Case Management Glossary

AutoEntry Forms - Any data on a Time Matters form can be captured as an autoentry form, and then associated with a Form Style or Trigger.

Billing Link (User4 on Contact/Matter form) -This field on the Contact Form and the Matter Form is one field that should NEVER be customized. It is used to link a Contact or a Record to a billing or accounting system. This field is used by Quickbooks, or Tabs or PCLaw to provide a bridge between the contact or matter and the corresponding record in the billing/accounting system.

Contact Form - The Contact Form in Time Matters is the more than just an address book. It is the core of a robust relationship management system, which from a single Contact Form, lets you review all interactions with a particular individual or company, whether they be email, calls, notes to file, documents, research, outlines etc.

Core Variable Name -A number of options in Time Matters depend on knowledge of the Core Variable Name. This is the field that is used in Powerviews. This is the name of a field in the underlying SQL or Topspeed database. By editing the properties of the field, you can find the core field name. Apart from the main record field names, the core field name will tell you what type of form the field is on and where on the Time Matters form to find the exact field location.

Default Form Style - When you right-click on a field that doesn't have a linked form style, and edit it, you are changing the Default Form Style in Time Matters. This may be desired. More likely, you are messing up the forms created by others and potentially corrupting their data. Get general agreement from everyone before you edit the default form style or you may regret it.

DMS Link (User5 on Contact/Matter form) - This field on the Contact Form and the Matter Form is another field that should NEVER be customized. It is used to link a Contact or Record to an separate document management system, like iManage or Worldox.

Feature Package - Used by Time Matters's developers as a means to bundle up and deliver customizations that would otherwise take hours to implement manually in a customer's database. Basha Systems sells the OMS for Time Matters and EPMS for Time Matters feature packages which represent hundreds of hours of programmer development delivered for a very cost-effective rate.

Fields -Every field in Time Matters can be changed. Underneath, Time Matters stores all data as variant data type. However, it displays in the forms as text, checkboxes, lookups, dates, numbers, etc. You can modify the prompt, the help text, and the name of the variable. But you cannot change the Core Variable name.

Form Styles -Every form can be modified. In a solo practice, you can get away with modifying the default form style (see above). But in a group practice, with different areas of law or practice and different data needs, the default form style should not be modified. Rather, you can create a copy of the default form style and associate it with a Time Matters classification code. Then make your changes to the form. When you change the classification code, voila, there are your fields.

Form Tabs - Form Tabs allow you to add extra tabs to your Contact, Matters, Event, Note etc. form which provide a sub list of related data that can itself include special filters and quick tabs.

Formatable Clipboard -View it as an electronic clipboard that lets you gather data from throughout your database and store it into memory. Then simply, open a blank document or an email and click paste (Control-V). The Time Matters formatable clipboard is more about data, and less about formatting. But it does support some rudimentary formatting commands, including tabs, carriage returns, and bold/italic etc.

HotDocs Template Extension - These "templates" allow you to link Time Matters fields to HotDocs fields and then use this data to launch a HotDocs document. Basha Systems has developed many HotDocs templates for its clients and linked them to their Time Matters databases.

Matter Form - A "matter" or "case" or "project" form is the core of the electronic case file in Time Matters. From a matter, you can see all notes, calls, documents, outlines, and linked contact records.

Outline Form -The Outline form is a whole new approach to Case Management. When married with auto-entry forms, the outliner allows you to lay out the complete structured task list for an entire case. As and when the action items become relevant, with a single click, you can calendar them and track their status.

Powerview -Powerviews are unique to Time Matters. They use javascript and HTML to display information about a particular highlighted record. Their power comes in the fact that they can (1) be edited in an HTML-editor and (2) that they can display any data on the selected Time Matters form and much of the data that is linked or related to that form. Basha Systems has developed two feature packages, OMS for Time Matters and EPMS for Time Matters which bring the Time Matters Poweview front and center and make the Powerview essential to quick and efficient Case Management.

Program Level Settings -Settings at the "program level" are visible for all staff members. They are a way of enforcing a universal look and feel for the program. In a tweaked system, there will be numerous program level settings which function as a baseline, which settings can be overridden by individual users, based on their login.

Quick Tabs -These are stored searches through a record list that are accessible at the click of a tab (or menu). The searches can be linked to a Powerview and a special configuration of columns and colors. They can be created on a program level and on a user level.

Related Records - From this tab on any record type, you can see specified and automatic relations between the selected record and all other record types.

Timeline - An ideal place to see a chronological list of all or just some record types in a case or contact.

Timer -The timer in Time Matters applies to any record type, except Contacts and Matters. Just start the timer. The timer will stop (optionally) when you close the record.

Timesheet - The Time Matters timesheet is perfect for those who wish to tally up their time at the end of the day. Just select the client, enter a description of the activity and put in the time. Away you go.

Trigger -For every action in Time Matters there can be a "reaction". The triggers allow the user to launch a chain of Events, ToDo's, Documents etc. from a single trigger. They can be automatic (i.e. triggered by a change in a field) or manual, where the user chooses the action they want to take from a trigger list on the Time Matters form.

User Level Settings - These settings are personal to each staff member. In Time Matters they may include something as mundane as whether the user prefers to start Time Matters with the calendar open when they login, or their task lists, to the more complex, special auto entry forms