Time Matters Outlook Plugin Download: A Guide for Law Firms
If you are a law firm looking for a way to manage your cases, clients, documents, billing, and more, you might have heard of Time Matters. Time Matters is a legal practice management software that helps you streamline your workflows, improve your productivity, and increase your profitability. But did you know that you can also integrate Time Matters with your Microsoft Outlook email and calendar? In this article, we will show you how to download, install, and use the Time Matters Outlook plugin, a tool that lets you sync your contacts, events, and tasks between Time Matters and Outlook, as well as view and edit your Time Matters data from your Outlook interface. Read on to find out more.
What is Time Matters and why do you need it?
Time Matters is a software solution developed by LexisNexis for law firms of all sizes and practice areas. It helps you manage all aspects of your legal business, from intake to invoicing, in one centralized platform. With Time Matters, you can:
time matters outlook plugin download
Organize your cases, clients, documents, emails, notes, and more in a secure database
Automate your workflows, tasks, reminders, and alerts
Track your time, expenses, billing, and payments
Generate reports and insights on your performance, profitability, and productivity
Collaborate with your team members and clients online
Integrate with other popular software tools such as Microsoft Office, QuickBooks, Dropbox, Adobe Acrobat, and more
Time Matters features and benefits
Some of the key features and benefits of Time Matters are:
Customizable forms and fields that let you capture the information you need for each case and client
Powerful search and filter options that let you find what you need quickly and easily
Document management system that lets you create, store, edit, share, and sign documents electronically
Email management system that lets you link emails to cases and clients, send mass emails, and track email history
Calendar management system that lets you schedule appointments, meetings, deadlines, court dates, and more
Task management system that lets you assign tasks to yourself or others, set priorities and due dates, and monitor progress
Time tracking system that lets you record your billable hours automatically or manually
Billing system that lets you create invoices based on your time entries or fixed fees
Payment system that lets you accept online payments from your clients via credit cards or e-checks
Reporting system that lets you generate various reports on your cases, clients, finances, activities, and more
Security system that lets you control who can access your data and what they can do with it
Cloud system that lets you access your data from anywhere using any device
Time Matters pricing and plans
Time Matters offers three pricing plans for law firms:
PlanPrice per user per month (billed annually)Main features
Essentials$49Contact managementCase managementDocument managementEmail managementCalendar managementTask managementTime trackingBillingPaymentReportingSecurityCloud accessSupport What is the Time Matters Outlook plugin and how does it work?
If you are already using Time Matters as your legal practice management software, you might want to take advantage of its integration with Microsoft Outlook, one of the most popular email and calendar applications in the world. The Time Matters Outlook plugin is a tool that lets you connect your Time Matters data with your Outlook data, so you can access and manage your contacts, events, and tasks from both platforms. The Time Matters Outlook plugin also lets you save your Outlook emails as Time Matters records, so you can link them to your cases and clients, track your time, and generate invoices. The Time Matters Outlook plugin is easy to install and configure, and it works with both on-premises and cloud versions of Time Matters. In this section, we will explain the features and benefits of the Time Matters Outlook plugin, as well as the requirements and compatibility issues you need to consider before using it.
