TimeSolv

Built-in, compliant trust accounting that stays secure. Track client funds separately, automate three-way reconciliations, and generate trust reports meeting bar requirements.

Logic-based automation to streamline repeatable processes.

Support for multiple billing rate structures including hourly, retainer, and project-based rates.

Customizable billing templates to match firm branding and requirements.

Support for LEDES (Legal Electronic Data Exchange Standard) billing format.

Ability to split billing across multiple parties or cost centers.

Automated client intake forms with logic-based workflows for lead capture.

Capture contacts, convert cases, and connect client communications confidently. No leads slip through the cracks from intake to engagement.

Full CRM functionality to manage contacts, leads, and client relationships.

Automatic conversion process to turn leads into client matters.

Secure portal for clients to view invoices and payment history.

Share invoices, payment history, and documents in one place instead of emailing. Reduces back-and-forth and improves communication.

Built-in conflict checking to ensure no client conflicts.

Create custom abbreviations for time entries and billing codes.

Create custom views of data to suit firm workflows.

Ability to create custom fields for matter records.

Store, manage, and automate document workflows including e-signatures.

Securely share documents and collect electronic signatures.

Built-in electronic signature capability for documents.

Generate and send multiple invoices at once.

Build polished, branded invoices fast with no formatting required. Choose from customizable templates and auto-populate billing data.

Automated email and text message campaigns for client communication.

Email and text drip campaigns for client engagement and lead nurturing.

Track time from Apple or Android devices. Use built-in timer, dictate descriptions, attach receipts, and access matters even without internet connection.

Integrated calendar and task management for deadline tracking.

Specialized project management features for legal matters and cases.

Create and track budgets for individual matters to monitor profitability.

Comprehensive project management with task assignment and timeline tracking.

Plan, prioritize, and progress projects with precision. Assign tasks, monitor timelines, and manage budgets with ease.

Choose from over 30 reports for revenue, risk, retention, and real-time insights. Instantly analyze firm performance and spot trends.

Detailed reports on financial performance and team productivity metrics.

Real-time dashboards and customizable reports for performance visibility.

Track time from anywhere and recover lost billable hours instantly. Captures every second whether in office or on the move.

Create time and expense records on the fly with flexibility to track by task, project phase, or deliverable.

Automatic trust account transfers and hold management for compliance.

Professional, mobile-friendly law firm website builder with practice-specific pages and SEO optimization.