CIC Solutions Forums: Unanswered Threads

Forum Closing November 30, 2012

Thomas L. Rowe, Esq. (Tom) — Mon, 19 Nov 2012 15:58:13 GMT

For the past decade, Time Matters Certified Independent Consultants (CICs) have administered and moderated this forum for providing solutions to Time Matters, Billing Matters, and PCLaw users' problems. It's been a great run, but even good things come to an end. Effective November 30th, we are no longer accepting posts to this community.

LexisNexis is now hosting a Law Firm Practice Management community that will serve the needs of Time Matters, Billing Matters, PCLaw and Juris users. To join, go to pmcommunity.lexisnexis.com. In the new community you can ask questions of the LexisNexis team, get answers from other users and CICs, submit your suggestions, access product help documentation and get the latest updates on product news and releases.

While the old forums will stay active as a "read-only" resource for a time, over 3,000 topics posted to the old forums have been copied to the new community. The old topics are all dated 10/1/2012 and are marked: Historical Forum Content. You can search using a single term or narrow your search using multiple words (not case-sensitive) in quotes, for example: “tm mobility”. There is a wealth of information in these posts.

Anyone can read and search the new Community without signing up, but we encourage you to sign up so that you, too, can post questions, ideas, and answers.

Wells and I want to thank all the CICs who have volunteered so much of their time to assist the end users, especially the CIC moderators. This has been an invaluable resource for many Time Matters, Billing Matters, and PCLaw users, and it would not have worked without their dedication to assisting our community of users.

We look forward to seeing you in the new LexisNexis Law Firm Practice Management Community. (pmcommunity.lexisnexis.com)

Wells Anderson and Tom Rowe
CICs and Forum Administrators

Forums Closing effective November 30, 2012

Thomas L. Rowe, Esq. (Tom) — Mon, 19 Nov 2012 15:55:56 GMT

Forums Closing effective November 30, 2012

Thomas L. Rowe, Esq. (Tom) — Mon, 19 Nov 2012 15:50:25 GMT

Forums Closing effective November 30, 2012

Thomas L. Rowe, Esq. (Tom) — Mon, 19 Nov 2012 15:49:42 GMT

Forums Closing effective November 30, 2012

Thomas L. Rowe, Esq. (Tom) — Mon, 19 Nov 2012 15:45:32 GMT

Lost TM (v10) integration in Outlook (v10)

Richard J Erickson — Thu, 15 Nov 2012 23:15:50 GMT

A customer reported that she lost her TM (V10) button in Outlook (V10).

They tried the standard workstation level unchecks/checks which didn't solve it.

They looked in COM Add-ins and couldn't find LN anywhere (active or disabled).

I asked them to Add adxloader from the COM Add-ins screen, but when they double clicked on adxloader from the LN directory they received a message that they had to exit Outlook (v10). Kind of a catch 22 as they need to be in Outlook to add this dll. They had to cancel Outlook from task manager.

Wondering if I'm missing something here in terms of righting this ship?

TM Save Adobe files

Richard J Erickson — Mon, 22 Oct 2012 12:30:51 GMT

Hello everyone.

I'm wondering if the following rings any bells. I have a cllient (TM V10) who after issuing an Adobe TM Save goes to the Matter and when he tries to open it gets a "blue ?". His assistant successfully saved the Adobe files but the attorney spent a lot of time thinking he was successfully saving them, when in fact he wasn't.

Invoice List: Invoice Status shows as "Posted" instead of "Billed"

Jennifer Ahrens — Wed, 12 Sep 2012 16:33:23 GMT

We have some invoices that show the "Invoice Status" as "Posted" where as the vast majority of our invoices show the "Invoice Status" as "Billed".

How do we change the invoices that show as "Posted" to show as "Billed" instead ?

Thanks.

