matches. If you choose to use default settings,
click Next to continue.
10 To match File Types, highlight the Amicus File Type code on the left, and click Match.
Highlight the appropriate Time Matters Matter code on the right, and click Match. Click Next.
11 On the Start Conversion and Import screen, click Next to continue.
12 The progress of the Import is displayed. When completed, the Import Complete screen opens.
26 PCLaw Functions on Time Matters Navigators
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PCLaw Functions on Time Matters Navigators
Time Matters allows a user to access certain PCLaw features using two different navigators. Using the navigator, the following PCLaw features may be accessed:
PCLaw Billing navigator features
• Time Sheet
• Expense Recovery
• Create Pre-Bill and Create Bill
• Quick Bill
• PCLaw Reports
PCLaw Accounting navigator features
• Trust Receipt
• Trust and General Checks
• Receive Payment
• Firm Receipts
• General Retainer
• PCLaw Reports
Requirements
To access these features and the associated navigator(s), the following requirements must be met:
• the PCLaw Link in Time Matters is turned on
• Lexis® Back Office powered by PCLaw V9.1 must be installed
For information regarding the PCLaw Link, refer the Time Matters Online Help Tool.
To Access PCLaw Features Using the Navigator
1 On the View menu, click Navigator
-or-Click Navigator on the main menu. The Navigator screen opens.
2 Perform one of the following:
- Click PCLaw Billing to access the PCLaw Billing features.
Juris Link Setup - Billing Options Tab Update 27
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Juris Link Setup - Billing Options Tab Update
The JurisTM link works with Juris Version 1.40.0.068 to 2.1 and later. The link can be set up so a
Contact or Matter added in Time Matters will be added to Juris, and vice versa. The Billing Options Tab has been updated to include the “Get Narrative From” options. These options (Description, Memo, or Both), are used in the Narrative field of the Time and Fee Expense forms to provide a description/purpose of the Time/Expense activity.
To Access the Juris Link Billing Options Tab
1 Go to File > Setup > General > Program Level > Links > Billing. Click the Activate Billing
option, and select Juris from the drop-down menu. Click Set Billing Options.
Note: If the Billing tab is not visible, go to File > Setup > General > Program Level Setup > Billing, and ensure that the Activate Billing Matters check box is not selected.
2 Click the Billing Options tab. For the Billing Options, Narrative, and Sort Order, use the
default settings, or select other settings applicable to your use.
New options added on Billing Tab
28 Main Title Bar Shows Program Level Firm Name
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Main Title Bar Shows Program Level Firm Name
The Firm Name is often entered during the Initial User Information setup phase, and is displayed on the main title bar of the application. In Time Matters, information about your firm can be displayed on bills, invoices, and Calendar reports.
If the Firm Name is not entered during initial setup of the application, it can be entered by going to File > Setup > General > Program Level > Firm tab.
The Program Level Firm Name entered on the Firm tab is displayed on the main title bar of the application as shown in the illustration below. If the Program Level setting is left blank, then the Activation Firm Name is displayed instead.
Program Level Firm Name Setting
Reports Footer Shows Program Level Firm Name 29
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Reports Footer Shows Program Level Firm Name
Reports are divided into three sections: (1) Header, (2) Detail, and (3) Footer. The Reports Footer by default is set to display the Program Level Firm name as entered on the Firm tab. The Footer displays/prints at the bottom of each Calendar Reports page.
Note: If the Program Level setting is left blank, then the Calendar Reports Footer will display the
Activation Firm Name.
To Display the Firm Name as a Calendar Reports Footer
1 Go to File > Setup > General > Program Level > Firm tab. If blank, enter the Firm name and
other information as applicable, and click OK.
2 On the main toolbar, click Calendars. The default Calendars window (i.e, Daily) opens.
3 On the List toolbar, click the Print Records icon . The Reports Specification screen opens.
4 Ensure that Ad Hoc Report is selected on the Report tab. Select the desired Calendar format
(i.e., Daily) on the Format tab, and click Preview. The Report Preview screen opens.
30 Supplemental Documentation for SR-1B
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SR-1B New Features and Enhancements
Supplemental Documentation for SR-1B
Time Matters SR-1B implements fixes for some known minor issues. There are no new features or significant enhancements included in the release of SR-1B.
Supplemental Documentation for SR-2 31
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SR-2 New Features and Enhancements
Supplemental Documentation for SR-2
The following table lists SR-2 new features (NF) and feature enhancements (FE) for Time Matters 9.0 and Billing Matters 9.0, and also identifies the products to which they apply.
Note: These features and enhancements are also applicable to LexisNexis Total Practice
Advantage™ 9.0.
Each feature and/or enhancement is described in more detail on the following pages.
