Once again, we here at TurboLaw Software are extremely pleased to announce the release of the latest version of TurboLaw Time and Billing: Version 1.15! We’ve worked very hard on this latest release, adding more than a dozen major new features/improvements to the program – many of them based directly on feedback we receive from you, our wonderful customers. As always, our goal is to bring you nothing less than simply the best time and billing program possible.
This new version has a lot of new features which we just can’t stop talking about, so instead of our usual list of new features, we’re going to go into a little bit more detail instead.
Read on for more details on all the amazing new features we’ve added and improvements we’ve made!
Totally new statement templates specialized for retainers:
This feature is one that will be especially helpful to those people who regularly take retainers for their work. You can select one of the new templates we’ve added to the program that have this feature if you want to see it in action.
Bills can now be printed in “batches” from the “Bills” list:
This is a feature we heard many of our customers ask for – and we listened to you! When looking at the list of bills in TurboLaw Time and Billing, just select the bills you want to print, and right-click and choose Print Bill(s). You can also click Print Bill(s) from the navigation bar on the left, if you prefer.
Separate fields for the “category” and “notes” of a bill line item:
Previously, line items on a bill had simply a single “description,” which was a combination of the “category” for that line item and any notes you may have entered for that item.
The description for a bill line item always printed out in exactly the same way, as Category: Notes.
Once again, we listened to our customers’ feedback, and based on that, we added two new fields to bills – they are called category and notes. Although none of our default, built-in templates use these new fields, you can add them to your own templates easily. This way, you can choose to display the category of an item and its notes in separate columns, or perhaps choose not to display one or the other, depending on your tastes.
As always, we believe that you should have total control over how your bills look – and these new fields make it possible to design your bill template to be exactly the way you want it to be.
All “list” style windows can now be copied to the Windows clipboard for pasting into other programs, or exported to a CSV file:
Because we believe that the data you enter into TurboLaw Time and billing is yours to do with as you please, we added some new buttons to all of the “list” type windows. These new buttons allow you to either copy the list you see to your clipboard (so you can paste it into a spreadsheet or a document), or export the list you see to a CSV file (a type of text-only spreadsheet). Either way, the data you see on the screen can now be easily taken out of TurboLaw Time and Billing and put into whatever program you wish. You can manipulate the data if you want, create reports of your own, or even just share the data with others who might not have TurboLaw Time and Billing.
These new buttons are available in all of the “list” type windows in the program, including:
- Clients
- Time and Expenses
- Payments
- Staff Members
- Staff Titles
- Account History
- Billing Categories
- Matters
The “list” window for work/expenses now has a column showing whether each item has been billed or not:
This feature is another one that was suggested to us by our customers. When looking at a list of time and expenses, you will now see an additional column labeled “status” which tells you whether that item has been billed for yet. An item that is marked “unbilled” has been entered into the program, but has not yet been added to a bill. An item that is marked “billed” has been added to a bill, and is counted as part of the client’s balance.
Graphs can now display data by specific intervals (daily, weekly, monthly, etc.) for either a single client or staff member, or for ALL clients or staff members:
We’re always looking for new ways that people want to use the data in TurboLaw Time and Billing for reporting purposes – after all, there’s no way we could think of all the different ways you might want to use the data. One way that was suggested to us by a customer was to show a graph of (say) revenue for the past several months. To make this happen, we had to add an additional option to our graphs window to allow you to include “everyone” in the graph, rather than just restricting it to the currently selected client or staff member.
The result was the ability to graph trends in things like revenue, billed time, and payments received.
The increased flexibility and power provided by TurboLaw Time and Billing’s graphs with this new option make it possible to track your firm’s productivity, revenue, and expenses even more accurately.
Items in the “Account History” window can now be deleted directly from that window:
We always try to give you multiple ways to accomplish your goals in TurboLaw Time and Billing – that way you can use whatever method is easiest for you. In the case of the Account History window, we wanted to make it possible for you to delete an item directly from this window – so we did! Just right-click any item and choose Delete.
Other Improvements:
These improvements and changes aren’t really the sort that you can show with a picture, so we’ll just list them here.
- Newly-created clients are now “auto-saved” when you add a matter
- User-entered client ID numbers now appear on bills and statements
- Upgrades now remove old, unneeded files to save disk space
- Improved “unexpected error” message now more informative, and includes the phone number to call if you need technical support
- New “extensible” architecture (for enabling 3rd party integration)
As always, your TurboLaw Time and Billing will check for updates automatically and notify you when a new update is available. Just watch for the pop-up balloon, or for a message at the bottom of your screen.
Remember – we welcome your feedback as well, so don’t hesitate to let us know if you have any thoughts or comments about the program.
We hope you enjoy this latest version of TurboLaw Time and Billing!