Timematters and office procedures

This course covers the basic layout of Timematters and the most useful tools and tips for use in the office. The later lessons cover how we implement Timematters in our office and the relate office procedures.

TimeMatters Basics

Calendar view and options
Lesson 1 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Matters Records and List views
Lesson 2 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Contact Records and List views
Lesson 3 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Events and Todos and List views
Lesson 4 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Date Calculator
Lesson 5 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Scheduling Chains and repeating
Lesson 6 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Searching records
Lesson 7 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Form Styles
Lesson 8 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Email
Lesson 9 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Searching documents
Lesson 10 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Auto Txt
Lesson 11 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Formatable Clipboard
Lesson 12 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Alerts
Lesson 13 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Document merging
Lesson 14 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Messenger and notify
Lesson 15 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.

Using Matters in our Office

Opening Matters
Lesson 1 of 8 within section Using Matters in our Office. You must enroll in this course to access course content.
Documents
Lesson 2 of 8 within section Using Matters in our Office. You must enroll in this course to access course content.
Probate
Lesson 3 of 8 within section Using Matters in our Office. You must enroll in this course to access course content.
Guardianship
Lesson 4 of 8 within section Using Matters in our Office. You must enroll in this course to access course content.
Estate Planning
Lesson 5 of 8 within section Using Matters in our Office. You must enroll in this course to access course content.
Medicaid
Lesson 6 of 8 within section Using Matters in our Office. You must enroll in this course to access course content.
Litigation
Lesson 7 of 8 within section Using Matters in our Office. You must enroll in this course to access course content.
Closing Matters
Lesson 8 of 8 within section Using Matters in our Office. You must enroll in this course to access course content.

Contacts

Form Styles
Lesson 1 of 4 within section Contacts. You must enroll in this course to access course content.
Adding and Managing Contacts
Lesson 2 of 4 within section Contacts. You must enroll in this course to access course content.
Spouses
Lesson 3 of 4 within section Contacts. You must enroll in this course to access course content.
Organizations and Corporations
Lesson 4 of 4 within section Contacts. You must enroll in this course to access course content.

Events and ToDos

Referral Todos
Lesson 1 of 4 within section Events and ToDos. You must enroll in this course to access course content.
Codes for Events
Lesson 2 of 4 within section Events and ToDos. You must enroll in this course to access course content.
Scheduling people and resources
Lesson 3 of 4 within section Events and ToDos. You must enroll in this course to access course content.
Managing Todos
Lesson 4 of 4 within section Events and ToDos. You must enroll in this course to access course content.

Billing

Billing concepts
Lesson 1 of 6 within section Billing. You must enroll in this course to access course content.
Billing from other records
Lesson 2 of 6 within section Billing. You must enroll in this course to access course content.
PreBills and Invoices
Lesson 3 of 6 within section Billing. You must enroll in this course to access course content.
Bill Flow manager
Lesson 4 of 6 within section Billing. You must enroll in this course to access course content.
Timesheet and daily management
Lesson 5 of 6 within section Billing. You must enroll in this course to access course content.
Expense Entries
Lesson 6 of 6 within section Billing. You must enroll in this course to access course content.

Email

Internal email
Lesson 1 of 3 within section Email. You must enroll in this course to access course content.
External email
Lesson 2 of 3 within section Email. You must enroll in this course to access course content.
Attachments
Lesson 3 of 3 within section Email. You must enroll in this course to access course content.

Documents

Saving from other programs
Lesson 1 of 1 within section Documents. You must enroll in this course to access course content.

Course Information

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Course Instructor

Lance McKinney Lance McKinney Author

TimeMatters Basics

Calendar view and options
Lesson 1 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Matters Records and List views
Lesson 2 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Contact Records and List views
Lesson 3 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Events and Todos and List views
Lesson 4 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Date Calculator
Lesson 5 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Scheduling Chains and repeating
Lesson 6 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Searching records
Lesson 7 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Form Styles
Lesson 8 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Email
Lesson 9 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Searching documents
Lesson 10 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Auto Txt
Lesson 11 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Formatable Clipboard
Lesson 12 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Alerts
Lesson 13 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Document merging
Lesson 14 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.
Messenger and notify
Lesson 15 of 15 within section TimeMatters Basics. You must enroll in this course to access course content.

Using Matters in our Office

Opening Matters
Lesson 1 of 8 within section Using Matters in our Office. You must enroll in this course to access course content.
Documents
Lesson 2 of 8 within section Using Matters in our Office. You must enroll in this course to access course content.
Probate
Lesson 3 of 8 within section Using Matters in our Office. You must enroll in this course to access course content.
Guardianship
Lesson 4 of 8 within section Using Matters in our Office. You must enroll in this course to access course content.
Estate Planning
Lesson 5 of 8 within section Using Matters in our Office. You must enroll in this course to access course content.
Medicaid
Lesson 6 of 8 within section Using Matters in our Office. You must enroll in this course to access course content.
Litigation
Lesson 7 of 8 within section Using Matters in our Office. You must enroll in this course to access course content.
Closing Matters
Lesson 8 of 8 within section Using Matters in our Office. You must enroll in this course to access course content.

Contacts

Form Styles
Lesson 1 of 4 within section Contacts. You must enroll in this course to access course content.
Adding and Managing Contacts
Lesson 2 of 4 within section Contacts. You must enroll in this course to access course content.
Spouses
Lesson 3 of 4 within section Contacts. You must enroll in this course to access course content.
Organizations and Corporations
Lesson 4 of 4 within section Contacts. You must enroll in this course to access course content.

Events and ToDos

Referral Todos
Lesson 1 of 4 within section Events and ToDos. You must enroll in this course to access course content.
Codes for Events
Lesson 2 of 4 within section Events and ToDos. You must enroll in this course to access course content.
Scheduling people and resources
Lesson 3 of 4 within section Events and ToDos. You must enroll in this course to access course content.
Managing Todos
Lesson 4 of 4 within section Events and ToDos. You must enroll in this course to access course content.

Billing

Billing concepts
Lesson 1 of 6 within section Billing. You must enroll in this course to access course content.
Billing from other records
Lesson 2 of 6 within section Billing. You must enroll in this course to access course content.
PreBills and Invoices
Lesson 3 of 6 within section Billing. You must enroll in this course to access course content.
Bill Flow manager
Lesson 4 of 6 within section Billing. You must enroll in this course to access course content.
Timesheet and daily management
Lesson 5 of 6 within section Billing. You must enroll in this course to access course content.
Expense Entries
Lesson 6 of 6 within section Billing. You must enroll in this course to access course content.

Email

Internal email
Lesson 1 of 3 within section Email. You must enroll in this course to access course content.
External email
Lesson 2 of 3 within section Email. You must enroll in this course to access course content.
Attachments
Lesson 3 of 3 within section Email. You must enroll in this course to access course content.

Documents

Saving from other programs
Lesson 1 of 1 within section Documents. You must enroll in this course to access course content.
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