Linking Using TM Connect from the Microsoft Outlook Program. Presented by: Jennifer M. Ramovs, Esq. Accellis Technology Group

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1 Linking Using TM Connect from the Microsoft Outlook Program Presented by: Jennifer M. Ramovs, Esq. Accellis Technology Group

2 Linking Using TM Connect from the Microsoft Outlook Program Presented by: Jennifer M. Ramovs, Esq. Accellis Technology Group Certified Independent Consultant for Time Matters and LexisNexis Total Practice AdvantageT M Introduction We have all heard of using RAFT to help eliminate chaos in our lives. Generally, R.A.F.T can be summarized as follows: Read Read the and determine whether it s something that actually requires your attention. If it doesn t require your attention, trash it immediately. If it does, move on to one of the next steps. Act If the requires your attention, take care of it. If it s a quick reply, do it, and file the message. If it is something that requires you to do something for the future, place it on your calendar or to-do list. File If the message does not require action but needs to be referenced or filed, then file it. For Time Matters users, this step is very easy to complete using the TM CONNECT Button from your Outlook toolbar. Trash Put unimportant messages in the trash. Time Matters users can take R.A.F.T. to the next level, by using their Practice Management System to help manage their Outlook . Because sometimes, a raft just isn t enough

3 Why Outlook just isn t enough Time Matters and Outlook are quite possibly the 2 programs where legal professionals spend the majority of their time. The use of to communicate with clients, opposing counsel, and all other parties to a case is fast becoming the primary and preferred form of communication for many attorneys and legal staff. Remember our goal for Time Matters users is to make ALL of the case-related information available from one location including . So, if you are like thousands of other Outlook users and have created individual folders within Outlook to manage case-related s, you are not using Time Matters to its full potential. The use of folders within Outlook is a good start but here are a few examples of how such a process falls a bit short: Your Outlook folders are not (typically) shared or visible to other members of your firm. So, if multiple people are working on a case, then we potentially have multiple Outlook folders which contain case specific communications. Generally, all the communications on a case should be accessible by anyone working the case. In some cases, the folders you create in Outlook are stored locally, on your C: drive. In most cases, a firm s backup policy may not include backing up your Outlook inbox and its subfolders. So, these messages are at risk of loss. If your firm is running Exchange server, these are not stored locally and are most likely part of the firm s backup policy. But beware don t assume that your Outlook inbox folders are being properly backed up. Confirm your firm s procedure for backing up important client communications. You are using Time Matters for your Calendar and ToDo list, but if you are not also using Time Matters to manage your Outlook , you cannot easily turn s into Time Matters records such as To-Dos, appointments, Notes, or Billing Records. Turning on the Link between Time Matters and Outlook When Time Matters is installed at the workstation level, all of the add-ins that work to integrate the 2 programs are installed automatically. As long as you are using a supported version of Outlook (Microsoft Outlook 2000, 2003 or 2007), the Time Matters install wizard will find your Outlook installation and will enable the integration by default. For those of you who want proof, during installation, you will see the following screens: - 2 -

4 Click on CUSTOM, then NEXT, and you will see which program features are being installed. Notice that by default, the Microsoft Outlook integration is enabled

5 If you are not sure whether or not this feature was installed when Time Matters was installed on your workstation, there are several ways you can determine whether the feature was installed. First, you can look in Outlook and see if the Time Matters add-in is displayed. In Outlook 2007, the TM CONNECT button will appear, as shown below. You can also look at your user level settings within Time Matters to see if the integration was installed. To do so, go to FILE > SET UP > GENERAL > WORKSTATION LEVEL. You will see the following screen. Click on Additional Program Setup - 4 -

6 If you see a check mark in the box next to Outlook 2000 and Later, then the integration is installed for you. If there is not a check mark in this box, place one there. Exit Time Matters and Outlook. When you log back in to Outlook, you should see the TM CONNECT button

7 Troubleshooting Tip: If you do not see the TM CONNECT button from within Outlook, open the above screen and remove the check mark. Click OK. Then, open the above screen again and be sure there is a check mark. This should refresh the add-in. If you still do not see the TM CONNECT button from within Outlook, be sure the add-in hasn t been disabled in Outlook. To do this from Outlook 2007, go to the Help drop down, and select Disabled Items. Be sure the Time Matters add-in has not been disabled. If it has, highlight the add-in and click the Enable button

