Top Reasons to Upgrade to Lexis Front Office powered by
Time Matters 9.0

Scalable, streamlined, robust

Lexis Front Office powered by Time Matters 9.0 is the latest version of the Time Matters practice management software. The tools in Lexis Front Office powered by Time Matters 9.0 are scalable, streamlined, intuitive, flexible and robust—and they come with an updated interface. Here are the top enhancements:

1. Five new user-defined record types enable you to track what interests your firm. For example, you can create an assets record type to manage your firm’s assets or a damages record type to collect and maintain information about damages collected, as well as those outstanding after you’ve won your case.

2. Extensive usability enhancements

• New task panel makes it easy to work with your records, navigate between record types and complete work more quickly.
• Seven new wizards help you set up complex, powerful functions by walking you through basic setup: staff setup, user setup, security profile setup, class code setup, Email setup, Quick Tab setup and record review.
• Five new default security profiles—administrator, billing administrator, general user, power user and temporary staff—are available on install, making it easier to put security and privacy in place for your firm’s data.
• Security profiles now have an “exceptions” tab available for more finely tuned control over access to your data.
• Ability to display multiple main toolbars simultaneously enables you to set up and then show both your matter management and billing toolbars at the same time.
• Improved Power Views
• Updated interface
• Ability to right-click to mark items as “done” from related records sublists makes it easier than ever to get a centralized view of where a case, matter or contact stands.

3. Capacity for up to 100 staff members applies to calendar, events and all forms (up from a previous maximum capacity of six).

4. Enhanced archiving process includes prompts about whether you wish to archive any supporting date-related record types. This simplifies and centralizes administration of your records. Prompts warn you about incomplete items and allow you to opt them out of the archive or cancel the archive process altogether.

5. Better automation with enhanced Triggers enables field-level conditions to allow context-sensitive activities: When a field changes from blank, when field text is changed or when a record is added, a field gets populated. For example, you can now automatically send a message to your file clerk to close a file if the “close file” date is completed. Or you can prompt your staff to begin your client intake process when a contact class code changes from “prospect” to “client.”

6. Re-engineered Microsoft® Exchange server synchronization uses WebDAV technology and enables your firm to:

• Run Exchange server synchronization on a machine other than the Exchange server
• Sync with more than one Exchange server (for firms that have users distributed across multiple servers)
• Run sync as a service
• Synchronize contacts to your Outlook® contact folder

7. Improved CaseMap® link enables you to send multiple case/matter records and research results to CaseMap 7.5 case analysis software. This can make it even easier to work with larger volumes of data with less effort and lower risk of errors and oversights. Select multiple records at one time—for example, all the contacts or key documents affiliated with a particular case—and send them to CaseMap at one time.

8. Updated, more powerful search tool helps you conduct effective conflict of interest and global searches.

9. Updated contact, matter and personal journals

• Contact and matter journals let you show related contacts or matters.
• Personal journal now offers class code filters for contacts and matters to let you further customize your view of what you monitor. It also shows only items in review that are still incomplete.

10. Auto-complete from the Contact and Matter Regarding line is now available for search, billing and reports to make it faster and easier to search and filter. Minimize mistakes and see the results you were looking for.

Increase your firm’s productivity and profitability with Lexis Front Office powered by Time Matters 9.0.