Messenger Questions

Charlotte — Thu, 23 Aug 2012 16:02:43 GMT

Our firm just upgraded to 11.1 and I have a couple of messenger questions/issues:

1. Have the options to set the messenger preview/pop-up notification opaqueness been removed from the program?

2. On 1 computer (XP Pro - fully patched), the pop-up notifcation flashes but contains no text, while the actual messenger message does have a message. This is an intermittant issue. The virus scanner has been excluded as a cause. I'm wondering if it might be an NVIDIA driver conflict. Anyone seen this issue before?

Thanks for your thoughts.

Charlotte Drew
Drew & McCallum
Houston, Texas

Time reduction

Kris L — Tue, 21 Aug 2012 18:08:52 GMT

I need a report (or combination) for time reduction by client, then timekeeper. I do not want the time reduction kept as WIP or to show on the invoice. What is the most efficient way to do this? Thanks -

Kris Losee

New Orleans, LA

Time Matters 10 and Word Perfect

docleroux — Tue, 05 Jun 2012 15:45:02 GMT

I have recently taken over IT support for a law firm. Currently, the firm is using TM10 with Hotfix1011. They are using Word Perfect 9 which I understand is unsupported.

Their current machines have Win XP, TM10, WP9. When a new case is opened they merge info with a WP 9 template. It works great for what they need to do.

The problem is we are upgrading all machines in the firm to meet the requirements of TM11. We are also converting all templates to MS Word templates as we have Win 7, TM10, Office 2010, and WP9 on the new machines.

I need a temporary fix to be able to use the macro for WP9 on the new machines. I understand this is unsupported but currently It performs one function that the firm needs to complete.

I was given the Registry entries for newer versions of WP but I think it is different for WP9.

Any help to get through until we finish the upgrade would be appreciated.

Time Matters and Small Business Phone System with Outlook Integration

Tom Caffrey — Wed, 23 May 2012 15:44:37 GMT

Anyone have a recommendation or advice for a good small business phone system that may be integrated directly with Outlook/Exchange (indirectly with Time Matters).

HTML e-mail, blue text, and attached graphics

Joseph Nierenberg — Tue, 08 May 2012 02:24:44 GMT

After a dozen or so years, I am throwing in the towel about using only plain text for e-mail. The world may be misguided, but I'm joining 'em :-)

I have two questions for which I cannot find answers. Assume that e-mail options (ver. 10) are set to show HTML always, both incoming and outgoing; that "safe view" is toggled on; and that I have a default signature, which is set to be included on replies/forwards as well as originating outgoing messages.

1. Replies and forwards show the signature in blue, and there is no way to start a black line above it. (Moreover, there is no way to set the color of text that originates in the TM e-mail.) I cannot be sending blue messages. How are people avoiding this?

2. The width of the signature block wrecks the line endings if I try to put a signature in a table, even with # 2 text. So I'd like to see whether it would work to put the sig in a small image that is sent along with the message. (I don't want to put in a src link that goes to the 'net.) How, if at all, can one set a default by which the program always sends a particular image file; and how does one code a reference to that file? Is there a better way to do this?

Thanks.

Template Spacing

Scott W. — Fri, 06 Apr 2012 13:35:55 GMT

We are using SQL 11.0. Our issue is the spacing between date entries on our invoices. If the description is only one line, there is a space between it and the next entry. However, if the description is more than one line, there is no space between the entries. Any suggestions on how to edit the template to add a space when the description is two or more line? Thanks.

Templates & Token Definitions

MLF — Wed, 28 Mar 2012 16:36:59 GMT

In response to my request for a list of definitions of the tokens available in Template Editor, I am advised by PCLaw support that

"Unfortunately, no such list exists. We suggest contacting a Certified Independent Consultant for assistance customizing your template(s)."

This is great news for CIC's, but not so much for new users seeking documentation and/or assistance.

I have experience in designing templates in several other software programs and believe I could handle custom billing templates for my small law firm.

Does anyone have such a definition list available? (Mind boggling that it is not available from the software source.)

