Exercise – Billing with Time Matters

April 3, 2003

50 Points

1. Use the Windows Start menu to Open the Time Matters to the Training Mode. (Start, Programs, Time Matters, Training Mode).

2. Add yourself as a Staff person in Time Matters. (You may restore the backup disk you created last week or select Database, Staff to add yourself to the list.)

3. You are working on the Hellerman v Hellerman matter. Open the Matters list and highlight (do not open) this matter.

4. Press CTRL+SHIFT+N to open a Note form. Complete the form as follows. Skip any fields not listed here:

Date: March 25, 2003

Code: CASR

Description: Research Notes

Staff: you

Regarding: these boxes should have pre-filled with the client’s name, matter name and matter number.

In Area 4 (large memo box), type some detailed notes that might appear in a Divorce case file.

5. Click the Send to Billing button.

6. You should now have a Billing form open on your screen. Complete it as follows:

Date: March 25, 2003

Time: Use the Lookup Button next to the time and duration to set the start time to 8am and the end time to 10pm.

Select A107 for the Code.

Uncheck the Notify box, if checked.

Save and Close.

7. You have received a phone call from opposing counsel, Gino Augustino. Open the Matters list again and highlight (do not open) the Hellerman matter. Press CTRL+SHIFT+P to add a new Phone Call record.

8. Press CTRL+T to start the timer running on the Phone Call form.

9. Complete the form as follows. Skip any fields not listed here:

Code: OPC

Subject: Child support

Staff: you

Regarding: these boxes should have pre-filled with the client’s name, matter name and matter number.

In From: Use the lookup button to the right of In From to pull in Gino Augustino.

In Area 5 (large memo box), type a detailed description of your phone call with opposing counsel.

10. Press CTRL+T to stop the timer. Note how much time has expired. Uncheck the Notify box, if checked.

11. Click the Send to Billing button.

12. You should now have another Billing form open on your screen. Compete it as follows:

Duration (Box to the right of Time): Enter the amount of time recorded by the timer.

Code: A107

Uncheck the Notify box, if checked.

Save and Close

13. Print a Billing Listing for the Hellerman Matter as follows:

Open the Matter form for Hellerman

Click the Billing Tab

Click the Print button on the small toolbar on the bottom half of this window.

Select List Format – Custom

Preview and print the report.

14. Write your answers these questions on the bottom of the report:

1. Would you send this report to a client? Explain why or why not.

2. What is the value in having billing records that are separate from the original Note and Phone records?

3. What would you do to make creation of billing records in Time Matters more automatic?

15. Turn the report in before leaving.