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Time Matters Training Course Agenda  Introduction to Time Matters    Matters / Cases, Contacts, Events, To Do’s Notes, Documents, Emails, Phone Calls, Billing, Mail, Lexis, Custom Forms Navigating throughout Time Matters Matters & Cases Create and edit a new matter  Code matters based on type of law or practice area  Associate clients, courts, staff members, plaintiffs, defendants, and attorneys to a matter  Create triggers to automatically create tasks to be completed after a matter is added  Assign a primary contact to identify the main person dealing with a matter  Create and assign notes to a particular matter  Link documents from Word, Excel, Adobe, etc., to matters  Document a call, save messages, and send a message to a staff member  Save emails from Outlook to a matter  Record sent and received mail and deliveries  Save and look-up research associated with a matter  Create a time entry and send it to billing  View and edit all billable and non-billable time entries   Create a timeline for all records related to a client/matter by type, date, category, etc.  Learn which areas in the system can be customized by your firm administrator Contacts Contacts  Create/edit contacts, clients, attorneys, judges, witnesses, experts, etc.  Link contacts to particular staff members or matters  Notify others when a new contact has been added or edited  Create triggers to automatically create tasks to be completed after a contact is added  Learn which areas in the system can be customized by your firm administrator Events & Calendars  Create and edit calendars and events Easily and quickly filter throughout to show only your events View other staff members' calendars Customize your calendar view Use the Scheduler to identify dates and ranges when you and others are available Set-up reoccurring and repeating calendar entries Identify the type of event (e.g. hearing, trial, meeting, etc.) Assign an event to matters and staff members Set-up reminders, follow-ups and notifications Set calendar entries as hidden or private To-Do's, Alerts, Reminders & Watches  Create and edit new To-Do’s  Assign dates, priorities, durations, codes, and staff members to a to-do  Create a reminder or follow-up for a specific date or range of dates  Mark a to-do as hidden or private  Understand the Alerts, Reminders and Watches screen  Turn on and off the Alerts, Reminders and Watches screen Journal, Quick Tabs, Lists, & Columns  Understanding the power of the Journal to see an overview of your day  Customize your Journal style to your preferences Create Quick Tabs to save customized views of your lists and searches  Customize the columns on your contacts, matters, etc.