Description
and Overview http://www.premiersoftware.com/timematters/Civil.htm
See
it On-line: Schedule 15-30 Minutes Web
Based Demonstration
E-mail: Request a
Demonstration or
Call: 856-429-3010
Supported by Premier Software – Time Matters AIC and Developed
by Monogram Legal Solutions Inc.
Resources
for Training
General
Time Matters Training
Feature
Package Training
|
Time Matters
|
CLFP Feature Package for Time
Matters
|
|
Time
Matters Training Guide and Workbook
$40.00
Self-Paced Student User
Manual
-
195 pages of Step-by-Step
Instruction
Level
One: 2 hours of self
paced instruction Chptrs 1-6
Level
Two: 2-3 hours self paced instruction Chptrs 7-12 Level Three:
Sample Advanced Features 13-15
Note:
Special Section includes many advanced features applied to Statute
Date Reporting
|
Civil
Litigation Feature Package Manual
Self-Paced
Feature Package Manual
Approximately
80 pages including description of customized screens, automated
records, available document templates.
Also,
includes the Feature Package Tutorial
|
|
Manager’s
Guide (Free)
Implementation
Planning Guide System Management and Administration.
A copy available by contacting
Support at
Premier Software
Time
Matters General Training and Full Utilization Consulting Available
On-site or On-line
www.premiersoftware.com
|
Recommended - On-line Training and Support
The
best results and the most effective use of your time will most
likely involve the assistance of a Time Matters specialist (AIC)
familiar with the CLFP feature package.
*
A special offer to ATLA members provides a one time, initial support
pack of three pre-paid hours for the price of two. ($270.00)
|
The
Feature Package IS the fastest, most cost effective method
for customizing Time Matters for a Civil Practice.
The
Feature Package IS NOT a substitute for a basic a
understanding of Time Matters fundamentals.
Training
/ Implementation
Recommended
Schedule with Estimated Minimum Time Requirements
|
Civil
Litigation
Feature Package Implementation
|
Self
Paced with User Manual
|
With
On-line Assistance*
|
|
Planning
|
|
.5
- 1.0 Hour with Primary Attorney
Planning Session - Utilizes 20
Topic Time Matters Discussion Outline for optimizing CLFP and
Time Matters
|
|
Install Transfer File and
Initial Orientation
|
Read Getting Started;
Install the feature
package transfer file; Read the approximately 30 pages of
Introduction, Design Philosophy; Review the Customized Screens
which are the foundation of the feature package
|
1-2 Hour – Primary Attorney and
Manager
Installation of Transfer File and
CLFP system overview
Determine Plan for data conversion
Determine Plan for Training
|
|
Understanding Features and
Automated Workflow
|
.5
- 1.0 hour –
Read
the Functionality section. This
identifies the feature package “Triggers “ that automate
workflow.
|
2-3
Hours with Staff
Working
with CLFP
Customized
Form Style Screens
Review Triggers/Automated Tasks
Delegation of
Assignments (Todos’s)
Working with Document Templates
|
|
Training
|
1.5 – 3.0 hours
–
Self Paced Tutorial
Enter New Matters,
Enter and Track Discovery,
Enter and Report on Medical
Records, Working with Document Templates
|
2-3
Hours with Staff
Tracking
/ Reporting on Discovery
Tracking
/ Reporting on Medical
Modifying
Document Templates
Using
and Modifying Triggers
|
|
Enabling Triggers and Automated
Records
|
1.0 – 3.0 Hours
Enable all triggers at once or
enable selectively.
|
*
We highly recommend some level of training and support. We
work using web based screen sharing software. The e-mail below
illustrates the effectiveness of Premier’s on-line support
|
Feature
Package Case Study / Testimonial:
Success with Knowledgeable On-line Support
This is a
great example of how a feature package combined with on-line support can
be combined to achieve a customized solution with a reasonable investment
of time. The text of
this e-mail was posted on the NAELA list serve.
-----Original
Message-----
[mailto:bounce-members-72960@lists.naela.org]On
Behalf Of Jane Skelton
Sent:
Wednesday, June 05, 2002 9:08 AM
To: NAELA
Members
Subject:
[members] RE: TimeMatters -- The First Step (s)
Renee,
Funny you should ask .... Just
last week, with the assistance of Tom Caffrey of Premier Software (who sat
at his computer in New Jersey and worked via the internet with our system
here in Bangor, Maine) we installed and then customized to our liking the
Matter forms in the Elder Law/Estate Planning Feature Package sold through
Time Matters and by Tom, its creator.
Last week, we also learned about TM's formattable clipboard for
creating routine letters. Fabulous.
We took the dramatic but delightful step of junking TimeSlips.
We are now just going to use TM for billing.
This is going to sound like a commercial (a very long one), but here
goes
...
Working with
Tom was great! How did I know
to hire him? I met him at the
Symposium in Baltimore. I
have attached at the end of this message to you, my e-mail to Tom after my
return from Baltimore. I
share it because it may give you an idea of what our TM goals were when I
first consulted him. Also
attached is his response to me. Since
then, we had 3 sessions, once a week for 3 weeks, and then for each of the
4 work days last week for about 2 hours a day.
There is NO question in my mind that we never could have learned what we
no
know without Tom's assistance. But
now I know all I need to know to create the rest of our Matter forms and
Clipboard documents. Tom is
going to help us incorporate Hot Docs in July, and as of September 1, we
are going
paperless (thanks in great part to the enthusiasm Ron Fatoullah, an
admitted
non-techie). (I haven't
decided yet, but I think we are going to half-adopt EEPDS.