Time Matters Outlook plugin features and benefits
The Time Matters Outlook plugin offers several features and benefits that can help you improve your efficiency and productivity as a law firm. With the Time Matters Outlook plugin, you can:
Sync your contacts, events, and tasks between Time Matters and Outlook, so you always have the most up-to-date information in both platforms
View your Time Matters data from your Outlook interface, so you don't have to switch between applications
Edit your Time Matters data from your Outlook interface, so you can make changes quickly and easily
Save your Outlook emails as Time Matters records, so you can link them to your cases and clients, track your time, and generate invoices
Use the TM Connect button in Outlook to connect your emails, contacts, events, and tasks to Time Matters records
Use the TM Search button in Outlook to search for Time Matters records by keywords or codes
Use the TM Options button in Outlook to customize your synchronization settings and preferences
Use the TM Version button in Outlook to check the version information of the Time Matters plugin
Time Matters Outlook plugin requirements and compatibility
Before you install and use the Time Matters Outlook plugin, you need to make sure that you meet the following requirements and compatibility criteria:
You need to have a valid license and an active AMP membership for Time Matters
You need to have a supported version of Time Matters installed on your computer or accessible via cloud
You need to have a supported version of Microsoft Outlook installed on your computer
You need to have a supported version of Microsoft Exchange Server or Office 365/Microsoft 365 for email synchronization
You need to have a supported version of Windows operating system on your computer
You need to have administrator rights on your computer to install the Time Matters Outlook plugin
You need to have a reliable internet connection for cloud synchronization
You need to have a backup of your Time Matters data and your Outlook data before installing the Time Matters Outlook plugin
Time Matters Outlook plugin installation and configuration
To install and configure the Time Matters Outlook plugin, you need to follow these steps:
Download the setup file for the Time Matters Outlook plugin from the LexisNexis website
Close Microsoft Outlook if it is running on your computer
Run the setup file and follow the instructions on the screen
If prompted, enter the name of the SQL Server instance and the name of the Time Matters database that you want to sync with Outlook
If prompted, enter the name or IP address of your Exchange Server or authorize Time Matters in Exchange Online, Microsoft 365, or Azure using Modern Authentication
If prompted, enter the user name of each Exchange or Office 365/Microsoft 365 user that you want to sync with Time Matters
Open Microsoft Outlook and check that the LexisNexis Practice Management Integration add-in is enabled
Click on the TM Options button in Outlook and select Set up Synchronization with Outlook
Select which types of records (contacts, events, tasks) you want to sync between Time Matters and Outlook
Select which direction of synchronization you want (one-way or two-way) for each type of record
Select which folders in Outlook you want to sync with Time Matters for each type of record
Select which codes in Time Matters you want to sync with Outlook for each type of record
Select which fields in Time Matters you want to match with fields in Outlook for each type of record
<li Click OK to save your synchronization settings and close the TM Options window
Click on the TM Connect button in Outlook and select Synchronize with Outlook
Wait for the synchronization process to complete and check the results in both Time Matters and Outlook
How to use the Time Matters Outlook plugin effectively
Now that you have installed and configured the Time Matters Outlook plugin, you can start using it to enhance your productivity and efficiency as a law firm. In this section, we will show you how to sync your contacts, events, and tasks between Time Matters and Outlook, how to view and edit your Time Matters data from Outlook, and how to troubleshoot common issues with the Time Matters Outlook plugin.
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How to sync contacts, events, and tasks between Time Matters and Outlook
To sync your contacts, events, and tasks between Time Matters and Outlook, you can use either manual or automatic synchronization. Manual synchronization lets you sync your data whenever you want, while automatic synchronization lets you sync your data at regular intervals or when certain events occur. Here are the steps to perform manual and automatic synchronization:
To perform manual synchronization, click on the TM Connect button in Outlook and select Synchronize with Outlook. You can also right-click on any folder in Outlook and select Synchronize with Time Matters. You can choose to sync all types of records or only specific types of records.
To perform automatic synchronization, click on the TM Options button in Outlook and select Set up Synchronization with Outlook. You can choose to sync your data every few minutes, hours, or days, or when you start or exit Outlook. You can also choose to sync only when changes are detected in either Time Matters or Outlook.
When you sync your data between Time Matters and Outlook, the Time Matters Outlook plugin will compare the records in both platforms and update them according to your synchronization settings and preferences. If there are any conflicts or errors during the synchronization process, the Time Matters Outlook plugin will notify you and let you resolve them manually or automatically.
How to view and edit Time Matters data from Outlook
One of the advantages of using the Time Matters Outlook plugin is that you can view and edit your Time Matters data from your Outlook interface, without having to switch between applications. To view and edit your Time Matters data from Outlook, you can use the following features:
To view your Time Matters contacts from Outlook, go to the Contacts folder in Outlook and look for the contacts that have a TM icon next to them. These are the contacts that are synced with Time Matters. You can double-click on any contact to see more details about them, such as their phone number, email address, address, notes, etc.
To edit your Time Matters contacts from Outlook, double-click on any contact that has a TM icon next to it and make the changes you want. Then click Save and Close. The changes will be reflected in both Time Matters and Outlook.
