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TimeSolv Makes Complex Client Billing Simple

For some attorneys, timekeeping and billing is not complex at all. But those attorneys are few and far between. For the rest of us, time tracking and invoicing can be a complex issue that feels like a slog. TimeSolv’s timekeeping & billing software for legal can simplify some of these processes. Take a look at some of the features TimeSolv has to offer below.

It’s not always easy, or fun, to follow-up on unpaid invoices. Often, we only find out when we go to do more work for our clients. With TimeSolv, you can set-up invoice payment reminders to go out automatically. Move your clients forward with gentle reminders and collect more of your accounts receivable.

Even better than sending invoices and waiting to get paid, however, is autopay. With TimeSolv, you can save your client’s credit card information and they can pay with the click of a button—or, in some cases, automatically. 

Check out the video below to learn about some of the advanced legal billing features TimeSolv has.

TimeSolv Demo Video

How to Get It

Ready to learn more? Check out our full review of TimeSolv. There you will find community reviews, additional demos, features charts, and more. Remember that Lawyerist subscribers get additional discounts through the Affinity Benefits offered by our partners.

TimeSolv Saves Hours with Advanced Billing Features

Timekeeping and billing can be a huge time commitment for solo practitioners and law firms alike, which is why we recommend using timekeeping software to help make those processes more streamlined. And while timekeeping software can save hours of administrative work, there are always ways to make your time in that sphere more efficient. Utilizing features like speech-to-text, paperless pre-billing, split-billing, invoice automation, expense tracking, and a client portal not only cuts down on time spent on these tasks, but also helps keep your billing manager happy. Even if that’s you, who wouldn’t want features to make life easier?

TimeSolv Features for Advanced Billing

Speech-to-Text 

Most people can speak faster than they can type, which makes it all the more helpful when you can dictate your time without having to type. When recording your time, rather than typing “phone call with client,” which leaves out a lot of detail, you can dictate to your timekeeping software, “had a phone call with a client where we discussed next steps and approach on [insert discussion item relating to matter].” Speech to text helps you be more specific in how your time was spent without needing to spend that much time to do it and can give your eyes some screen reprieve during your day.

Paperless Pre-Billing 

Pre-billing, while important, can be an extremely time-consuming process, especially for firms that still do this process manually and paper-based. First, the draft bills need to be printed, then routed to the reviewing attorney, then the attorney’s notes need to be deciphered, the bills changed, and so on. This is a cumbersome process and can also introduce potential privacy complications. Going paperless with pre-billing allows firms to save paper, review bills and make edits more quickly, and better ensure the clients’ privacy.

Split Billing 

If you’re working on a matter where you need to split your invoice ten different ways, needing to make a single edit or correct a single mistake can send you back to square one. But, if your timekeeping software has a sophisticated split billing feature, making edits is only a matter of a few clicks. With a true split billing feature, you could split invoices by hours, amounts, or split hours, then calculate amounts for each client (which is especially helpful if you have set rates for different clients). And if you’ve made an error while splitting, you can unsplit to make corrections, then split again. This feature can be a huge time-saver, especially if you’re splitting a matter between dozens of clients.

Invoice Automation 

Generating invoices may require calculating your time or rate differently for each client or matter, printing out the invoice(s) in different formats, creating invoices individually, sorting invoices by the attorney, etc. With an invoice automation feature, you’ll be able to set-it-and-forget-it just the one time or create invoice narratives, depending on the type of invoice, on the matter, client or firm level, then generate hundreds of invoices specific to attorneys or clients or matters with just a matter of clicks. Then, you can download in single or multiple files for pre-billing, filing, printing out or emailing to clients, or whatever else you need. Invoice automation helps create a better overall billing process for your firm.

Expense Tracking

In addition to tracking billable, non-billable, and no-charge time, your timekeeping software should also be able to track expenses. Attorneys should look for timekeeping software that allows them to set up recurring expenses on matters, upload receipts, attach those receipts to invoices, and monitor those expenses through reports or dashboard view. 

Client Portal

Once invoices are sent, clients need to pay. Having a client portal makes it easier for clients to view details on the work your firm has done for them, which means saving time on responding to routine questions on billing. Your clients should be able to create an account to view their balance, old invoices, attached expense receipts, work in progress, and even pay their bills through the client portal. Client portals are a great self-service way to interact with clients to offer a polished, secure, and professional experience. 

How TimeSolv Can Help Your Firm Save Time

Saving time is not just about having features like the above. You want a robust and powerful timekeeping software that allows you to input granular detail on the client, matter, and timekeeping level whether you’re offline, on-the-go, or in the office, add your firm’s customizations and logos, apply interest, have built-in trust accounting, be able to generate different invoice formats (hello LEDES!), and run business intelligence reports and analyses to see how your firm’s time is spent, among other things. 