TimeMatters Datalink Capabilities

aaron.bickle — Tue, 27 Mar 2012 19:31:09 GMT

Version: TM10

Operating System: Windows XP

Firm Name: Beaumont, Gitlin, Tashjian

Name: Aaron Bickle

I am currently doing research on the capabilities of the TimeMatters Datalink for integrating with a 3rd party application. The technical support staff at Lexis Nexis has directed me to download the tmdatalink.chm, but have not been able to answer some of my more specific questions. After reviewing the tmdatatlink.chm file, it does not appear that the datalink allows for the editing of billing objects. The purpose we are trying to accomplish with the integration is the import/export of fees. While TM does allow for the import of data through a CSV, we are hoping to be able to accomplish this task by establishing a direct link. Does the datalink have the capability for creating, editing and saving billing objects and fee data, or does this have to be handled through the import of a CSV file.?

Thank you in advance for any assistance.

MS Word Merge Template Issue

dchenkin — Mon, 19 Mar 2012 15:37:05 GMT

TM 10.0 SP3

Windows /SBS 2011

Clients = Win7 and XP

I have an interesting problem that is not specifically a Time Matters issue but I am hoping someone may have some advice.

Over the years I have created numerous MS Word Merge Templates. Using these templates has made creating of motions, discovery demands, responses, and the like very convenient and of course consistent firm wide. The templates were originally created with Word 97, 2000, or 2003.

Recently we upgraded two clients to 64 bit Win7 machines with MS Office 2010. When merged documents are created on those clients, older clients’ w/XP and Word 2003 cannot open the file. What happens on the older client is a window opens asking the user to select the proper coding to convert the file. This has not been a problem with clients that are 64 bit Win 7 and have Office 2007.

When setting up these new clients I originally had Word 2010 default save as docx. Thinking there was an issue here I installed the latest file conversion utility from Microsoft, but that made no difference. I then changed the default save to .doc files but even that didn’t work. What I discovered in troubleshooting the problem was that if I go to the new client, open the newly merged document and do a Save As and save it as a .doc then the file can be opened on the older clients. In the course of my troubleshooting I also discovered that Word documents created via the clipboard do not suffer this same odd issue. I then tried opening a merge template on the new client and doing a Save As to a .doc file but that did not solve my problem.

I am hoping that someone else has come across this and found a solution that I am not thinking of.

Thanks,

David Chenkin

Paralegal

Marshall & Marshall

Jericho, NY

Billing for a major client

Lisa Elliot — Mon, 12 Mar 2012 12:38:53 GMT

We have a new client for whom we are billing a flat rate per month for all of their matters (there will eventually be a couple hundred matters). The lawyers want two separate clients for two different types of matters, all to be billed under the one monthly retainer fee. Is there any way to do this, other than to charge a flat rate of $0.00 for one client and the retainer fee for the other? I seem to recall something called "master client" in an older version, but I don't see anything like that now. Using v. 11.0 SP2. Thanks for any suggestions.

PCLaw Problems

Virginia Funderburgh — Wed, 07 Mar 2012 22:12:16 GMT

Has anyone had a problem with billing in PCLaw not applying payments? I have used the program since 1999 and suddenly the network is slow; even though I have purged entries each month. Running xp on desktop and data resides on Server with Windows 2003.

Billing Matters 11 Manuals

Leslie Hennessy — Tue, 27 Dec 2011 20:12:43 GMT

http://www.plummerslade.com/viewcontent.asp?sectionID=451259&subsectionID=346751

Plummer Slade's Billing Matters training manuals and training guides have been written by Billing Matters Certified Independent Consultants. Our Billing Matters Certified Independent Consultants install, implement, train, and support Billing Matters daily and are aware of what it takes to train Billing Matters. Our team of experts work on the Billing Matters training manuals and training guides continually, making sure that the manuals are easy to use for both instructors and students and that they are high quality. The step-by-step instructions and excercises are written in such a way that a classroom of students can follow them and also an individual learning the software.