8 Saving Outlook s to Time Matters Now that we have the integration installed and enabled, it s time to start saving s to Time Matters. The TM CONNECT button makes it simple to take client or matter related s from your Outlook inbox and save them as Time Matters records. From your Outlook Inbox, or any subfolder that you may have created to manage your , highlight the that you want to save to Time Matters, and click on the TM CONNECT button: If there is an attachment, you will see the following prompt: We will discuss managing attachments later in the materials

9 You will see your Time Matters splash screen, and then you will be presented with a Time Matters record, where you can properly associate the with the appropriate client and/or matter in the Regarding line, highlighted in the following screen shot in blue. If you are not logged in to Time Matters when you hit the TM CONNECT button, you will be presented with your login screen. Filling in the client and matter information on the record is no different than doing so on any other record type. The regarding line (Matter Reference, Matter Number, Client, Client Number) will dictate the relationship between this record and the other records it is related to. Once you have saved an Outlook into Time Matters, this creates a Time Matters database record for the that is separate and independent from the Outlook record. So, you can delete the from Outlook without impacting the ability to access the record from within Time Matters. There are several places where you can now view, and act upon, the record in Time Matters. First, you can see the from the Matter or Contact record to which you associated it

10 From the Matter Record, you can see the saved record from the RELATED tab, from the TIMELINE tab, and from the Tab. You can also look at a Power View that includes all of the records that have been saved to a particular Matter or Contact. With the appropriate Matter highlighted in your Matter List, select the View from the Power View drop down. This will present all of the related s on the left hand side of the screen. This is a dynamic view; you can double click on the to open the record

11 Outlook Settings From Outlook, you can turn on a few different prompts to help you remember to save Outlook to Time Matters. YOU can also tell Outlook how you want to handle s after they have been saved to Time Matters. From Outlook (2007), go to TOOLS > OPTIONS

12 Then, click on the Time Matters tab. You can set your preferences here

13 You can have Time Matters prompt you to save an that you have just sent, and if you select Yes, you will be presented with a Time Matters record. You can also have Outlook handle the after you have saved it to Time Matters. For example, once you have saved an to Time Matters, you may want Outlook to move the to your Deleted Items. Alternatively, you can set up a folder in Outlook where the TM Saved s get moved. This is a good option if you are concerned about saving in its native format for purposes of complying with the Federal Rules of Evidence and the production of s during discovery. For example, I have a folder set up in Outlook called Time Matters Saved. If you want the TM information for saved s to be visible from within Outlook, select Show regarding information and tell Outlook which position you would like the TM information to have. If you select this option, you will be able to view the Time Maters regarding information for saved s. Notice in the screen shot below the regarding information is displayed at the top of the inbox list

14 Billing for Attorneys and other legal professionals probably lose more billable time failing to bill for communication that any other task. Consider the following: You receive 10 s per day that are related to a matter and which require your attention (for most of the clients I deal with, this is a gross underestimate of the number of s they get in a day!) If you billed your minimum billable amount, (.10) for each that you read and responded to, you would bill 1.0 hour per day. Assume your billable rate is $150 per hour. That is $150 per day that you might not otherwise be capturing. Now, multiply that $150 per day times 5 days in the week. Now, we ve captured $750 per week that you might not otherwise be capturing. Now, let s assume you do this 49 weeks out of the year. Now, we ve captured $36, 650 per year that you might not otherwise be capturing. If 2 attorneys capture this additional billable time, you just added $73,500 to your firm s annual billables. If 3 attorneys capture this additional billable time, you just added $109, 950 to your annual billables.you get the point. And remember, 10 s a day is a conservative estimate and most probably take you more than 6 minutes to reply to and your billable rate may well be over $150 per hour. The point? Saving s to Time Matters not only makes good practice management sense, it makes dollars!!!