Keeping track of all these items can quickly become complex, but TimeSolv makes it easy. With impressive and powerful features, like the ones mentioned above, add-ons, a user-friendly dashboard, and integrations with other software like Microsoft 365, Xero, and DropBox, TimeSolv is arguably one the most comprehensive cloud-based timekeeping and billing software out there. 

Signing up for TimeSolv not only gives you access to a functional and powerful software, but you also get a personal account manager. In addition to having access to TimeSolv’s support team, vast resources, and training sessions, you’ll also have a dedicated person to help guide your through integrating and migrating your firm’s historic data from whatever system you’re currently using to TimeSolv, help you input your firm’s abbreviations, logos, and current invoices, and help you get your account set-up so you’re ready to go from day one. 

Demo Video

The team at TimeSolv recently gave us a demo of their timekeeping software, its features, and how it can save law firms hours. Take a look at the video below to see a walkthrough they provided our Legal Tech Advisor, Zack Glaser.

How to Get It

If your law firm wants to learn more about TimeSolv, contact them at timesolv.com and get a free personalized demo. You can also sign-up for a 30-day free trial: no credit card needed.

Want to learn more about TimeSolv? Check out our full review, where you can see a features list, other demo videos, and community comments. Remember that Lawyerist readers get an affinity benefit through the review page.

TimeSolv’s New Roll-Out, Zero A/R, Makes Collecting Payments Easier for Lawyers

Getting paid and reimbursed by clients can be one of the biggest pain points in a lawyer’s practice. It can be time-consuming to keep up with, awkward to follow-up on, and often doesn’t feel like ‘practicing law.’ TimeSolv understands this about collecting payments, and has focused many of its latest features on just that.

Collect Client Payments Faster in TimeSolv with Zero A/R

Zero A/R is a term TimeSolv uses to describe features intended to reduce your law firm’s overall accounts receivable. But really, it’s a relationship you create with your clients. TimeSolv just gives you some hard-to-find tools that make the relationship work.

First off, not only is your firm able to save credit card information into the system, but TimeSolv also allows you to accept eChecks and save ACH information for your clients. Which, in-and-of-itself, would speed up any firm’s client payment collection process. Yet, TimeSolv goes a step further and lets your firm process these payments in bulk—after you get consent, of course.

Split Billing with TimeSolv

Sometimes, we have hard to bill expenses or services, where multiple clients are responsible for payment. These situations can often be time-consuming, or, all too often, written off as more troublesome to collect than they are worth. With TimeSolv’s split billing features, you can distribute the responsibility across as many clients as you need. You can even bill different rates or create discounts for individual clients in the group.

Never Lose Hard Costs and Expenses with the Two-way Quickbooks Sync

Many Quickbooks travel in a single direction, so your chosen application will talk to your accounting software, but the accounting software won’t talk back. This can be problematic when tracking hard costs and expenses paid directly from the accounting software. TimeSolv’s two-way Quickbooks sync allows your firm to import those expenses, allocate them to a client (or multiple clients as above), and easily get reimbursed.

Take a look at our demo video to see some of these features in action.

How to Get it

Ready to learn more? Head over to Lawyerist’s review of TimeSolv to see a full list of features, integrations, and community commentary. Or, if you’re ready for a trial, check out TimeSolv.com.

Log Time Directly in Outlook with TimeSolv

You use Office 365, and you use TimeSolv. Isn’t it time to use them together? With its new Office 365 integration, TimeSolv helps you spend less time entering data and switching between applications and more time on what’s important to you. You’ll easily be able to enter your time through your Outlook email and calendar with just a few clicks. 

Details

Simply download the TimeSolv add-on for Office 365 to start. Once installed, click on the top right dots to open the TimeSolv integration. A time entry box will open where you’ll be able to start automatically tracking the time you’re spending on emails, or manually enter time later for any matter you’d like. You’ll also be able to link your time to a specific client or file, list the bill type, and enter a description for that time entry. 

TimeSolv email screenshot

Once the entry is saved, it automatically syncs with TimeSolv and that matter file so you won’t have to enter time twice. 

You’re also able to automatically track calendar events as billable time when you create that event from Outlook. Just click on “New Event,” then “More Options” to access TimeSolv. From there, the same TimeSolv box opens with the event creation box so you can set appointments and track your time simultaneously.

TimeSolv meeting screenshot

To help you save even more time, TimeSolv’s abbreviations function is also available within Outlook. The abbreviation function allows you to create a list of custom abbreviations, either for yourself or your firm, so you’ll only need to enter a few letters, hit the spacebar and have TimeSolv auto-fill the rest. And if you forget any of the abbreviations you created, just hover over the document icon for your list to pop up. After all, who wants to type out “Conference Call with Client” when you can just type “cc”? 

TimeSolv screenshot

How to Get It

TimeSolv is a cloud-based software well-suited for attorneys seeking a straight-forward yet comprehensive time tracking, billing, and document management solution. To learn more about TimeSolv, its new Office 365 Integration, or to start a free 30-day free trial, visit TimeSolv.com today!