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Time Matters - PCLaw - Billing Matters - Browser Edition - HotDocs

Total Practice Advantage HotDocs issues

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Linda C Jones Posted: Wed, Feb 6 2008 10:10 PM
With TPA, we have access to online templates that are pre-customized for Time Matters. When we click to use one of these it is downloaded. After use, it goes away.

Because we long ago customized our TM Matters form, the content of the fields is not vanilla. In consequence, the wrong data gets filled into the generated document.

It seems that the operation of these templates falls into a black hole somewhere between TM development and HotDocs. After bouncing around between the two for a couple of hours yesterday afternoon, we acquired the information that the field matching is hard-coded. It cannot be changed for us, because that would affect everyone else negatively. Of course, we would not request a change to the hard coding.

It would be good to have some sort of user-controlled cross-reference wherein the fields could be remapped. We understand how to do this for our inhouse-developed templates using the hot docs template extensions.

I wonder if any of the CIC consultants has looked at this and perhaps come to some solution.

It looks like, if we want to use the templates as intended, we'd have to go through an arduous change to our data to put things in the expected fields. At this point, I am unsure what other unwanted consequences would come from that or whether it would be worth doing. The customizations go back to an early version of TM.

Your thoughts would be much appreciated.

Linda
Time Matters Enterprise 9 / Total Practice Advantage 9 / Hotdocs 2007
Linda C Jones Winter Hill Associates New York, NY
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