Getting Started

Free Online Training and One Time Setup

All new customers are offered free in person online administrator training and one time setup to ensure that your account is configured to meet your business needs.  Please call 651-687-0090 or 877-438-3572 to schedule online training and setup.  Admin training is divided up in two parts: initial setup and billing.  Conflicts Search training is provided as a separate session.  For users that do not require Admin training and are only going to enter thier time and expenses, a self paced online training is available.

One time setup and hands on training (1 Hr)

  • Your Business Needs
  • Billing Process
  • User Roles
  • User Interfaces
  • Configuration
  • Administration
  • Client/Matter Creation
  • Time/Expense Entry
  • TimeSync – Offline Time Entry
  • Best Practices

Billing (30 Min)

  • Your Billing Needs
  • Billing Process
  • Flexible Template Setup
  • Payment Allocation

Conflicts Search (20 Min)

Conflicts Search training is performed after Clients and Matters have been entered in TimeSolv Legal.

  • Related Parties
  • Relationships
  • Search for Related Parties

Timekeeper Training (5-10 Min)

Users that only need to enter time and expenses would go through a 5-10 minutes self paced training.

Click  here to start the training.