TurboLaw Time and Billing 3.07 Released

TurboLaw Time and Billing - New Update AvailableSummer is here and to celebrate we’ve got a new version of TurboLaw Time and Billing with a whole host of new features and improvements. As usual, many of these new features and improvements are based directly on feedback we receive from our users. If you have an idea or suggestion or even just a comment on TurboLaw Time and Billing, we’d love to hear from you – we really do listen to what our users say so we can make the best time and billing program for you!

  • Added an explicit way to issue a refund for a payment or retainer
    • refund paymentWhen editing a payment or retainer, there is now an explicit “refund payment” button that will record that you’ve refunded the specified funds and mark them as no longer available. We’ve also added reports so that you can track refunds that you’ve issued as well.
  • Added a prompt offering to automatically pay a bill (apply payment) when entering payments
    • When entering a payment, when you click “Save” you will receive a prompt allowing you to automatically pay any open bills using the funds you just received. This is just like the prompt that appears when you save a bill (and can be turned off with the same option, if desired).
  • Added the ability to create copies of (or “clone”) bills
    • If you regularly bill clients for the same set of activities, you can now “copy” (or “clone”) a bill so that you don’t have to enter all the time & expense items over and over again. You can copy a bill in its entirety, as well as copy all of the items from a bill into a new bill. Once you’ve copied a bill this way you can also edit or delete items if needed.
      copy bill
  • Added the option to show reports of client balances as of a specific date
    • The “Client Balances” report now has the option to show balances “as of” a specific date, so that you can see what your client’s balance was in addition to what it is right now.
  • Added an “as of” date option to reports
    • as of dateThe option to show reports “as of” a specific date is also available to other reports as well – any report that can be filtered by date can also be set to show its results as of a specific date.
  • Added a field that can be added to bills to show “previous payments” (i.e., payments since the last bill)
    • Useful for those who do monthly billing but prefer not to print statements, you can now customize your bill template and use this new field to add a “previous payments” line to your bills, showing the dollar amount of any payments received since the previous bill.
  • Improved performance of long-running operations (e.g., saving or merging) when using certain database file formats
    • Some users with very large databases (lots of clients, bills, time entries, etc.) will appreciate how much faster it is to perform certain operations thanks to a number of behind-the-scene improvements and optimizations we’ve made. Specifically, saving your database file in a different format and merging two databases together will now be significantly faster.
  • Improved the display of matter names in the “Create Statements” window
    • Previously, matter names were simply listed as-is in the “Create Statements” window (if you were creating statements for matters). Now, client names are shown as well to help distinguish matters.
      statements for matters

In addition, we’ve also fixed the following minor issues:

  • Prevented bills with negative amounts from being accidentally created
  • Fixed the formatting on the “remittance” section of some bill templates
  • Fixed an issue where creating a new bill would show “orphaned” or “left-over” items from previously deleted bills (until you selected a client)
  • Fixed an issue where the drop-down list for staff members in the “Enter Time” window wasn’t refreshing if you added or deleted staff members
  • Fixed an issue where the Next/Back buttons in the “Edit Bill” window weren’t properly showing the next/previous bill
  • Fixed an issue where reports that were “grouped by date” had an extra comma in the subtitle
  • Fixed an issue where the “Edit Staff” window could not be resized and sometimes some toolbar buttons would not be immediately visible as a result
As always, we welcome and value your feedback – if you have any thoughts, questions, or comments, please don’t hesitate to let us know!

Updated Subpoena for Rule 45

As many of you already know, an update to Rule 45 affecting subpoenas in Massachusetts recently took effect.

We have added an updated subpoena to TurboLaw which complies with this – in TurboLaw it is listed as “Subpoena Duces Tecum and Proof of Service” and can be found in the following categories:

  • In Divorce and Family Law, it is in the “Subpoenas” category
  • In General Litigation, it is in the “Discovery” category
  • In Personal Injury, it is in the “Discovery” category
  • In Probate Law, it is in the “General” category

TurboLaw customers will receive this updated subpoena automatically (unless you’ve turned off automatic updates or no longer have an active support subscription).

As always, if you have any questions about this form or anything else with TurboLaw, please don’t hesitate to let us know!

TurboLaw 4.04 Released

TurboLaw UpdateWe’re very happy to announce that we’ve just released TurboLaw Document Software version 4.04. As usual, we’ve made a number of changes based on feedback and suggestions from our users, as well as some behind-the-scenes improvements to improve performance.

