TurboLaw Time and Billing 3.02 Released

TurboLaw Time and Billing - New Update AvailableWe’ve been keeping busy here this summer, and this means that we’ve got another update to TurboLaw Time and Billing – version 3.02 – which has just been released. If you have TurboLaw Time and Billing installed, you will receive this update automatically the next time you open the program (as long as you haven’t turned automatic updates off).

Quite literally every single change in this new version is based directly on customer suggestions and feedback, so we hope you like it and find it useful!

  • New (optional) method of displaying retainer payments/activity on statements
  • You can now specify the date a payment was applied to a bill (if needed)
  • Bills and statements can now be bulk exported to individual PDF files
  • Added new merge fields for statement templates – “account balance” and “amount due.” The “account balance” shows the overall client’s balance, while the amount due only shows what is due (in other words, if there is a credit on the account, the “amount due” is zero, since nothing is “due”).
  • Updated the built-in bill templates to sort first by date, then by description (if the dates are the same)
  • Changed the “retainer balance” field for bills and statements to show a positive number instead of a negative one
  • Changed the location of custom bill and statement templates to be in your “Documents” folder so they are easier to find & move to a new computer
  • Added an option to disable the bill payment reminder message
  • Improved the “Import from Outlook” function so it uses the set “mailing address” from Outlook
As always, we welcome and value your feedback – if you have any questions or comments about TurboLaw Time and Billing, please let us know!

What’s Changing in Time and Billing 3.01

TurboLaw Time and Billing version 3.01 is coming out next week (June 23rd), based directly on feedback we’ve received – especially regarding the new “accounts” feature we added in version 3.00.

Here’s an overview of the changes we’re making:

Simple Entry of Retainers

Instead of having to set up an “account” for a retainer, you just enter it as a payment – like you’ve always done – and then simply check the new box labeled “This is a retainer payment.”

receive payment (retainer payment) - cropped

That’s it – it really is that simple.

By checking this box, you distinguish the retainer payment from “regular” payments, so that TurboLaw Time and Billing can give you an accurate tally of your client’s retainer balance. And of course there are bill templates set up specifically to show retainer balances (or you can customize your own and use the “retainer balance” field).

Reports for Reconciliation

Once you start marking payments as “retainer payments,” you can use our new report, called “Retainer Activity.” This gives you a client-by-client breakdown of all retainer activity, both payments into retainers and payments out of retainers (i.e., payments applied to bills). It also gives you a sum total of retainer balances for all your clients, as well as a grand total of all retainers.

Retainer Activity Report (scaled)

With this new report, you’ll be able to track all your client’s retainers easily, and you can use this information to help with reconciling your IOLTA account.

Previous Balances (and more!)

The “previous balance (including any retainer)” field on bills has been changed back to the way it used to calculate – and we’ve added a number of new fields you can use on bills as well, if you choose:

  • “Balance as of” – a field you can use to show what a client’s balance was as of the date of the bill (instead of the “current” balance)
  • “Amount due as of” – similar to the “balance as of,” except this only shows what a client owes (it does not include any retainers – if the client owes nothing, it shows $0.00)
  • “Previous amount due” – similar to the “previous balance,” except that it only shows what the client owed prior to the current bill (that is, if the client owes nothing, it shows $0.00)

We’ve also updated the “retainer balance” field to make use of payments marked as retainers.

No More “Accounts”

Since we made retainers so easy to enter, there was no need for a completely separate “accounts” feature in the program – so we’ve removed it entirely. If you started using accounts, don’t worry – any accounts you entered will be automatically converted into retainer payments, and any bills you’ve pad out of those accounts will be preserved as well.

We’re always striving to make TurboLaw Time and Billing as easy to use as possible, while still fulfilling all your different billing needs – this is why we listen so carefully to what you have to say, and why we’re committed to making whatever changes are necessary to keep you satisfied. As always, if you have any thoughts or comments about TurboLaw Time and Billing, we’d love to hear from you!

 

TurboLaw Cloud – Use TurboLaw from Anywhere; Mac or PC!

