Clients Matter™

Lawyers moving to Macintosh OSX were in a fix: there was no fully-featured time and billing program available. So Lawyers Software Cooperative, LLC, a group of lawyers from the MacLaw listserve, had beezwax datatools, inc. create Clients Matter™. Soon OSX lawyers will have time and billing software at least as powerful as that in OS9 and Windows . . . maybe more so.

Clients Matter™ is designed by lawyers and engineered by leading FileMaker developers beezwax datatools, inc. By using FileMaker Pro, Clients Matter™ ensures easy customization, either in-house or working with beezwax. Integrate Clients Matter™ with your own practice management program.

Features

• Timer function: record time while you work.
• Uses familiar paper time slip billing model.
• Bill hourly, flat, contingent, and blended by client or matter.
• Innovative task-based billing with categories linked to practice areas.
• Provide detailed descriptions to keep your clients informed.
• Confidential fields for in-house and attorney-client privileged information.
• Auto-generate paper and pdf invoices.
• Distribute statements by mail, email, or fax.
• Automatically save bills in pdf format to the client's folder.
• Convenient cascading pop-up lists.
• Customize rates by attorney, matter, client, or practice area.
• Built-in contact management interface.
• Track time, billings, and receipts by attorney, originating attorney, client, matter, project, practice area, malpractice insurance category, litigation, or transactional work.

Data Transfer from Timeslips

Law firms have a variety of options when choosing how to migrate into the ClientsMatter™ program. ClientsMatter™ offers a tool for importing contacts, clients, matters, projects, rates, users, and timeslips from the Timeslips application. We offer two packages to assist users with the migration process:

1. Basic Set-Up - Import of basic set-up tables from Timeslips application
   • clients, matters, projects, rate, users
2. Full Set-Up - Import of basic set-up tables and a single Timeslips dataset.
   Includes setup of firm and staff profiles.
   Additional charges apply for additional Timeslips datasets.
   • clients, matters, projects, rate, users, Timeslips dataset

Customization and data migration from other programs is also available. Please contact us for more information.

Availability

ClientsMatter is unreleased software. If you're interested, please email Michael D. Poulos of the Lawyers' Software Collective and ask to be notified when ClientsMatter is available.