Your awesome database had better let you generate and capture documents and other file types that can be quickly retrieved. Here is a great example of what it means to let the software generate your filing system and put documents at
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Awesome Documents – easily capture, track and share any file
Google Forms into Time Matters – WHAAAT?!
Your asking “how can I get a client or prospect to provide me with information that can go directly to my database?” Maybe you want an intake form, survey or more detailed information for a matter. Well, here you go. Create
Read moreClients’ intake form creates new matter in Clio
Put your clients to work—they complete & submit a Google Form, and voila, the info is zapped to your awesome database. You’ll get an email telling you of the submission, and the matter is automatically created in Clio. What!? Watch the video. https://youtu.be/G7aAsE8dymE
Read moreClio Contacts – name fields your way – searches you can use
Some grumbles about Clio and other software systems arise over what fields are available for contact names. What, first and last name only? What about a middle initial or suffix? How am I going to get formal or informal address names—how
Read moreEmail Overload – Part 2
Time Matters got it right with managing email—it integrates with Outlook, files your email and attachments and gets it out of your Inbox. See for yourself. https://youtu.be/4gTD9M5dmjk
Read moreOverwhelmed by email?
My awesome database mantra is Capture|Track|Share. How much time do you spend managing email and the attachments that pour into your inbox daily? Do you have more than 10 emails in your inbox at the end of the day? Are
Read moreTime Matters – Shortcuts, Tips and Tricks
LexisNexis asked me to host one of their Feature Friday webinars. It was a fun hour of things you may not know Time Matters can do. It was well attended by a national audience and the feedback was great.
Read moreClients invest in their most valuable asset and receive huge ROI
If you are in the service business, your most valuable asset is you and the people in your organization. Yesterday, several of my clients made investments in their people. How? They sent them to a software training webinar. What they
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