Monthly Archives: July 2012

It’s Like a ‘Get Out of Jail Free Card’ for Tech Support

Posted on July 27, 2012 by psadmin

Tom I just wanted to let you know that JP was able to clean up all of the mess I created for Time Matters and restore my database despite the fact that I had accidentally deleted all of my backups. … Continue reading →

Posted in linkedin, Technology, Time Matters | Comments Off

Time Matters Linked to WDATS

Posted on July 16, 2012 by psadmin

Linking Time Matters and WDATS Wealth Coumsel Asset Transfer System

Posted in Uncategorized | Comments Off

Timing Is Everything – ‘AMP’ re-instatement 35% discount in July

Posted on July 7, 2012 by psadmin

Heads-up – if your  firm is using  an older version of Time Matters or Billing Matters, thru July 31, you can  receive a 35% off the re-instatement portion of the upgrade charge.  For example, we quoted a 14 user firm … Continue reading →

Posted in Uncategorized | Comments Off

How to Use Time Matters to Track and Manage New Business in Estates and Elder Law

Posted on July 6, 2012 by psadmin

The advantage of tracking new business in a program like Time Matters is the convenience of entering data in one central program, capturing and organizing information needed for reports, as a natural by-product of other standard activity.  Essentially, the key … Continue reading →

Posted in linkedin, Managing Relationships, Marketing, Prospects, Referral Sources, Time Matters | Comments Off

Backups: DD + I = S@N ( Due Diligence + Insurance = Sleep at Night)

Posted on July 1, 2012 by psadmin

I’d like to point out the need to set up a protocol to check what’s on the backups since there are common errors.  Obviously, you should have backups both on-site, for fast local restore, and backups off-site, for ‘geo-redundant’ safety. … Continue reading →

Posted in cloud computing, linkedin, Technology | Comments Off