Define who can access the file only the contact(s) associated with the matter, anyone with the same domain as the contact(s) or everyone

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William McCormick
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1 Time Matters and Billing Matters 13 Obtaining the software Time Matters is available via the download link that appears in your product key . For assistance, please visit the Time Matters Support Center, contact your LexisNexis CIC (Certified Independent Consultant), or call LexisNexis Technical Support at Before you install Be sure to do the following before installing version 13. Perform a complete backup of your Time Matters data files and documents. Close Time Matters and all open applications on your computer. If [you or your firm] are using Juris Mobility along with Time Matters Mobility, you may experience a loss in functionality with Time Matters Mobility after installing Time Matters 13. To avoid this issue, first uninstall [Juris] Mobility and then install Time Matters 13. Once you have successfully created your Time Matters 13 database, re-install [Juris] Mobility. What's new in this release Time Matters 13 The following features and enhancements are new in Time Matters 13: Client Portal Online File-Sharing A new, integrated client portal, powered by technology from WatchDox, lets you share your Time Matters documents online with clients, experts, and other third parties. This file-sharing portal helps you control and protect your shared files by allowing you to: Define who can access the file only the contact(s) associated with the matter, anyone with the same domain as the contact(s) or everyone Determine what they can do with the document view, print or download Prevent screen captures of the file by displaying only small areas at a time Identify the timeframe that they can access the document Track the file s whereabouts at all times and maintain an audit trail for compliance purposes Revoke access to files anytime Contacts are notified of shared files by and can view the files from any Internet-connected computer, smartphone, or tablet. 1 of 5

Before you install Be sure to do the following before installing version 13. Perform a complete backup of your Time Matters data files and documents.

2 Automatic Data Backup Time Matters 13 lets you schedule and automate backups of your Time Matters database and Time Matters shared file directory to help protect you from the unexpected. You can specify a time of day for the backup that s convenient for firm members, and the backup frequency. You can also perform a manual backup at any time. Usability Improvements The following usability improvements provided in Time Matters 13 can help you work more efficiently in the software. Sort records by date and time in the Contact Timeline, Matter Timeline and Attachments List to make the most recent items likely the ones you re looking for readily accessible Color-code matters within the calendar to easily identify related tasks and events, as well as visually remind you about the billable time you ve worked throughout the day Be more productive through improved Messenger performance Take advantage of all the changes and improvements in new releases sooner with a simpler process for new server and workstation installations Billing Matters In preparation for the December 31, 2013 discontinuation of Billing Matters Accounting (Billing Matters Plus) support, the following features have been removed from the Billing Matters 13 software: Accounts payable Chart of accounts Vendor lists and 1099 reporting Check-writing (if link to third-party accounting software is not enabled) Bank reconciliation Financial reporting Journal entries The following features remain in the Billing Matters software: BillFlow Manager Time and expense capture Payment, deposit, credit and write-off transactions Check-writing (if link to third-party accounting software is enabled) Billing Trust accounting Standard reports for billing, setup and transactions Chart of accounts fields (linked only if the link to Intuit QuickBooks software is enabled) Other Enhancements Certification of Microsoft Windows Server 2012 environments 2 of 5

Usability Improvements The following usability improvements provided in Time Matters 13 can help you work more efficiently in the software.