  • Added “Open Recent Database” to the File menu
  • Improved performance of file synchronization during the “work offline” process
  • Changed the internal document (and user template) database to local per-user files for better performance
  • Fixed a minor issue where the manual “checking for updates” window wouldn’t close after displaying the “subscription has expired” message
As always, if you have any thoughts, suggestions, or questions about this update we’d love to hear from you!

TurboLaw Time and Billing 3.06 Released

TurboLaw Time and Billing - New Update AvailableTurboLaw Time and Billing Version 3.06 has just been released, bringing with it a number of major new features based on feedback we’ve received from users. This new version includes a much-requested feature addition: the ability to automatically create multiple bills at once (e.g., to create a batch of bills all at once with a single click). Another much-requested feature is the ability to generate statements for individual matters (instead of only being able to generate statements for a client’s account overall, including all matters).

Other new features and improvements include:

  • An improved interface for entering time in hours:minutes:seconds format
  • Improved accessibility for screen readers and for keyboard use
  • Added the “Unbilled Total” and “Client Balance” amounts to the file created when exporting clients
  • Added new methods for selecting and showing clients (or matters) when creating statements, including the option to show only active or inactive clients (or matters)
  • Added the ability to do bulk editing (e.g., make changes to multiple items at once) for time entries, expense entries, and payments
  • Added right-click context menus to all list windows
  • Fixed an issue where inactive clients would appear in drop-down boxes when they shouldn’t
  • Changed the “this is an active client” checkbox to a button on the toolbar so it is more visible and easy to find
  • Changed the “this is an active staff member” checkbox to a button on the toolbar so it is more visible and easy to find
  • Added a field to the “Edit Client” window to show a client’s retainer amount (for easy reference)
  • Fixed an issue that prevented adding a discount to a brand-new (unsaved) bill
  • Fixed an issue that caused unnecessary “do you want to save your changes” prompts in the “Edit Client” window
  • When clicking “Save & New” for a client, the cursor will now go back to the “First name” field (for easy entry of a new client)

This new version is available now and will automatically be installed (unless you’ve turned off automatic updates). We hope you enjoy all these new features, and thank you for choosing TurboLaw Time and Billing!

As always, we welcome feedback and suggestions – if you have any ideas, comments, or suggestions about TurboLaw Time and Billing, please let us know!

TurboLaw 4.03 Released

TurboLaw UpdateWe’ve just released version 4.03 of TurboLaw Document Software with just a few minor changes this time. Specifically, we’ve added some data fields for “state or place of birth” for parties in New Hampshire Domestic Relation cases, as well as corrected some minor button inconsistencies. This update also includes a fix for a very rare glitch which caused (harmless) error messages for some people using Windows 7.

This update will be automatically downloaded and installed by TurboLaw (unless you’ve turned this option off), so you don’t need to do anything special to receive it.

As always, if you have any comments, feedback, or questions about TurboLaw, we want to hear from you!

TurboLaw Time and Billing 3.05 Released

TurboLaw Time and Billing - New Update AvailableThis version of TurboLaw Time and Billing is a fairly minor update, with a few fixes of relatively minor issues – but nevertheless we’ve made some changes and improvements that we’re sure you’ll appreciate.

  • Added an additional “do you want to save your changes” prompt to the “Create New Bill” screen
  • Fixed an issue where after clicking “Save & New” for a bill, the drop-down list of clients was empty
  • Fixed an issue that caused an error message after clicking “Save & New” for a bill multiple times
  • Fixed a minor issue with the TIMEKEEPER_ID field in LEDES bill exports
As always, this update will be downloaded and installed automatically (unless you’ve turned this option off). If you have any questions or comments about this update, please don’t hesitate to let us know!

TurboLaw Time and Billing 3.04 Released

TurboLaw Time and Billing - New Update AvailableTurboLaw Time and Billing version 3.04 has just been released, and this new version is chock-full of new features and improved functions. Perhaps the biggest change is that we’ve added the ability to set custom bill/invoice numbers – something that many of you have requested and that we’ve wanted to do for some time. Now, you can set the number of a new bill or invoice to whatever you want (so long as there isn’t already a bill or invoice with that number already).

Additionally, once you set a bill number, future bill numbers will automatically be incremented from that point on – for example, if you set a bill number of “1000,” then the next bill you create will be “1001,” even if you don’t set it yourself. This allows you to set your “starting” bill number and then let TurboLaw Time and Billing take care of automatically numbering bills from there.