New Features and Enhancements for 9.0 (SR-2) NF/FE Time Matters Billing Matters
Create Bills—Include Bills in Final Review FE Yes Yes Juris Link Support FE Yes No Juris Link—Contact and Matter Field Mapping FE Yes No Juris Link Setup—Rounding Option FE Yes No PCLaw Link Enhancements FE Yes No PCLaw Link Setup—Rounding Option FE Yes No Exchange Server Synchronization—Password Change FE Yes Yes Exchange Server Synchronization—Log File FE Yes Yes Receiving iCal into the Time Matters Inbox FE Yes No iCal—Send to External Account FE Yes No WordPerfect X4 Support NF Yes No Billing and Detailed Billing Power Views FE Yes Yes Tip of the Day FE Yes Yes Security Settings—Show Private Records on a Conflict Search FE Yes Yes Document Form Tab—Check Out Status FE Yes Yes Automatic Relations—Form Tab Settings FE Yes Yes Support for updated LexisNexis Quicklaw FE Yes No
32 Create Bills—Include Bills in Final Review
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Create Bills—Include Bills in Final Review
To open the Create Bills screen, on the main menu bar click Billing > Create Bills.
Prior to the release of Time Matters 9.0 (SR-2), the Include Bills in Final Review check box on the Options tab was checked by default.
Now, to process the bill, this check box is not checked by default and must be manually checked by the user.
Juris Link Support 33
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Juris Link Support
In Time Matters, JurisTM link previously worked with Juris Version 1.40.0.068 to 2.1 and later.
With the release of SR-2, Time Matters only supports Juris Version 2.1 and later as shown in the illustration below.
34 Juris Link—Contact and Matter Field Mapping
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Juris Link—Contact and Matter Field Mapping
Time Matters 9.0 (SR-2) has enhanced the Program Level Juris Link setup option to:
• Give users the option of allowing “Closed” Juris Matter records to be added to Time Matters.
• Allow Juris Clients that are not marked as “Individual” to be added to the Time Matters
database as either a “Person” or as an “Organization.”
• The Juris Synchronization Template has been enhanced to allow more flexibility in mapping
Juris fields to corresponding Time Matters fields using default Contact and Matter fields. Time Matters does not have the same field names as in Juris. To enable the Juris fields in Time Matters, Juris fields must be matched to a corresponding Time Matters field. In the following tables, default Juris Contact and Matter fields are mapped to Time Matters fields.
Juris Link—Contact and Matter Field Mapping 35
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The following tables list the default Juris Contact and Matter fields that are mapped to corresponding Time Matters fields:.
Juris Fields—Contact Form Time Matters Fields—Contact Form Reporting Name Contact Name
Client Code ClientNo Practice Class Class Code Billing Timekeeper Staff Phone Number Main Tel Fax Number Fax Tel Nick Name Firm
Billing Address - Address 1 Main Address1 Billing Address - Address 2 Main Address1 Billing Address City Main City Billing Address State Main State Billing Address Zip Main Zip
Juris Field—Matter Form Time Matters Fields—Matter Form Nick Name MatRef
Practice Class Class Code Matter Code MatNo Billing Timekeeper Staff Description Memo
36 Juris Link Setup—Rounding Option
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Juris Link Setup—Rounding Option
The Round time entries up to the next multiple of __ minutes option allow users to specify an incremental number of minutes that can be used to round up time entries. For example—if your time entry is three minutes, and you set this option to round up to the next multiple of six minutes, then any entry less than six minutes is automatically set to six minutes. Entries that are more than six minutes, but less than 12 would be rounded up to 12 minutes, and so on up to a maximum of 60 minutes.
To Select the Juris Link Rounding Option at the Program Level
1 On the main menu bar click File > Setup > General > Program Level > Links > Billing.
2 Select Activate Billing.
3 Select Juris from the Select Billing Link drop-down menu.
4 Click Set Billing Options.
5 Click the Billing Options tab.
6 Select Round time entries up to the next multiple of __ minutes.
7 Identify the next multiple of minutes that will be used to round up all time entries.
8 Click Ok as applicable to exit the Juris Link setup screens.
Juris Link Setup—Rounding Option 37
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To Select the Juris Link Rounding Option at the User Level
1 On the main menu bar click File > Setup > General > User Level > Links > Billing.
2 Select Activate Billing.
3 Click Set Billing Options. The Juris Billing Setup screen opens.
4 If Specify is selected, you can select other PCLaw Billing Options (i.e., Round time entries up
to the next multiple of __ minutes) if not selected by default.
Note: If you choose to use the default setting Use Program Level Settings, then no other
Billing Options can be selected. Click OK to close the PCLaw Billing Options screen.
5 Click OK as applicable to exit the PCLaw Link setup screens.
38 PCLaw Link Enhancements
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PCLaw Link Enhancements
With SR-2, field-level matching is available when synchronizing Client and Matter forms between PCLaw and Time Matters.
Previously, a limited ability to configure field matching was available using some options on the Client/Matter Options tab of the PCLaw Link Setup screen. Those options have been removed and their functionality has been transferred to a field matching template feature that provides a much finer level of control.