I hope that is not like being a little pregnant.)
To address your questions, yes, we now have different forms for different
categories of matters. Second,
I hesitate to share the first 5 because they are probably copyrighted or
something. But I'll be happy
to share the SNT/DIS Matter form which we will probably create in the next
few weeks.
We struggled
with the question of what to use for an intake sheet.
We have customized the Matter forms in hopes that the Primary
screen asks all the necessary questions at intake.
When in doubt, the
receptionist is to initially use the Matter form, and we can easily
correct that later.
Only now that we have gotten this far do I see how useful different Matter
forms can be to use as an easy reference while the matter is open but,
more so, as a database for all sorts of things after the matter is closed.
Are you asking the right questions to get started?
Yes. If you haven't
done so already, you should get rid f pink telephone slips and use Time
Messenger. You should also
store your documents to Time Matters.
That will make you dependent on the software and motivated to learn
more.
Renee, if
you'd like, please call me. You
might be able to tell that I am
pretty enthused at the moment. (Admittedly,
my head was spinning in the middle of last week.)
We could even do a conference call with your law clerk and my
assistant.
Jane Skelton
Below is a
copy of the message I sent to Tom C. upon my return from the
Symposium. You can decide for
yourself whether you are where we were when I wrote that in April.
Dear Tom,
I was one of
several people crowding around you after Tom Rowe's session and
again after
the EEPDS demonstration. I
want to order some of the software your firm has developed, and I am also
considering the possibility of inviting you to Maine for 2 or 3 days to
help us make our system function as
well as we are dreaming it might.
First, let me introduce us. I
have been practing here in Bangor for 13 1/2
years, the first 13 of them at a "large" firm (by Bangor
standards). About 4 years ago I started to focus my practice in elder law
and soon realized that a large firm is rarely a good fit with elder law.
I sensed that if I
had the freedom to build a system and sufficient staff I could be a
better, more efficient lawyer and provide significantly higher quality
services to our clients.
Last November, my long-time assistant and I struck out on our own.
I have
hired a part-time assistant as well, and we work on a 3 computer
peer-to-peer network with (as of last November) start-of-the-art
computers.
I learned about Time Matters through other NAELAns and I attended a
introductory session with Robert Fleming and Christine Gilsinan last
November. At the same time, I
pre-ordered Tom Begley's EEPDS. At
the end of November, a local TM consultant joined us during the first week
of our
firm and worked with us for 3 days on Time Matters.
Unfortunately, several things are still unresolved, like linking
Time Matters and Timeslips, but I am hoping he will return and help us
with that. More important, we
are using only a small portion of the potential of Time Matters and we
have not begun to incorporate EEPDS.
I sense that
your firm may be able to bring us closer to our goals of
quality and efficiency. I am
also interested in moving toward "paperlessness."
Certainly,
our distance from one another is a challenge and an expense, but
I suspect that your previous work with elder law attorneys and Begley's
EEPDS may make any added expense actually a prudent investment on my part.
Where do we
go from here? Would the next
step be a proposal for software
and consulting services?
Thank you for your time and your thoughts.
Skelton
TOM'S RESPONSE
Dear Jane,
Thank you for your thoughtful e-mail. It was quite the stampede after Tom
Rowe's
session.
I really do want to come to Maine. (Last time I was there I kayaked the
Kennebec and also made it out to Monegan island.)
However, we should
first try out our on-line approach since it most likely
will be more
cost effective. I have a
meeting in Philadelphia this morning so I'll try to call you later today.
We simply need to run through a brief Time Matters planning process to a)
determine
and priortize your needs and b) show you want we have available for your
consideration. Once this is
done we can work through our punch list of items in an orderly manner.
Our concentration with Time Matters and our sub-specialization with
certain
practice
areas has allowed us to
develop some time savings configurations of Time Matters.
In addition to me, our team of Time Matter specialists includes
Denise Novello and John Papasadora who are both excellent resources
for you.
Thanks again.
Thomas E. Caffrey
-----Original
Message-----
From:
bounce-members-72960@lists.naela.org
[mailto:bounce-members-72960@lists.naela.org]On
Behalf Of
RLovelace4@aol.com
Sent:
Tuesday, June 04, 2002 6:43 PM
To: NAELA
Members
Subject:
[members] TimeMatters -- The First Step (s)
I have hired a law clerk and chained him to the computer until we
have TM up
and running.
Although I've gone to trainings and sent my legal assistant to
trainings and we know more than we can use, we are not TM operational--and
need to be.
Here are the hurdles (and the concommitant requests for help, of
course):
1. The
Contact Form = step number 1. But
it's best to customize it.
For
each type of client.
Without getting immersed in TM, how do you
customize it?
Has anyone customized the forms for different
types of clients?
Would you be willing to share your customized
Contact Forms?
Do you have a client intake sheet that is
parallel to the Contact Form?
Do you have a client information sheet that is
parallel to the Contact
Form? (and has anyone customized the forms for Begley's system
yet?)
Other Step #1's -- the Matter Form (s) and the
Classification Codes.
Any suggestions for customizing those?
Are these the right questions to get started?
For
information call 856-429-3010
or
e-mail tcaffrey@premiersoftware.com.
All Materials© Copyright 2002, Premier Software -
NJ, Inc.
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