3 Issues addressed Time Matters 13 The following issues have been addressed in Time Matters 13: Auditing The Audit log now captures all changes made to any staff member, regardless of where their name falls in the list. Billing Matters When you minimize the Timer window after selecting a start time on a billing matter, the timer now keeps an accurate duration count. Calendar/Scheduler/Docketing When you select a specific Custom Header Color, that color is now applied to the events and todo's on the classic calendar. CaseMap Integration When you click on the ellipses button in a Contact Linked File, the contact form Change window now opens instead of displaying an error message. Create Bills When you uncheck the "Do Not Print Default Bill Message" in the Billing Preferences > Messages tab window, the Default Billing Message now prints on the bills. Document Automation/Creation/Management The "Read Only" document status is no longer being removed by Time Matters. Exchange Sych Microsoft API limitations in the Exchange Configuration Utility limits the number of allowed fields to match. The field matching windows for Event and ToDos have been resized to accommodate the available options. Imports Property files that have been customized in a previous version of Time Matters are now properly copied to the Property table during an import from the prior version to Time Matters 13. Juris Link When adding a Client/Matter in Juris and running a manual sync, the sync completes successfully. The new Client/Matter now shows up as Record Added and appears on the Matter List. Lexis Research The application no longer crashes if using Internet Explorer 9 and clicking on the "Open lexis.com" icon for Lexis Research forms in the Add Record window. 3 of 5

Calendar/Scheduler/Docketing 4920481 When you select a specific Custom Header Color, that color is now applied to the events and todo's on the classic calendar.

4 PCLaw Link If you create a new contact and matter with no staff on the contact, and then save it to PCLaw, the application no longer changes the staff value from blank to something else. When you have the PCLaw link turned on and you change the date in a custom field in the Matter or Contact window, you are no longer prompted with a Record Changed by Another User message. After performing a PCLaw data conversion, the correct alternate billing address for the matter from PCLaw is now displayed on the matter in Time Matters. Process Menus When you process change the status field on a Billing item, the rate/price field now displays in Basic Billing, Juris Link, PCLaw Link, and QuickBooks. QuickBooks Link When errors occur while posting billing entries to QuickBooks, the sent date and status are no longer populated so that those entries can be re-posted to QuickBooks. Scanning When you scan a document or save a report as a PDF where the folder has a comma in the folder name, the saved file is now displayed with its proper file size. TM Connect When saving an attachment as a document from Outlook, the correct document is now saved with the correct file name. When document auto-naming is turned on in Time Matters, and you select to connect an as a document in Outlook (click the 'Connect As Document' button), the ".msg" file extension is now included in the file name. When using TM Connect to save an to Time Matters, junk characters no longer appear in the body of the record message. When you open an in Outlook, and use the connect button to open the form, the form no longer causes the Time Matters application to crash when you attempt to move the form window or copy and paste from the into the form. The "Recent" tab in the Lookup window now displays the recently used matters or contacts when using TM Connect to associate an with a matter or contact. 4 of 5

When you have the PCLaw link turned on and you change the date in a custom field in the Matter or Contact window, you are no longer prompted with a Record Changed by Another User message.

5 Plans for the future The following issues will be considered for inclusion in a future release. PCLaw Link When posting bills through TMConnect and sending them to PCLaw, customers may receive a 'PCLaw is initializing' message that does not go away. Time Entry Advisor Time Entry Advisor only handles records marked Billable. Time Matters for Microsoft Office When Time Matters is installed in a custom (non-default) folder, Time Matters for Microsoft Outlook will not function. Security When performing database management, additional capability to prevent non-administrative users from accessing Time Matters for Microsoft Outlook will be provided in addition to current capability that prevents access to the database from within Time Matters. LexisNexis, Lexis, and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. Time Matters is a registered trademark of LexisNexis, a division of Reed Elsevier Inc. PCLaw is a registered trademark of LexisNexis Practice Management Systems Inc. Microsoft, Outlook, and Windows are registered trademarks of Microsoft Corporation. Other products and services may be trademarks or registered trademarks of their respective companies. Copyright 2013 LexisNexis. All rights reserved. 5 of 5

Time Entry Advisor Time Entry Advisor only handles records marked Billable.

Additional values have been added to the Billing List Reports to allow for additional fields to be displayed on the report.

Additional values have been added to the Billing List Reports to allow for additional fields to be displayed on the report. Time Matters and Billing Matters 13.1 Obtaining the Software Time Matters is available via the download link that appears in your product key email. For assistance, please visit the Time Matters Support