TurboLaw-Cloud-IconWe are very excited to announce the launch of TurboLaw Cloud – our new hosted service for TurboLaw Document Software that lets you use TurboLaw from anywhere, on almost any device, including both Windows and Mac computers!

TurboLaw Cloud gives you access to a complete “virtual desktop” environment, with all the software pre-installed and configured for you – there’s nothing else you need to buy. All you need is the free Microsoft Remote Desktop client and you can be up and using TurboLaw from your Mac or PC in just minutes. (And, of course we have step-by-step instructions to help get you started.)

turbolaw cloud - iphoneWith TurboLaw Cloud, you can access your TurboLaw documents from wherever you are, whether you’re at home, at the office or on the road. Wherever you log in from, you’ll still see the same TurboLaw, with all your files.

You can create and edit your documents entirely in TurboLaw Cloud, or you can save them to your local computer to edit them if you prefer (note that if you save them to your computer they won’t be available on other computers).

We’re very excited to be able to offer TurboLaw Cloud and we hope you enjoy it. If you have any other questions about TurboLaw cloud, please check our frequently asked questions, or just drop us a line. Or, if you’re ready to give TurboLaw Cloud a try, you can sign up here – there’s no long-term commitment so you can cancel any time, and of course we always offer our 30-day money-back guarantee in case you’re not 100% satisfied.

As of the writing of this blog post, TurboLaw Cloud is available for the MA General Practitioner’s Suite only, but please contact us and let us now which package you would like to see made “cloud” and we will notify you when it is ready!

TurboLaw 4 Released

TurboLaw UpdateVersion 4 of TurboLaw Document Software has just been released, and we’re very excited to show it to you! This new release features a totally updated user interface using the new “ribbon” style which is designed to make TurboLaw easier and more intuitive to use.

turbolaw ribbon uiWe’ve performed extensive research into how TurboLaw is actually used and designed the new interface around that data. Commonly used functions are always available, while everything has been arranged more logically and consistently.

This new interface also helps highlight some features that we know are very popular, but that might not have been noticed by everyone who uses TurboLaw. Some of these features that TurboLaw has long had but that you might not have noticed before are:

  • Favorite documents
    • You can mark a document as one of your “favorites” so that you can get to it more quickly. If you have a handful of documents that you use regularly, this lets you keep them all in one place for easy access.
  • Case Information
    • Access quick, basic information about a case, including the option to make a case “inactive” (or “closed”).
  • Print Cases/Print Case Details
    • Either print out a list of all your cases or print out the full details of any single case – including all the parties, addresses, and other information that you’ve entered. If you like having a hard copy of the details of your case or you’ve used the “Case Intake Sheet” forms previously, this is for you

To see the full list of changes once you’ve got the new version installed click on the Help tab 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!

TurboLaw Version 4 is Coming Soon!

We’re nearing completion of a major new release of TurboLaw Document Software – TurboLaw Version 4 – which includes a total revamp of the user interface to use a more modern “ribbon” style.

Rest assured though, we’re not just slapping this new look onto TurboLaw – we’ve done extensive research into how TurboLaw is used, including which items are clicked most frequently – so our new “ribbon” style interface puts all the most important items front and center for quick and easy access.

TurboLaw UI - Old vs New

TurboLaw – Old vs New

In addition to being both highly functional and looking fresh, by consolidating all the buttons and controls at the top of the screen we’ve managed to give you more space to work on your cases and files in TurboLaw. In the screenshots above, both TurboLaw windows are exactly the same size, but in the new version you can see more of your cases at once without having to scroll.

Although the look of TurboLaw is changing, the way you use it isn’t – so you won’t have to re-learn how to do things. You can still double-click on documents or cases to open them, and the Start New Case button is still in exactly the same place and works exactly the same way.

Another advantage of this new design is that it makes certain features and options easier to find and use, when previously you might have not even noticed they were there. Things like case notes and the ability to print cases and case details are now easily accessible right at the top of the screen with large, clearly labeled buttons.

There are also a number of other improvements we’ve made to TurboLaw, so be sure to stay tuned for the full list once the new version is released – we’ll be releasing this new version in early May.

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!