Transcript Slide 1

2009 Practice Management
Annual Conference
Leveraging the Latest New Features
What's New: Time Matters
Robert Gray, CIC
Matters in Motion, Inc.
[email protected]
2009 Practice Management
Annual Conference
Bio: 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
2009 Practice Management
Annual Conference
Objectives
• 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
2009 Practice Management
Annual Conference
Presentation Logistics
• This presentation & demo videos will be posted to
www.mattersinmotion.com
• Email me: [email protected]
• Questions – Q&A at the end – please.
• Meet me at my Lexpo table in the back of this room
2009 Practice Management
Annual 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.
2009 Practice Management
Annual 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.”
2009 Practice Management
Annual Conference
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?
2009 Practice Management
Annual Conference
Pro vs. v10 SQL Database
•Industry standard
• Pro user
usedlimits
by millions of
businesses
• Pro Database speed
•SQL is faster & more
• Pro Database
powerful corruption
•SQL
is more reliable
• Perfect
network
connectivity is crucial
•I’ve never seen a TM
Enterprise (SQL)
corrupted
2009 Practice Management
Annual Conference
Why 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?”
2009 Practice Management
Annual Conference
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
2009 Practice Management
Annual Conference
New Enhanced Power Views
• What is a Power View?
• Demo – TM Power Views
(Old & New)
• What the Future holds
for Power Views
2009 Practice Management
Annual 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
2009 Practice Management
Annual Conference
Over the Air Sync for your iPhone – Finally!
iPhone
Blackberry
Windows
Mobile
Palm Pre
•
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
2009 Practice Management
Annual Conference
More Power for the Outlook Link
OK, the lightning bolts are a little over sell…
But this is a useful feature.
2009 Practice Management
Annual Conference
Merge Template Organization
• What is a Merge Template?
• Are you talking about the Formattable Clipboard?
• So what is the new feature?
2009 Practice Management
Annual Conference
• 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…”
…It wasn’t!
• v10 includes automated backup
– ask your CIC for setup help
• But, you still need a complete
backup plan…
Auto
Auto Backup
Backup
2009 Practice Management
Annual Conference
Backup Plan
Your 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 offsite.
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: [email protected]
2009 Practice Management
Annual 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!
2009 Practice Management
Annual 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?
2009 Practice Management
Annual 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:
[email protected]
• Ask away…
2009 Practice Management
Annual Conference
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…