TurboLaw Time and Billing 3.00 Released

TurboLaw Time and Billing - New Update AvailableThat’s right – TurboLaw Time and Billing Version 3 is here! This is without a doubt the biggest upgrade to TurboLaw Time and Billing we’ve ever released, and the list and scope of all the new features and improvements reflects that. Many of these new features were directly inspired by feedback we’ve received from our customers – and we thank you for that feedback!

We’re sure you’re going to love the new version of TurboLaw Time and Billing – here’s some of the biggest new features and improvements:

If you’re a current subscriber – or if you’re still in the middle of your free trial – you’ll receive this update automatically the next time you open the program.

Some of the other features & improvements we’ve made in this version are:

  • Added more bill templates formatted for multiple matter billing
  • Improved the “Getting Started” screen
  • Added an “Enter Starting Balance” button to allow for easy entry of a starting or previous balance for a client
  • Added an option to use Uniform Task-Based Billing Codes as categories
  • Added a “Open Recent” menu to the “File” menu to list the most recently opened database files for easy access
  • Added a “Last Billed Date” field to the “Edit Client” window
  • Changed the formatting when printing out a payment or a deposit so they can function as a “receipt”
  • Added a “How Do I…” menu with answers to common questions to the “Help” menu

We’ve also made a number of other small behind-the-scenes improvements & tweaks. For the complete list of all the features, improvements, changes, and fixes, you can click the Help menu and choose What’s New (after your program has been updated, of course).

As we’ve said, many of these features & improvements were due to feedback we received from our users – so if you have any thoughts, comments, or suggestions, we’d love to hear from you!

Automatic Payments

Another new feature coming with TurboLaw Time and Billing Version 3 (due out early in Spring 2014) is automatic payment application – that is, whenever you save a bill you will be prompted to apply payment (if money is available on a client’s account).

auto pay bill

With this new feature, whenever you save a bill, if there is an available balance on the client’s account (or in any retainer accounts), you will be prompted to apply those funds towards the bill. TurboLaw Time and Billing will draw from retainer accounts first followed by any other available payments, based on the dates the payments were received (oldest first).

This way, you’ll never accidentally forget to apply payment to a bill – just another way TurboLaw Time and Billing helps you keep your billing properly organized & prevent mistakes.

We’re very excited to bring you this and many other new features and improvements in TurboLaw Time and Billing Version 3! Stay tuned to our blog, Facebook, or Twitter for more details on what’s coming in this new version.

TurboLaw Time and Billing Version 3 is expected to be released early in the Spring of 2014 – if you’re a current subscriber, you’ll receive the new version automatically!

 

Payment Details on Bills – or, No More Statements!

One thing we’ve heard a lot from our customers is that they’d like to be able to show payment details or the details of payments received on a bill, instead of having to also print out a statement. And since we do listen to what our customers say, we’ve made this possible – starting in TurboLaw Time and Billing Version 3 (due out in early Spring 2014).

payment details on a bill

With this new version, we’ve added the ability to show details of any payments that were received (and applied to the bill) on a bill. These details appear in the body of the bill, as line items, just like time and expenses do.

payment details on a bill (printed)

You can control whether payment details are shown on bills on a bill-by-bill basis, and you can set whether the option is turned on by default for any new bills.

edit bill - payment details checkbox

You can also control the label used for payments, just like you can for time and expenses.

With this new payment details option, and with the related option for true retainer balances, the need to print or send statements to clients with every bill is greatly reduced.

We’re very excited to bring you this and many other new features and improvements in TurboLaw Time and Billing Version 3! Stay tuned to our blog, Facebook, or Twitter for more details on what’s coming in this new version.

TurboLaw Time and Billing Version 3 is expected to be released early in the Spring of 2014 – if you’re a current subscriber, you’ll receive the new version automatically!

 

 

 

Discounts on Bills: Coming Soon!

TurboLaw Time and Billing Version 3 is going to be coming out very soon, and one of the new features in this version is the ability to add discounts on bills!

discountNow you’ll be able to add a dollar amount discount to any bill, as well as give the discount a category, assign it to a staff member (if desired), and include additional notes about the discount. You can even add multiple discounts to a single bill if you’d like!

Discounts can be added while editing a bill, and they appear in the body of the bill as line items, just like time and expenses do. edit bill - add discount button

Of course, in keeping with TurboLaw Time and Billing’s philosophy of customization, you can change nearly every aspect of how discounts appear on bills, including the categories and group labels. For example, if you like you could rename “discounts” to “adjustments,” if that more closely describes how you plan to use them on your bills.

We’re very excited to bring you this and many other new features and improvements in TurboLaw Time and Billing Version 3! Stay tuned to our blog, Facebook, or Twitter for more details on what’s coming in this new version.

TurboLaw Time and Billing Version 3 is expected to be released early in the Spring of 2014 – if you’re a current subscriber, you’ll receive the new version automatically!

IOLTA Payments & Reports

TurboLaw Time and Billing Version 3 is coming soon, and one of the changes we’ve made in this new version is to enable the recording & reporting of payments from IOLTA accounts.

payment from iolta

Although TurboLaw Time and Billing isn’t an accounting program and doesn’t specifically keep track of your IOLTA account itself, it does allow you to track which of the payments you enter into the program came from an IOLTA account.

This way, TurboLaw Time and Billing can produce IOLTA-specific reports that will help make reconciliation easier.

iolta report options

We’re very excited to bring you this and many other new features and improvements in TurboLaw Time and Billing Version 3! Stay tuned to our blog, Facebook, or Twitter for more details on what’s coming in this new version.
TurboLaw Time and Billing Version 3 is expected to be released early in the spring of 2014 – if you are a current subscriber you’ll get updated to the new version automatically once it is released!

