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Awesome Documents – easily capture, track and share any file

May 23, 2016September 16, 2019
Richard Marx
Time Matters

Your awesome database had better let you generate and capture documents and other file types that can be quickly retrieved.  Here is a great example of what it means to let the software generate your filing system and put documents at

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Google Forms into Time Matters – WHAAAT?!

April 14, 2016September 16, 2019
Richard Marx
Time Matters

Your asking “how can I get a client or prospect to provide me with information that can go directly to my database?” Maybe you want an intake form, survey or more detailed information for a matter. Well, here you go. Create

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Clients’ intake form creates new matter in Clio

March 29, 2016September 16, 2019
Richard Marx
Clio

Put your clients to work—they complete & submit a Google Form, and voila, the info is zapped to your awesome database. You’ll get an email telling you of the submission, and the matter is automatically created in Clio. What!? Watch the video. https://youtu.be/G7aAsE8dymE

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Clio Contacts – name fields your way – searches you can use

March 14, 2016September 16, 2019
Richard Marx
Clio

Some grumbles about Clio and other software systems arise over what fields are available for contact names. What, first and last name only? What about a middle initial or suffix? How am I going to get formal or informal address names—how

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Email Overload – Part 2

March 1, 2016September 16, 2019
Richard Marx
Time Matters

Time Matters got it right with managing email—it integrates with Outlook, files your email and attachments and gets it out of your Inbox.  See for yourself. https://youtu.be/4gTD9M5dmjk

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Overwhelmed by email?

February 22, 2016September 16, 2019
Richard Marx
Clio

My awesome database mantra is Capture|Track|Share. How much time do you spend managing email and the attachments that pour into your inbox daily? Do you have more than 10 emails in your inbox at the end of the day? Are

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Time Matters – Shortcuts, Tips and Tricks

February 17, 2016September 16, 2019
Richard Marx
Time Matters

  LexisNexis asked me to host one of their Feature Friday webinars.  It was a fun hour of things you may not know Time Matters can do.  It was well attended by a national audience and the feedback was great.

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Clients invest in their most valuable asset and receive huge ROI

February 4, 2016September 16, 2019
Richard Marx
Uncategorized

If you are in the service business, your most valuable asset is you and the people in your organization.  Yesterday, several of my clients made investments in their people.  How?  They sent them to a software training webinar.  What they

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