Timeslips to TurboLaw: How to print a worksheet in TurboLaw Time and Billing
January 29, 2009
Today’s tip is for people who are switching to TurboLaw Time and Billing after having previously used Timeslips.
One of our customers, a former user of Timeslips, called asking if she could print worksheets in TurboLaw Time and Billing. If you’ve been wondering the same thing – here’s your answer!
Our customer explained that the type of “worksheet” she used to print was just a list (a grid, really) of the time/expenses for a particular client or staff member. Since TurboLaw Time and Billing allows you to print just about anything you see on your screen, all you need to do is just bring up a list of the time/expenses for a client or staff member and you can print that out as a “worksheet.”
For a client, you do this by first double-clicking the client’s name from the Clients list. Then, click either the Time/Work button or the Expenses button (circled in red in the picture below), and choose Edit Time/Work or Edit Expenses.
This will open a new window which shows you the time and expenses for this client.
Note the Print button (we’ve circled it in red) in the top-left corner of the window – this means that you can print what you see on the screen!
Just click the Print button to print out the list that you see – this is your worksheet! (You can also choose Print Preview and save the results as a PDF, or add watermarks, headings, and other options – or choose Page Setup to make changes to the page margins.)
If you would rather see the time and expenses for a particular staff member, just switch to the Staff list, select the staff member you’d like to view work for and then click on View Work (circled in red in the picture below).
The same sort of window will open up as shown previously, except now it will list time and expense entries for that staff member, instead of for a client. You can print the list just the same as before.
TurboLaw Time and Billing allows you to print just about anything you see in the program – most windows have a Print button in the upper-left corner, and if you see a print button – you can print what you see!
Although the terminology used in TurboLaw Time and Billing is sometimes different from other billing programs (we try to stick with “plain English”), you’ll find that you can still do most – if not all – of the same things. Of course if you are not sure how to do something, just contact us and we’ll be happy to help you!
TurboLaw Time and Billing 1.13 Released
January 27, 2009
Once again, we are proud to announce the latest new version of TurboLaw Time and Billing – Version 1.13! We’ve added a number of new features in this version to help you work faster in TurboLaw Time and Billing – saving you even more time when doing your billing.
For example, you can now type in any drop-down box (instead of using the mouse) and the program will show you those items in the drop-down that match what you’re typing. So, instead of clicking and choosing a client’s name (to use one example), you could begin typing the client’s name – and the program will automatically show you those clients’ names that match what you’ve typed. This allows you to “touch-type” your way through most windows in the program, which for some people is faster than using the mouse. (You can still use the mouse of course!)
We’ve also added some amazingly powerful new features for customizing your bill and statement templates – including something called “conditional formatting,” which allows you to change the way your bill (or statement) looks, based on what’s in the bill (or statement). So, for example, you could have the “amount” show up in red if money is owed to you, or make it show up green (or black) if the client doesn’t owe you money (for example, if they still have money left from a retainer payment). You can find all these features when you customize your templates. (You can also watch a video on customizing templates.)
Here’s the full list of what was added or improved in this version:
- Added “auto-complete” functionality in the “Enter Time” or “Enter Expense” windows – so you can find and select client, staff, and matter names more quickly
- Added the ability to add a “matter” on the fly by just typing in a name when entering a time or expense entry
- Improved support for “conditional formatting” in templates, so you can change the way the template looks based on what’s in the bill or statement (e.g., changing the color of dollar amounts based on the dollar amount itself)
- Numerous “behind the scenes” improvements for better performance and for possible new features in the future
As always, TurboLaw Time and Billing checks for updates automatically in the background, so you don’t have to do anything special to get this update – just keep your eyes open for the pop-up notification, or for this little message:
Watch for this message to appear when a new update is available!
Just click the pop-up notice (or the message) to install the update (it only takes a few seconds to install).
As always, we welcome any feedback you may have, and we hope you enjoy this latest version of TurboLaw Time and Billing!
TurboLaw Time and Billing National Press Release
January 2, 2009
We are excited to announce our first national press release for TurboLaw Time and Billing!
We are proud and excited that it has been featured in publications from near and far, from the Boston Business Journal to the International Business Times!
You can read the full release below.
New TurboLaw Time and Billing Software Simplifies Important Tasks for Legal Professionals
Running a legal practice requires you to do chores that do not involve giving opinions on the law or arguing a case. Tasks such as keeping track of the time spent for clients and making bills for them, while necessary, can be time-consuming, difficult, and distracting. TurboLaw now offers new Time and Billing Software that makes the work quick and easy.
TurboLaw Time and Billing Software is now available as a free 30-day trial download via the TurboLaw website. This software allows legal professionals to keep records of time spent with each client as well as expenses related to each case. The Time and Billing Software also has features to help any legal practice, with billing aids, performance graphs, productivity charts, and staff reports.
“Our stopwatch tool makes it easy to keep track of time spent on work for each client, including communications such as emails and phone calls. We want legal professionals to try our Time and Billing Software free trial to see just how helpful and easy it is,” Thomas A. Whitestone, CEO of TurboLaw, comments on the new software offer.
The billing features of TurboLaw Time and Billing Software offer assistance in presenting a professional image. Through the time keeping functions and billing choices, bills can be set up to reflect the exact time spent, in hours, quarter hours, or any unit of time that is set. Times can also be broken out into tasks completed, including meetings, phone calls, document preparation and research.
TurboLaw Time and Billing Software gives you the ability to create custom bills and statements. The bills can be printed or saved to PDF or other formats suitable for email. Along with opening and closing balances, statements generated by TurboLaw Time and Billing Software can add finance charges with just a click. The result is a document that looks both orderly and official.
“Your clients take you seriously when you accomplish legal work for them. Using TurboLaw Time and Billing Software encourages them to do the same at billing time,” Thomas A. Whitestone, CEO comments.
When managing a legal practice, it is sometimes the everyday tasks that demand the most of your energy. TurboLaw Time and Billing Software makes it easy to remain productive and professional.
For more information on TurboLaw Time and Billing Software visit www.turbolaw.com.
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