From Arita's Desk

EXCERPTS FROM A.B. CONSULTING NEWSLETTERS

January 1998

Timeslips Case Management Links

Tired of entering client information in more than one place? It's time for you to take advantage of the links available between Timeslips and several popular case management applications. How it works. You enter client name, addresses, phone, matters and account numbers into one program and the link automatically copies the data to the other. Depending on the case management product, the link may be one way, moving data from case management to Timeslips, or two-way, originating in either program. Getting Started. There are several ways to start linking your case management data to Timeslips. If you're just starting with Timeslips and have data in a case management program, but no data in Timeslips, import all clients from your case software into Timeslips. If you have data in Timeslips, but no data in your case management program, use the link to import the Timeslips data into case management. For more selective linking, some applications let you designate a client as "linked" as you add or edit client records. Figure 1 shows these and other options on the Abacus Law Timeslips Link menu. Figure 1 - Abacus Law Timeslips Link Menu What about Slips? Amicus Attorney includes Time Sheets for recording slips in a way similar to TSTimer. Amicus users may enter time records in either Timeslips or Amicus. When you press the Post button, Amicus sends the time sheet entries to Timeslips for billing (Figure 2).
Figure 2 - Amicus Attorney Time Sheet

Time Matters includes a "bill it" option for tasks and appointment items (Figure 3).
Figure 3 - Time Matters "Bill It" Option With all these possibilities for integrating your Timeslips data with your case data, why waste time struggling to keep the two in synch? Take advantage of a Timeslips/case management link now. Call me for further information on the links mentioned in this article, or obtain a demo of the software.