Separating Retainers from Payments

TurboLaw Time and Billing Version 3 is coming soon, and one of the changes we’re sure everyone will appreciate is the separation of retainers from payments.

Previously, “retainers” could be entered simply as “payments received in advance,” but there was nothing else to distinguish them from ordinary payments. Because of this, it was impossible to calculate and display an accurate “retainer balance” or “retainer amount remaining.”

retainer remainingWith Version 3 however, we’ve added the ability to set up separate accounts – including specific retainer accounts – which will allow the program to calculate and display accurate retainer balances. We’ve even added a new field for bill templates specifically for this value (and updated our built-in templates to use it).

Now you can easily have bills that show a retainer balance, without needing to resort to printing a statement or other more complicated methods.

We’re very excited to bring you this and many other new features and improvements in TurboLaw Time and Billing Version 3! Stay tuned to our blog, Facebook, or Twitter for more details on what’s coming in this new version.

TurboLaw Time and Billing Version 3 is expected to be released early in the Spring of 2014 – if you’re a current subscriber, you’ll receive the new version automatically!

Coming Soon: Trust & Retainer Accounts

TurboLaw Time and Billing Version 3 is coming soon (early Spring of 2014), and one of the biggest new features in this new version is the ability to set up separate “accounts” for your clients, such as trust & retainer accounts.

retainer accountThis new Accounts feature will allow you to enter and track deposits into the account, as well as payments (or withdrawals, depending on how you look at it) made out of the account.

deposit

Printing an account gives you a detailed overview of all activity on the account, including a complete list of all deposits & payments made to or from the account.

account details

Accounts also have their own independent balance – separate from a client’s overall balance. Combined with new merge fields for your bill templates, this allows you the flexibility to track & bill your clients however you want.

Accounts can be categorized as either retainer accounts, trust accounts, or general accounts. Setting an account as a “retainer” account causes it to be included in the calculation for the “retainer remaining” or “retainer balance” field which is now available for use on bills.

Of course, accounts are completely optional – you don’t have to use them if you don’t want to. But if you’ve always wanted more fine-grained control and detail for retainers or trust accounts, this new accounts feature will give you exactly what you’ve been waiting for.

We’re very excited to bring you this and many other new features and improvements in TurboLaw Time and Billing Version 3! Stay tuned to our blog, Facebook, or Twitter for more details on what’s coming in this new version.

TurboLaw Time and Billing Version 3 is expected to be released early in the Spring of 2014 – if you’re a current subscriber, you’ll receive the new version automatically!

 

The New Face of TurboLaw’s Support Website

TurboLaw’s support website has just received a new facelift and re-design – if you haven’t checked it out recently, now’s a great time!

TurboLaw's new support website

The new design simplifies the layout, making it quick and easy to get to the help content you need. The new “search” bar is featured prominently at the top of every page, and the search feature works even better than ever – searches for a single word or error message will now typically return exactly the one article that answers your question or describes how to correct a given error.

At the top of every page you can either submit a new support request or log in (if you’ve created an account before) to see your previous support tickets.

We’ve also updated and revised a lot of the help content on our site – including a number of new video tutorials to show you exactly how to use TurboLaw – to make it even easier to find the answers or get the help you need quickly & without a lot of fuss.

Our support website is of course open every day, 24 hours a day, 7 days a week – it’s great for those after-hours questions or problems. Whether it’s a question of “how do I…?” or a need for instructions on how to do something specific in the program, our help center has the resources you need, right at your fingertips.

What do you think of our new support website? You can let us know in the comments below, by email at support@turbolaw.com, or you can even submit a request on our new support site itself!

 

TurboLaw 3.10 Released

TurboLaw UpdateVersion 3.10 of TurboLaw Document Software has just been released, and although this is primarily a maintenance release, we still encourage all users to install this update as it becomes available. As long as you have a current TurboLaw Updates and Support subscription, you will receive this update automatically the next time you open TurboLaw (as long as you have automatic updates turned on).

This new version includes changes to how favorite documents work, so that if a document is removed or renamed (e.g., if a new revision comes out) in TurboLaw, the old document won’t still appear in your favorites – which will help prevent accidentally using the wrong revision of a form.

The biggest change, although not a visible one, is that TurboLaw now requires the Microsoft .NET Framework 4.0. The update will install this version of the framework if it is not already on your computer.

This change was made to allow TurboLaw to take advantage of some of the new behind-the-scenes features of this version of the .NET Framework in the future, which will be used for further enhancements to both speed and capabilities.

 

TurboLaw Time and Billing 2.04 Released

TurboLaw Time and Billing - New Update AvailableVersion 2.04 of TurboLaw Time and Billing has just been released, and although this is primarily a maintenance release we still urge all users to install it.

This latest version brings some improvements to the time & expense reports, so that they now include the notes/details in the report (similar to how they appear on bills).

Behind the scenes, some changes were made to prevent a rare and difficult situation where it was possible to over-pay a bill, as well as correcting a minor display issue with how a custom billing rate for time appears if the time entered as zero (0) hours.

The biggest change, although not a visible one, is that TurboLaw Time and Billing now requires the Microsoft .NET Framework 4.0. The update will install this version of the framework if it is not already on your computer.

This change was made to allow TurboLaw Time and Billing to take advantage of some of the new behind-the-scenes features of this version of the .NET Framework in the future, which will be used for further enhancements to both speed and capabilities.

As always, we welcome any thoughts or comments you have on TurboLaw Time and Billing – listening to our users is very important to us! You can reach us at suggestions@turbolaw.com or in the comments below.