How to Build Your Own TimeSolv

Automatically allocate received payments to appropriate invoices and accounts.

Integrated payment processor for credit cards, debit cards, and ACH transfers.

Collect multiple payments in batch for efficiency.

Accept credit cards or ACH payments directly from invoice with TimeSolvPay. Eliminate delays and reduce accounts receivable.

Receive payments within one business day of processing.

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.

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.

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.

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.

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.