leveraging the latest new features what's new: time matters

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Leveraging the Latest New Features What's New: Time Matters

Robert Gray, CICMatters in Motion, Inc.

robert@mattersinmotion.com

2009 Practice Management 2009 Practice Management

Annual ConferenceAnnual ConferenceBio: Robert Gray

• 1980 – Began technology career as a technician, then programmer and consultant

• 1997 – Launched GrayLint Enterprises, Inc. with partner Scot Linton

• 1998 – Became Time Matters CIC (Certified Independent Consultant) serving clients across the US

• 2005 – Released CaseWORTH PI Settlement Calculator software (add on for Time Matters)

• 2009 – Launched Matters in Motion, Inc. continuing CIC consulting with a new focus on custom software add-ons for Time Matters

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Annual ConferenceAnnual ConferenceObjectives

• Learn about the latest enhancements in the new version 10 release of Time Matters & LNTPA

• See why v10 will be the best Time Matters ever – really…

• See some cool demos

• Discuss exciting new plans and possible directions

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Annual ConferenceAnnual ConferencePresentation Logistics

• This presentation & demo videos will be posted to www.mattersinmotion.com

• Email me: robert@mattersinmotion.com

• Questions – Q&A at the end – please.

• Meet me at my Lexpo table in the back of this room

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Annual ConferenceAnnual Conference Terms

• TM – Time Matters/LexisNexis Total Practice Advantage

• Pro – “Time Matters Professional”

• SQL – Pronounced “Sequel”. “Structured Query Language” SQL is a modern, fast and reliable system for your TM information.

• CIC – “Certified Independent Consultant” We study, test and are certified by LexisNexis as experts so we can help you get the most value out of their software products.

• “user interface” –The part of a program the user sees and interacts with. Simply, it is the screens, tabs, fields, buttons and so on that you “interface” with when you use the program.

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Annual ConferenceAnnual Conference Why should you upgrade to v10?

• Survey…

• Version 10 is NOT about a bunch of new features.

• There are only 7 “New Features” in v10.

• Stability. Stability. Stability.

• Version 10 primary focus is fixing “annoying reported issues”. You know – bugs…

• Continued commitment to fixing reported issues in the future. LN says “30% of future development resources will be focused on resolving open issues.”

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v10 – Ding dong the ‘Pro’ is dead!

• The Pro database is old technology.

• Remember your vintage 1988 PC? Wish you could go back?

• I have TM Pro now. What is going to happen to me?

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TMPro

• Pro user limits

• Pro Database speed

• Pro Database corruption

• Perfect network connectivity is crucial

Pro vs. v10 SQL Database

Time

Matters

v10 SQL

•Industry standard used by millions of businesses

•SQL is faster & more powerful

•SQL is more reliable

•I’ve never seen a TM Enterprise (SQL) corrupted

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Annual ConferenceAnnual ConferenceWhy did LN wait till v10 to make this change?

• Maybe some of you are a little irritated with LexisNexis over Pro.

• Even though this new path is better for everyone, some will complain.

• It's difficult to commit to such a course change, even if clients are better off for it.

• “Why isn’t this version 9 Service Release 4?”

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How does v10 help me if I already have TM Enterprise?

• Take the chains off the LN developers

• Opens the door to many new outside innovations

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Annual ConferenceAnnual Conference New Enhanced Power Views

• What is a Power View?

• Demo – TM Power Views (Old & New)

• What the Future holds for Power Views

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Annual ConferenceAnnual Conference Desktop Extensions“Great Taste… Less filling!”

• Desktop Extensions are a great example of v10 unchaining the developers

• “Time Matters Lite” vs. Experts in a Hurry

• Demo – Desktop Extensions

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Annual ConferenceAnnual ConferenceOver the Air Sync for your iPhone – Finally!

• Smart phone sync has always been possible, but it's a pain in the neck.

• Manual Sync: Time Matters ↔ Outlook ↔ iTunes ↔ iPhone ↔ iTunes ↔ Outlook ↔ Time Matters = YIKES!

• Version 10 gives everyone wireless push synchronization without the headaches

• TM Exchange Sync Tool + MS Exchange = Wireless Magic

• MS Small Business Server (SBS)

• Or pay a reasonable monthly fee for a hosted Exchange account

• Not just for the iPhone

iPhone

Blackberry

Windows Mobile

Palm Pre

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More Power for the Outlook LinkOK, the lightning bolts are a little over sell… But this is a useful feature.

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Annual ConferenceAnnual ConferenceMerge Template Organization

• What is a Merge Template?

• Are you talking about the Formattable Clipboard?

• So what is the new feature?

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• Do you backup your data every day? Do you really????

• Who would be in trouble if your phone rang right now?

• “I think our data is on this tape…”

• v10 includes automated backup – ask your CIC for setup help

• But, you still need a complete backup plan…

Auto BackupAuto Backup

…It wasn’t!

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Annual ConferenceAnnual Conference Backup PlanYour backup plan must include 4 things:1. Hold someone accountable every day.

2. Test at least once a month to be sure you can read your backup data.

3. Keep an on-site backup and take another backup off-site.

4. Do not use tape! Use portable hard drives. Consider web-based backup as a 3rd level of protection.See Wells Anderson’s www.activeonlinebackup.com

Email me for a copy of our plan: robert@mattersinmotion.com

2009 Practice Management 2009 Practice Management

Annual ConferenceAnnual Conference Why upgrade from Pro?

If you currently have Professional:

• SQL is honestly reason enough to switch

• Lexis’ new commitment to stability

• A small but valuable set of new features

• Don’t get left behind!

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Annual ConferenceAnnual Conference Why upgrade from Enterprise?

If you currently have Enterprise:

• A small but valuable set of new features

• Lexis’ commitment to stability

• Why should I pay for an upgrade?

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Annual ConferenceAnnual Conference Q&A

• I’ll post these presentation materials on the Resources page of www.mattersininmotion.com

• Or come by our Lexpo table to see demos or just chat.

• Please feel free to email me for more info: robert@mattersinmotion.com

• Ask away…

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Our Add-On Software Products for Time Matters

TMWebViews Share your TM Power Views on the web

MatterFX Keep your finger on the pulse of your firm – from your Inbox

CaseWORTH Personal Injury Damage/Expense Management & Settlement Calculator for Time Matters

TMJustice Example of a custom web portal for Time Matters

Visit www.mattersinmotion.com to learn more…