Feature Friday Webinar

1. Feature Friday Webinar Time Matters Triggers & Auto Entry Forms Nancy Griffing 35 ★45 Consulting-Global • 6/15/201

2. Proud Members of the 35-45 Consulting Group, LLC Serving our National and International Clients Phone: 888-866-3545 www.3545consulting.com

3. Time Matters Triggers & Auto Entry Forms Trigger Definition: When using triggers in Time Matters you can automate reactions. For every trigger defined action there is a automated reaction. Auto Entry: Like a macro, an auto entry form can fill in information on a form style automatically. If linked to a form code, it can pre-fill an entire form or certain fields.

4. Time Matters Triggers & Auto Entry Forms Business purpose example: Whenever a matter changes status, the firm wants to have a note record created to document the change in status. This way a report can be generated including all status changes. The firm does not want to rely on the user to update the a separate record documenting the change needs to be created. Although the audit trail is extremely useful, the firm wants a report that can be generated for each status change on matters.

5. Time Matters Triggers & Auto Entry Forms Objective 1: Create a Time Matters trigger that will automatically create a note Objective 2: Create a Time Matters AutoEntry form that will automatically fill in the critical fields on the note. Goal: Produce a dynamic report that will show all status changes made on any matter – in real time.

6. Time Matters Triggers & Auto Entry Forms • Matter Status Change Notification

7. Time Matters Triggers & Auto Entry Forms Objective 1: Whenever a matter changes status, a trigger will fire so that a note record will be created automatically.

8. Time Matters Triggers & Auto Entry Forms • Access to Trigger Setup

9. Time Matters Triggers & Auto Entry Forms • Trigger Form

10. Time Matters Triggers & Auto Entry Forms

11. Time Matters Triggers & Auto Entry Forms

12. Time Matters Triggers & Auto Entry Forms

13. Time Matters Triggers & Auto Entry Forms

14. Time Matters Triggers & Auto Entry Forms • List of Triggers

15. Time Matters Triggers & Auto Entry Forms Objective 2: After the note record has been created, it should be filled in with specific information that might be edited by an individual user, but does not have to be typed by the user. That is when the Auto Entry Form takes over.

16. Time Matters Triggers & Auto Entry Forms • Matter Change Status Notification

17. Time Matters Triggers & Auto Entry Forms • Matter Change Status Notification

18. Time Matters Triggers & Auto Entry Forms • Matter Change Status Notification

19. Time Matters Triggers & Auto Entry Forms • Access to Auto Entry Form

20. Time Matters Triggers & Auto Entry Forms • AutoEntry Note Form

21. Time Matters Triggers & Auto Entry Forms • New AutoEntry Form

22. Time Matters Triggers & Auto Entry Forms • New AutoEntry Form

23. Time Matters Triggers & Auto Entry Forms • AutoEntry Note Form – Matter Changed Open

24. Time Matters Triggers & Auto Entry Forms • AutoEntry Note Form – Matter Changed Closed

25. Time Matters Triggers & Auto Entry Forms • AutoEntry Note Form – Matter Changed Inactive

26. Time Matters Triggers & Auto Entry Forms • List of AutoEntry Forms

27. Time Matters Triggers & Auto Entry Forms • Connect the Auto Entry form to the Trigger:

28. Time Matters Triggers & Auto Entry Forms Goal: Enable the firm to review all status changes from a single list or to report on status changes across matters quickly and dynamically.

29. Time Matters Triggers & Auto Entry Forms • Note Status List

30. Proud Members of the 35-45 Consulting Group, LLC Serving our National and International Clients Phone: 888-866-3545 www.3545consulting.com