Other major new features and improvements in this version include:

  • Added an option to merge duplicate clients together
    • Just select the two clients from the list and right-click to access the “Merge Clients” option
  • Added an option to control what staff member is automatically selected when entering time or expenses
    • You can choose a specific staff member to always be selected, let TurboLaw choose the last staff member who did work for the client, or turn off automatic selection entirely
  • Added an option to mark a staff member as “inactive”
    • Inactive staff members won’t show up in drop-down boxes when entering time or expenses, but will still be available for reports and record-keeping purposes
  • Bills are no longer automatically saved when you choose to preview them
    • Now you can just pull up a new bill and preview it without needing to remember to delete it afterwards
  • Improved the “Export Clients” function
    • You can now control which clients are exported by selecting them from the list of clients

Additionally, we made the following minor changes and improvements:

  • Improved client notes by adding an “Add Timestamp” button
  • Added an option to “group by date” for reports
  • Fixed a minor issue with the drop-down box for clients and staff in the “Enter Time” window which caused it to auto-select the 2nd entry if and only if there were 2 entries in the drop-down box
  • Fixed a minor issue that could cause the wrong database to be opened if you used the “Merge from TurboLaw Time and Billing” option twice in a row
  • Fixed a rare issue that could cause certain kinds of payments to be duplicated when merging database files under very specific circumstances
As always, we welcome and value your feedback – if you have any questions or comments TurboLaw Time and Billing, please let us know!

TurboLaw 4.02 Released

TurboLaw UpdateVersion 4.02 of TurboLaw Document Software was released today, and although this is a relatively minor update, it still contains a number of improvements

  • Added a “Remove Favorites” button to the ribbon: previously you had to right-click on a favorite document in order to remove it.
  • Improved case searching speed:we’ve vastly improved the speed & responsiveness when searching through your list of cases, especially if you have a large list of cases.
  • Allow for skipping problem files during backup: if for some reason there’s a problem with a file TurboLaw is backing up, you can now skip past that file and continue the backup instead of having to abort the entire backup.
  • Fixed a problem where the backup would stop if any custom user template files were missing
  • Corrected a situation where the Updates & Support reminder message might appear briefly when it shouldn’t

This update will be automatically downloaded and installed by TurboLaw (unless you’ve turned this option off), so you don’t need to do anything special to receive it.

As always, if you have any comments, feedback, or questions about TurboLaw, we want to hear from you!

TurboLaw Time and Billing 3.03 Released

TurboLaw Time and Billing - New Update AvailableTurboLaw Time and Billing version 3.03 was released today, bringing with it some small changes and improvements inspired by feedback we’ve received. This new update adds matter-specific “previous balance” and “amount due” fields for use in bill templates, as well as some new bill templates that sum up the time listed in the bill in addition to the dollar amounts.

Additionally, we’ve added an additional column to all lists of time & expenses in the program which shows the detailed description of the item – just like how it appears on the “Edit Bill” window. This will help you distinguish time or expense entries from one another by allowing you to see any detailed descriptions you’ve entered.

This update also includes a few fixes for minor issues with generating statements when using the new “alternate statement format” option. Specifically, it fixes the issue where the “Save Statements to PDF” option wasn’t creating the statements with the new alternate format, and an issue where some running balances on the alternate statements could be out of order if two items occurred on the exact same day.

As always, we welcome and value your feedback – if you have any questions or comments about TurboLaw Time and Billing, please let us know!

TurboLaw 4.01 Released

TurboLaw UpdateVersion 4.01 of TurboLaw Document Software has just been released, with a whole host of changes and improvements – especially to the process of moving to a new computer as well as to TurboLaw’s built-in backup.

The major changes in this version are:

  • Custom user templates and “favorite” documents are now included in TurboLaw’s backup files
  • The TurboLaw Migration Wizard now also moves your custom user templates and “favorite” documents to your new computer
  • Added the ability to import and export custom user templates easily (so that you can share them with other users)
  • Added opposing counsel’s phone and fax numbers to the “Case Details” printout for Massachusetts Divorce and Family Law cases
  • Added “date of service of divorce complaint” to the Case Interview Wizard for Massachusetts Divorce and Family Law so that the length of marriage (for alimony calculation purposes) can be calculated
  • When creating new documents, TurboLaw will automatically switch Word 2013 out of “reading view”

As always, for a full list of changes, after the update is installed just click on the Help tab in TurboLaw and then click What’s New.

This new version is available now as an automatic update to all our current TurboLaw subscribers. We’re very proud of this new version and we hope you find it helpful – and as always, if you have any comments, suggestions, or questions, don’t hesitate to let us know!