TimeSolv

Start the timer in TimeSolv before the meeting begins.

Select the relevant client and matter.

Enter a brief description of the meeting’s purpose.

Stop the timer when the meeting concludes.

Review the time entry and adjust if necessary.

Select the client and matter for which the invoice needs to be generated.

Review all time entries and expenses for the billing period.

Choose an invoice template.

Auto-populate billing data.

Send the invoice to the client via email or the client portal.

Record all deposits and withdrawals from the trust account.

Automate three-way reconciliations.

Generate trust reports that meet bar requirements.

Track client funds separately.

Assign tasks to team members.

Monitor timelines and progress.

Manage budgets with ease.

Ensure all team members are aligned.

Share invoices, payment history, and documents through the client portal.

Reduce back-and-forth communication.

Provide clients with a convenient way to access their information.

Capture contacts

Convert cases

Connect client communications confidently

From intake to engagement, TimeSolv CRM keeps your pipeline organized and your prospects engaged.