Client intake is the foundation of a great attorney-client relationship, but many law firms struggle with inefficiencies in this process. From tracking leads to onboarding new clients, traditional methods result in wasted time, lost opportunities, and frustration.Using client relationship management (CRM) software, such as a legal practice CRM for lawyers, can transform your intake process

TimeSolv’s Scheduled Reports feature can save you time and effort by automating your reporting process. Instead of manually running reports every week, you can schedule them to generate automatically. Here’s how you can ensure your scheduled reports always pull the correct date range: Setting Up Weekly Scheduled Reports 
When configuring your scheduled report, selecting

3. Receive robust performance reportsUnderstanding the success of your law practice requires detailed performance analytics. Legal billing software for solo practitioners makes this accessible through reporting tools that help you track key performance indicators such as your billable hours, firm expenses, received and pending client payments, and overall profitability per case. With these

In the billable-hour world of law practice, time management for lawyers is more than just a skill worth developing—it’s a key to survival. Good time management can mean the difference between a thriving practice and one that struggles to get by. When lawyers and law firms manage their time well, they are more productive, work

This week, let’s talk about Non-Billable Matters—those projects that don’t add to the revenue stream but still need to be tracked, tweaked, and sometimes tidied up. If you’ve got a pile of non-billable entries cluttering your system, we’ve got the tools to help you clean up like a pro! Where to Go
Navigate to Clients

Do you have a growing list of active matters that’s starting to feel overwhelming? TimeSolv’s Active Matter Admin feature is here to help you stay organized and efficient. Users can sift through all the active and inactive matters to keep the business organized. Here are some tips to get the most out of this essential

Past Due Invoice Email Templates for 30-, 60-, and 90-Day Intervals

Whether you’re reaching out for the first time or following up multiple times, using well-crafted templates can save you time and set a clear tone. 
Here are some templates to help:
 
30-Day Past Due Reminder
Subject: Friendly Reminder: Invoice # [Invoice Number] Now

Paralegals typically supplement a lawyer’s efforts when preparing for cases, taking on tasks like drafting legal documents, and conducting client interviews, among many others. But these are not the only matters you concern yourself with. A crucial part of a paralegal’s role is taking the administrative load off the team’s plate. This includes client billing