On the Matching tab of the PCLaw Link Setup screen, a Templates subtab has been added. This tab contains two tertiary tabs: Contacts and Matters. Click a tab and select a template (currently only the default template is available). Click Change to open the field matching template screen.
The following table describes the options removed from the Client/Matter Options tab of the PCLaw Link Setup screen.
Option Reason for removal
Create Time Matters Contact Full Name
The PCLaw Client Name field is now matched to the Ref Name field. The existing Client name order (“first last” or “last, first”) is preserved. PCLaw Matter ID Updates to Time
Matters Matter Number Field
You now use the field matching template screen to determine which Time Matters Matter field is matched to the PCLaw Matter ID field. Disable Extended Field Mapping You now use the field matching template screen to determine whether PCLaw extended fields are matched or unmatched. Disable Matching to PCLaw
Attention Field
You now use the field matching template screen to determine which Time Matters field is matched to the PCLaw Billing Attention field.
PCLaw Link Setup—Rounding Option 39
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PCLaw Link Setup—Rounding Option
The Round time entries up to the next multiple of __ minutes option allow users to specify an incremental number of minutes that can be used to round up time entries. For example—if your time entry is three minutes, and you set this option to round up to the next multiple of six minutes, then any entry less than six minutes is automatically set to six minutes. Entries that are more than six minutes, but less than 12 would be rounded up to 12 minutes, and so on up to a maximum of 60 minutes.
To Select the PCLaw Link Rounding Option at the Program Level
1 On the main menu bar click File > Setup > General > Program Level > Links > Billing.
2 Select Activate Billing.
3 Select PCLaw from the Select Billing Link drop-down menu.
4 Click Set Billing Options.
5 Click the Billing Options tab.
6 Select Round time entries up to the next multiple of __ minutes.
7 Identify the next multiple of minutes that will be used to round up all time entries.
8 Click OK as applicable to exit the PCLaw Link setup screens.
40 PCLaw Link Setup—Rounding Option
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To Select the PCLaw Link Rounding Option at the User Level
1 On the main menu bar click File > Setup > General > User Level > Links > Billing.
2 Select Activate Billing.
3 Click Set Billing Options. The PCLaw Billing Options screen opens.
4 If you choose to use the default setting Use Program Level Settings, then no other Billing
Options can be selected. Click OK to close the PCLaw Billing Options screen.
5 If you select Specify Settings, you can select other PCLaw Billing Options (i.e., Round time
entries up to the next multiple of __ minutes) if not selected by default.
6 Click Ok as applicable to exit the PCLaw Link setup screens.
Exchange Server Synchronization—Password Change 41
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Exchange Server Synchronization—Password
Change
The Cannot connect to Exchange Server screen appears when Time Matters (Enterprise Edition Only) cannot log in to your Microsoft Exchange server using your stored Exchange account name and password. Usually this indicates that the password for your Exchange account has changed. For example, this might happen if your Windows login is used to access Microsoft Exchange, and you have recently changed your Windows password.
You must manually update the password stored in Time Matters so that Time Matters can log in to your Exchange account. While Time Matters is unable to log in to Exchange, your Time Matters Inbox and Calendar will not be updated with information from Exchange.
To Change Your Microsoft Exchange Password
1 If you attempted to log into Time Matters and the Cannot connect to Exchange Server screen
appeared to indicate that you cannot connect to Time Matters, perform the following steps.
2 On the Exchange Sync screen (shown below), enter your new Exchange password.
3 Click Test. A message box opens to confirm that the login to Exchange was successful.
42 Exchange Server Synchronization—Log File
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Exchange Server Synchronization—Log File
When Exchange Server Synchronization is run as a service, a log file named ExSync.txt is generated. The log file contains synchronization information and/or errors and is stored in the Logs folder (i.e., C:\Program Files\LexisNexis\Front Office Exchange Synchronization\Logs) as shown in the illustration below.
Note: By default, there can be ten files with a size of 1Mb each. A number will be appended to
Receiving iCal into the Time Matters Inbox 43
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Receiving iCal into the Time Matters Inbox
With the release of SR-2 for Time Matters 9.0, you can now receive iCal messages into the Time Matters Personal Inbox.
When you receive a new calendar message, the Personal Inbox list pane displays a new “Calendar Message” icon ( ) as shown in the illustration below. A “Calendar Message” is a specially formatted message from an external mail client such as Microsoft Office Outlook where the calendar event’s details are embedded in the message’s contents rather than sent as an attachment.
When previewing a message in the preview panel, the Add to Calendar button ( ) is
displayed in the lower right-hand corner of the list if it’s a “Calendar Message,” or an ICS file attached. Clicking the Add to Calendar button opens a new Event record with either the contents of the “Calendar Message,” or the contents of the first attached ICS file.
If you click the Attachment button ( ) on an open Email record, the Add to Calendar button
is displayed on the Attachments list at the bottom of the window.
Clicking the Add to Calendar button opens a ToDo form, which when it is completed, is added to your calendar.
