Notes
Slide Show
Outline
1
Timeslips Overview

  • Early, affordable legal billing solution for personal computers
  • Popular with small law firms
  • Pop-up timer
  • Time and Expense Entry, Bills, Reports
  • Accounts Receivable (no check-writing or general ledger)
2
Timeslips Setup
  • Initializing the Database
  • Bill format and layout
  • Your firm
  • Your timekeepers
  • Security (optional)
  • Your clients
  • Your activities
    • Tasks (time)
    • Expenses (costs advanced)
3
Tracking your Time with Timeslips
  • Each attorney and paralegal should enter own time
  • “Slip” entry form
  • Task Codes
    • ABA Uniform Task Based Management System (UTBMS) Codes
    • Your firm’s codes
  • Slip list
    • Filter
    • View totals
    • Print
  • Timesheet – alternative interface for time entry
4
Tracking Client Expenses with Timeslips

  • Expense codes
  • Default quantity/price
  • Default description
5
Bills
  • Pre-Bill Report
  • Billing Assistant
  • Printing and “Approving” bills
6
Managing Receivables

  • Accounts Receivable Report
  • Payments, credits and other transactions
  • Retainers and trust (IOLTA) funds
  • Statements