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Subscribe to the Fleming & Curti, PLC, Time Matters listserver (and/or other technology-related lists):
Time Matters tips, suggestions and forms (from earlier versions of Time Matters--mostly TM4 and TM5)
AIC Andrea Giltner has graciously agreed to share a "Document Management Reference Guide" she prepared for a client to help staff members understand how to implement and use the document management features of Time Matters.
At a March, 2003, seminar in Atlanta (just before the release of Time Matters version 5 and the concept of Power Views, which makes some of the information here archaic), Time Matters users with an elder law orientation met and shared form styles and practice ideas. A few of those shared with participants included:
- Fleming & Curti form styles
- The prize-winning submission (as determined by seminar leader Tom Rowe, based on creative and well-documented use of Form Styles) from Osterhout & McKinney, PA, a Fort Myers, Florida firm
- Christine Gilsinan, a lawyer and Time Matters AIC from St. Louis, Missouri
- Raymon Harvey, a Little Rock, Arkansas elder law attorney
- Hill, Glowacki, Jaeger & Hughes, LLP, in Madison, Wisconsin
- Patricia Nelson-Reade, from Portland, Maine
- Oast & Hook, PC, a Portsmouth, Virginia firm
- Wesley Wright, of Wright Abshire in Houston, Texas
Several sample form styles, including Decedent's Estates, Estate Planning, Guardianship/POA, Long Term Care (courtesy of Helen Cohn Needham in Falls Church, VA)
More sample form styles, including Estate Planning (Matter and Contact) and Probate (Matter), these from Encinitas, CA, estate planning lawyer Merwyn Miller
Dennis Toman (from North Carolina) has set up the clipboard and his Contact form style to automate the sending of an initial appointment confirmation (with appropriate attachments) to new clients. He does not use the Calendar to do so, since his firm (as of this writing) is still using another program for calendaring. Here are the screen shots and instructions for his office's automatic letter generation.
Richard Marx, a Phoenix-area internet consultant, has provided a basic template to get you started with an office procedures manual
Here is the Time Matters/Timeslips interface instructions page from Fleming & Curti's intranet (note: since this interface instruction, Fleming & Curti has abandoned Timeslips in favor of Billing Matters--and never looked back. Thank goodness Timeslips is no longer the only available option).
Do you have original material (seminar presentations, judicial decisions, articles, etc.) or TimeMatters™ screen shots or procedures which you would like to make available to colleagues? E-mail me with your submission as an attachment.
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