Time Matters 11 Training Manuals

Leslie Hennessy — Tue, 27 Dec 2011 20:06:30 GMT

http://www.plummerslade.com/viewcontent.asp?sectionID=451259&subsectionID=346734

Time Matters® 11.0 Basic - If you are an existing Time Matters user or just getting started, you will benefit from this training manual. It explain how to enter, edit and delete contacts, cases/matters, events and to-do’s. You will learn how to work with calendars and how to schedule events/to-do’s for individuals and groups. You will also learn how to print calendars, generate basic reports and how to search the database for the information you need.

Time Matters® 11.0 Intermediate - This training manual covers note records, phone records, mail records, how to manage and link documents. You will learn how to design lists that meet the specific needs of your firm and print reports. Learn to create fax cover sheets, envelopes and other document templates using the formattable clipboard and merge features.

Time Matters® 11.0 Advanced - This training manual is excellent for users who are responsible for Time Matters at their firm and covers the more advanced features of the software. It explains how to setup staff, groups, security, classification codes, and other Program Level functions, in addition to advanced scheduling features, such as repeating events, timetable, triggers and chain templates. Also, you will learn how to create auto entry forms, customize user fields, create form styles and custom forms

Work In Progress Report Entries

Laura Evelle — Wed, 02 Nov 2011 22:29:54 GMT

Using PCLaw 11.0 there were time and disbursement entries on the work in progress report to be billed, that are now to be written off instead. I created bills for these charges (3 different matters and clients) and zeroed out the amounts to bill and charged the costs to bad debts accounts. Zero invoices were generated however I now have entries for the original time and disbursements and matching offsetting credit entries still sitting on the work in progress report. Is there any way to remove these offsetting entries from the report while retaining the trail on PCLaw?

Christine Elliott, Solicitor

Vancouver, BC

Alternate Billing Rates

Hassan Maje — Tue, 13 Sep 2011 17:40:35 GMT

Can a matter that will be billed in phases/stages be assigned rates for each category of lawyer and for each stage?

For instance a matter will progress in stages and it has been agreed that in stage 1 our fees will be capped at a certain value. In stage 2 the partners will bill at a certain rate, associates will bill at a certain rate. In stage 3, the partners rates changes and also the associates rates changes.

How can the above billing arrangement be accomodated in PClaw?

Billing Matters is "Sunrised"

Thomas L. Rowe, Esq. (Tom) — Mon, 15 Aug 2011 22:04:03 GMT

Great news ... LexisNexis sunrises Billing Matters.

Several years ago, a previous management team made the decision to "sunset" Billing Matters. This meant that it would be supported for several years before the ending its life cycle. While the decision might have made some business sense at the time for LexisNexis - they had just purchased Time Matters/Billing Matters and PCLaw, both of which provide legal time, billing and accounting functionality - it left a lot of Time Matters and Billing Matters users disappointed to say the least. While the time and billing functionality of Billing Matters had its warts, the fact is that for a majority of users it was a solid billing system with the key advantage of being integrated directly into Time Matters.

For several years Time Matters certified consultancies like those who volunteer on this list, as well as many Billing Matters users, lobbied hard for the Billing Matters sunset decision to be reversed. For our Billing Matters clients, we are glad to announce that Billing Matters has been "sunrised" and will continue to be sold, maintained and improved by Lexis. We look forward to continuing to work with the development team at Lexis to improve Billing Matters' functionality.

For additional information:

FAQS:
http://www.lexisnexis.com/law-firms/pdf/tm-bm-faq-2011.pdf

General Information:
http://www.lexisnexis.com/law-firms/practice-management/specialized-law/time-matters.aspx?content=for-customers

Billing Matters is "Sunrised"

Thomas L. Rowe, Esq. (Tom) — Mon, 15 Aug 2011 20:43:18 GMT

FAQS:
http://www.lexisnexis.com/law-firms/pdf/tm-bm-faq-2011.pdf

General Information:
http://www.lexisnexis.com/law-firms/practice-management/specialized-law/time-matters.aspx?content=for-customers