Automating Time Matters (06/20/2013-06/20/2013)

Seats Available: 12

  • Class: Automating Time Matters (06/20/2013-06/20/2013)
  • Date: 06/20/2013
  • Time: 1:00pm EST- 5:00pm EST
  • Class Type: Virtual Training
  • Registration End: 06/18/2013
  • Rating:Rating


Are you familiar with the basic workings of the Time Matters® software and have a solid foundation of actionable knowledge but now want to dive deeper? Do you want to streamline firm workflow? Have you been asked to create reports but are not sure where to begin? In one live, instructor led session, you will go beyond the basics and see the advanced functions of Time Matters like merge templates, setting up chains and triggers, integrating with Outlook, and creating custom reports. Support documents are included and can be downloaded in advance.

Topics Include:

Time Matters® Document Assembly
• Create documents using Time Matters® and common document creation tools such as Microsoft Word and Word Perfect
• Create merge and formattable clipboard templates
• Explore Time Matters® document sharing features
• Identify the document collaboration and sharing features in Time Matters®

Time Matters® Calendar Automation
• Applying triggers and chains
• Use of AutoEntry forms
• Outlook integration with Time Matters®

Time Matters® Reporting
• Designing custom reports such as case management reports and contact phone books
• Save report criteria for future access
• Printing address labels and envelopes

Time Matters® Customization
• Setting up codes to categorize the information entered
• Changing the look and feel of the program
• Changing the way data entry screens display based on these categories

Many states accept eLearning classes for CLE credit. Please check this link to see the details regarding your state:

*CLE hours may be available based on state and timeframe. Please contact if you are interested.


  • Rating  Covered a lot of material - but was organized in focus.~~Instructor was knowledgeable - patient. Good teaching personality.
  • Rating  I had an excellent instructor with clear, concise instructions and advice. He was very engaging and helpful.
  • Rating  Very informational and a tremendous help in learning our products
  • Rating  Loved this session. Please notify our firm of any TM courses as they become available
  • Rating  It was very comprehensive and personalized. I appreciated the one on one nature of the course and the fact that I could ask questions as we went along
  • Rating  This was very useful. Loved our trainer.
  • Rating  The software is very effective and has a lot of facets that are beneficial to the enduser no matter their level usage.
Price: $325.00

Class Information

    In this virtual workshop, you will gain the ability to use more of the advanced features of Time Matters®.