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Exceed client expectations and manage a more efficient, profitable practice by having a single view of clients and matters at your fingertips.
Time Matters and Billing Matters Have a New Name and a New Look!
Why the New Names?
LexisNexis is keenly focused on helping firms succeed in the business and practice of law—including comprehensive front-office and back-office practice management. This strong commitment is reflected in the new names Lexis® Front Office powered by Time Matters® 9.0 and Lexis® Back Office powered by Billing Matters® 9.0 .
These next-generation solutions provide scalable, streamlined, robust tools to help you get a clearer view of your practice, increase productivity and profitability, and achieve new levels of client satisfaction.
Make the most of these enhancements and new features:
- Track information that’s important to you—such as firm assets or litigation damage—using five new user-definable record types.
- Improve collaboration and ease schedule management by adding up to 100 staff members on calendars, events and forms.
- Get new staff up to speed more quickly with an updated interface, new setup wizards and intuitive navigators.
- Gain enhanced management reporting with Lexis Back Office powered by Billing Matters 9.0, including more detailed trust accounting reports; receipt allocation reports displayed by fee allocation and working attorney; and archived records with billing reports(†).
- Save valuable time and work more effectively with an enhanced Task Panel, improved Power Views and the ability to display multiple main toolbars simultaneously.
- Simplify archiving of multiple matters and associated records with the new Archive Wizard.
- Use tools built for today’s technology with optimization for Microsoft® Windows Vista® and a stable, robust system that can take your practice into the future.
Top Reasons to Upgrade
to Lexis Front Office powered by Time Matters 9.0
Scalable, streamlined, robust
The practice management tools in Lexis Front Office powered by Time Matters 9.0 are scalable, streamlined, intuitive, flexible and robust—and they come with an updated interface. Here are the top enhancements:
1. Five new user-defined record types enable you to create record types for what you want to track. For example, you can create an Assets record type to manage your firm’s assets or a Damages record type to collect and maintain information about damages collected, as well as those outstanding after you’ve won your case. |
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2. Extensive usability enhancements
- New Task Panel makes it easy to work with your records, navigate between record types and complete work more quickly.
- Seven new wizards help you set up complex, powerful functions by walking you through basic setup: Staff Setup, User Setup, Security Profile Setup, Class Code Setup, Email Setup, Quick Tab Setup and Record Review.
- Five new default security profiles—Administrator, Billing Administrator, General User, Power User and Temporary Staff—are available on install, making it easier to put security and privacy in place for your firm’s data.
- Security profiles now have an “exceptions” tab available for more finely tuned control over access to your data.
- Ability to display multiple main toolbars simultaneously enables you to set up and then show both your matter management and billing toolbars at the same time.
- Improved Power Views
- Updated Interface
- Ability to right-click to mark items as “Done” from Related Records sublists makes it easier than ever to get a centralized view of where a case, matter or contact stands.
3. Capacity for up to 100 staff members applies to Calendar, Events and all forms (up from a previous maximum capacity of six). This new feature allows you to associate up to 100 staff members to selected records.
4. Enhanced archiving process includes prompts about whether you wish to archive any supporting date-related record types. This simplifies and centralizes administration of your records. Prompts warn you about incomplete items and allow you to opt them out of the archive or cancel the archive process altogether.
5. Better automation with enhanced Triggers enables field-level conditions to allow context-sensitive activities: When a field changes from blank, when field text is changed, or when a record is added, a field gets populated. For example, you can now automatically send a message to your file clerk to close a file if the “close file” date is completed. Or you can prompt your staff to begin your client intake process when a contact class code changes from “prospect” to “client.”
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6. Reengineered Microsoft® Exchange server synchronization
- Run synchronization on a machine other than the Exchange server
- Sync with more than one Exchange server (for firms that have users distributed across multiple servers)
- Run sync as a service
- Synchronize contacts to your Outlook contact folder
| 7. Improved CaseMap® link enables you to send multiple case/matter records and research results to CaseMap 7.5 case analysis software. This can make it even easier to work with larger volumes of data with less effort and lower risk of errors and oversights. Select multiple records at one time—for example, all the contacts or key documents affiliated with a particular case—and send them to CaseMap at one time. |
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8.
Updated, more powerful search tool helps you conduct effective Conflict of Interest and Global searches.
9. Updated Contact, Matter and Personal Journals
- Contact and Matter Journals let you show related Contacts or Matters.
- Personal Journal now offers Class Code filters for Contacts and Matters to let you further customize your view of what you monitor. It also shows only items in review that are still incomplete.
10. Auto-complete from the Contact and Matter Regarding line is now available for Search, Billing and Reports to make it faster and easier to search and filter. Minimize mistakes and see the results you were looking for.
Reasons to Upgrade
to Lexis Back Office powered by Billing Matters 9.0
The intuitive, flexible and robust billing and accounting tools in Lexis Back Office powered by Billing Matters 9.0 come with an updated interface and include most of the enhancements listed above that come with Lexis Front Office powered by Time Matters 9.0, plus:
Billing Enhancements
- When you create and deliver bills using the automatic e-mail function, the tool now has flexibility to look up e-mail addresses from contact or matter records.
The e-mail memo message can now be customized, along with the ability to set a default classification code to help you easily find classification codes.
- AutoTXT expands to Quick Item entry and Transaction records.
Now when entering time or expenses using the Quick Item entry screen―or when entering transactions such as payments, credits or trust activity―you can use AutoTXT codes to make the process of entering time quick, consistent and accurate.
- You can streamline your prebills with more flexibility for printing.
For example, exclude page breaks and create a bill from the Matter billing sub tab by tagging the specific time or expense entries and selecting Create Bill from the Matter toolbar, billing only the entries you have hand selected.
Reporting Enhancements
- Trust Reporting
—In addition to the trust activity reports, you can now run trust reports with beginning and ending balances specific to date ranges. In this way, you can include detail activity or run a summary trust report with balances by Matter for a specific trust account or for all trust accounts.
- Receipt Allocation by Fee Allocation Report
—This report will allocate receipts based on the fee allocation method for the Originating or Responsible attorney on the matter’s billing preferences and allocate the remaining receipt based on the overall receipt allocation method. For example: X matter attributes 10% to the Originating attorney and 20% to the Responsible attorney. The firm allocates all other receipts by the working staff. If the matter was billed at $1,000, and $1,000 was received, $100 would be allocated to the Originating attorney; $200 to the Responsible attorney and the remaining amount to all of the billers who worked on this matter for this bill, prorated by fees billed.
Lexis Back Office powered by Billing Matters 9.0 Enterprise Enhancements include:
- Archived records that can now be included on billing reports, such as: effective bill rates; productivity and profitability; recap of hours; staff overhead analysis; timesheet reports; and write-up/write-down reports
- New Ascending/Descending options and additional sorts for the Receipt allocation reports
Important Notice for Version 6 Users of Time Matters/Billing Matters
Effective December 31, 2007, we will no longer support Version 6 of Time Matters and Billing Matters. This decision is in keeping with our official support policy, which stipulates that we will offer full support for three versions: the current version and the two previous versions. Live-Answer Support Plans for customers running Time Matters and/or Billing Matters Version 6 will be honored for the duration of the plan.
or call 800.328.2898, ext. 2.
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or call 800.328.2898, ext. 2
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