Happy Holidays! By now we are heading for the home stretch amidst the end-of-year holidays. This is an excellent time to reach out to our clients; yet we hear from many how time consuming that can be.
While many reach out via email, many still choose to send greetings in a traditional way. And we are often asked by many how to do this in Time Matters. Here’s where one of its many powerful features come into play, making this as easy as 1-2-3:
Step One: Identify your recipients
This can be done either manually or by using the Search feature through either Contact or Matter (Case) records. Searches can be simple –using one criteria only – or use the Advanced Search feature to pinpoint exactly who you need.
Step Two: Tag the recipients
Once you have the records you want, tag them by placing check marks next to the records. Use this option while you are doing your search or, once you have your search list, execute the command to Tag All Records from the Process menu.
Step Three: Create your Mailing Labels
From the File menu, select the Print command.
Time Matters Report Specification Screen
Highlight the Label tab on the left side of the screen. Select your format on the right side of the screen. Place your label stock in the printer. Click on the Print button to print your labels. It’s that easy!
Our partners at Eastern Legal Systems are here to help you get the most out of your software programs and applications. We can help with reports, formatting, customization and training. Call us at 877-ELS-0555 for help for your end-of-year tasks or any time through the year for solutions.
Dana Riel is President and Founder of Business Solutions, Inc., serving the Washington, D.C. metropolitan area since 1985. Her firm is the authorized training center for the region for Time Matters and PCLaw by PCLaw|Time Matters, PLLC; Timeslips and Sage 50 Accounting by Sage Software; and QuickBooks by Intuit Corporation. She also serves as a consultant for Caret Legal (formerly known as Zola Suite), CosmoLex, Soluno & TimeSolv. As a trainer, Dana has provided training services to organizations such as the DOD Defense Logistics Agency, Judge Advocate General’s Office (JAG)/Department of the Navy, University of the District of Columbia School of Law, U.S. Department of Commerce and the U.S. Department of Veterans Affairs, as well as with small‐ to mid‐size law firms in the Baltimore‐Washington D.C. area. In 2009, she participated in the series of day‐long seminars sponsored by the District of Columbia Bar Association Practice Management Section, titled “Basic Training: Learn About Running a Law Office”. Ms. Riel also served as an Adjunct Professor in Georgetown University’s Paralegal Studies Program, having taught the course, “Legal Ethics/Legal Technology” in 2009; and “Legal Technology” for the Spring and Summer Semesters of 2010. She presently serves on the Advisory Board for PCLaw|Time Matters, PLLC.