15 Turning Records into Billing Records Most legal professionals admit that is such an easy way to communicate that we often forget that it is a billable event in our day. Time Matters can help remind you to review the s that you have dealt with throughout the day and decide whether you should bill for them. While you can view the s that have been saved to a particular Matter or Contact, you can also look at a list of all the s you have saved to Time Matters on a particular day, in a particular week, or month. Then, you can tag the s and turn them into billing records quickly and easily. Click on the icon form your Time Matters Toolbar. Troubleshooting Tip: If you do not see an icon for , right click on the Toolbar and select customize. Then, select List from the left hand column ( Available Buttons ) and ADD it to right hand column ( Show on Toolbar )

16 The list will display all the Outlook s that you have saved as Time Matters Records. You can customize your list view just like any other view in Time Matters. One of the most helpful customizations you can make to the list is to add Bill Date as one of your columns. This will enable you to see which of the s on the list you have billed

17 for. If there is a date in the Bill Date column for that record, you have billed for it. If there is not a date, you have NOT billed for it. To bill for the , you have a few options. First, you can double click on the individual and open the record. Then, you can click on the Send to Billing button inside the record

18 This will open a billing record so that you can capture your time. You can also send multiple s to billing in a batch. To do this, tag the s you want to bill for. Then, click on the PROCESS RECORDS button and select BILL RECORDS. You will then be prompted to tell Time Matters how you want to handle the billing records. Time Matters can open each respective billing record and have you confirm the data, or, it can take the client and matter information from the saved and automatically create a billing record. If you select the Confirm each Record option, you will see a billing form for each . Enter the amount of time you spent, and hit Save. NOTE: Do NOT hit Save and Close. You need to confirm the remaining 5 billing records

19 Once you are done with this billing form, hit the blue arrow next to the SAVE button to confirm the next billing record. When you are done billing for all of the s that you tagged, hit Save & Close. This is a fast and effective way to bill for the s that you have dealt with in a day, week, or month in a batch rather than by accessing each record individually. Attachments s with attachments can also be saved in Time Matters; you simply have an additional step of telling Time Matters how to deal with the attachment

20 When you save an with an attachment, Time Matters will prompt you to tell it how to handle the attachment. You will see the following screen: You have 3 options for handling attachments are to save the attachment: As an attachment to the As a Time Matters document record related to the Or, to skip saving the attachment. Let s look at each of the 3 options: 1. If you select Attachments to the You will be presented with a Time Matters Record. You will save the to a matter and/or contact by filling out the regarding line information, just like you save an without an attachment. You will notice, however, towards the bottom of the record, a button that says Message and a button that says Attachment

21 When you click on the button that says Attachment a list of the attachments associated with this particular will be presented. You can open the attachment right from this screen by double clicking on the attachment. 2. If you select the second option, Document Records Related to the , you will see the same record, and this time, instead of the attachment appearing in the Attachment section of the , it will instead be on the Related tab of the . To view the attachment, you can click on the Related Tab. You will see the attachment listed as a related Document record. The way you handle documents is up to the firm. It is a good idea to make sure that all Time Matters users are handling attachments the same way. Your firm should

22 decide whether attachments will be saved as attachments on the record, or, as a document record related to the The third option is to skip saving the attachment, which you may do more often than you think. Often s with elaborate signature blocks will appear as if there is an attachment because there is a graphic in the signature. You can simply select the third option so that there is no attachment or related document record created for this . No matter how you chose to handle attachments, you can delete the and attachment from Outlook without impacting your ability to access the attachment through Time Matters. About the Author Jennifer M. Ramovs is an attorney and software consultant at Accellis Technology Group in Cleveland, Ohio. She is a Certified Independent Consultant for Time Matters and LNTPA. Jennifer is a member of the Ohio State and Cleveland Metropolitan Bar Associations, and is a frequent presenter of technology seminars to legal professionals regarding the use of Practice Management and other law office technology solutions. She holds a B.A. in Political Science from Ohio State University and a J.D. from Capital University Law School. For more information about Jennifer and the team of consultants at Accellis, visit Feel free to contact Jennifer via or phone x 118. LexisNexis and the Knowledge Burst logo are registered trademarks and LexisNexis Total Practice Advantage is a trademark of Reed Elsevier Properties Inc., used under license. Time Matters is a registered trademark of LexisNexis, a division of Reed Elsevier Inc. Other products or services may be trademarks or registered trademarks of their respective companies. All rights reserved

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