To view your Time Matters events from Outlook, go to the Calendar folder in Outlook and look for the events that have a TM icon next to them. These are the events that are synced with Time Matters. You can double-click on any event to see more details about it, such as its subject, location, start time, end time, notes, etc.
To edit your Time Matters events from Outlook, double-click on any event that has a TM icon next to it and make the changes you want. Then click Save and Close. The changes will be reflected in both Time Matters and Outlook.
To view your Time Matters tasks from Outlook, go to the Tasks folder in Outlook and look for the tasks that have a TM icon next to them. These are the tasks that are synced with Time Matters. You can double-click on any task to see more details about it, such as its subject, due date, priority, notes, etc.
To edit your Time Matters tasks from Outlook, double-click on any task that has a TM icon next to it and make the changes you want. Then click Save and Close. The changes will be reflected in both Time Matters and Outlook.
How to troubleshoot common issues with the Time Matters Outlook plugin
Although the Time Matters Outlook plugin is designed to work smoothly and reliably, you might encounter some issues or errors while using it. Here are some of the common issues with the Time Matters Outlook plugin and how to fix them:
If you see an error message saying that the LexisNexis Practice Management Integration add-in is not enabled or loaded in Outlook, you need to enable it manually by going to File > Options > Add-ins > Manage COM Add-ins > Go > OK. You can also check the status of the add-in by going to File > Info > Slow and Disabled COM Add-ins
If you see an error message saying that the Time Matters Outlook plugin cannot connect to the Time Matters database or the Exchange Server, you need to check your network connection, firewall settings, and login credentials. You can also try to restart your computer and your Outlook application.
If you see an error message saying that the Time Matters Outlook plugin cannot sync some records due to conflicts or errors, you need to review the synchronization log and resolve the issues manually or automatically. You can access the synchronization log by clicking on the TM Connect button in Outlook and selecting View Synchronization Log. You can also adjust your conflict resolution settings by clicking on the TM Options button in Outlook and selecting Set up Synchronization with Outlook.
If you have any other issues or questions with the Time Matters Outlook plugin, you can contact the LexisNexis support team by phone, email, or chat. You can also visit the LexisNexis website for more resources and information about the Time Matters Outlook plugin.
Conclusion
The Time Matters Outlook plugin is a useful tool that lets you integrate your Time Matters data with your Outlook data, so you can manage your contacts, events, and tasks from both platforms. It also lets you save your Outlook emails as Time Matters records, so you can link them to your cases and clients, track your time, and generate invoices. The Time Matters Outlook plugin is easy to install and configure, and it works with both on-premises and cloud versions of Time Matters. In this article, we have shown you how to download, install, and use the Time Matters Outlook plugin, as well as how to troubleshoot common issues with it. We hope that this article has helped you understand how the Time Matters Outlook plugin can help you improve your productivity and efficiency as a law firm.
Summary of the main points
Here are the main points that we have covered in this article:
Time Matters is a legal practice management software that helps you manage your cases, clients, documents, billing, and more
The Time Matters Outlook plugin is a tool that lets you sync your contacts, events, and tasks between Time Matters and Outlook, as well as view and edit your Time Matters data from your Outlook interface
To use the Time Matters Outlook plugin, you need to meet certain requirements and compatibility criteria
To install and configure the Time Matters Outlook plugin, you need to download the setup file from the LexisNexis website and follow the instructions on the screen
To sync your data between Time Matters and Outlook, you can use either manual or automatic synchronization
To view and edit your Time Matters data from Outlook, you can use the TM Connect button, the TM Search button, and the TM Options button in Outlook
To troubleshoot common issues with the Time Matters Outlook plugin, you can check the status of the add-in, review the synchronization log, adjust your conflict resolution settings, or contact the LexisNexis support team
Call to action
If you are interested in using the Time Matters Outlook plugin for your law firm, you can download it from the LexisNexis website today. You can also request a free demo or a free trial of Time Matters to see how it can help you manage your legal business more effectively. Don't miss this opportunity to take your law firm to the next level with Time Matters and its integration with Microsoft Outlook.
FAQs
Here are some of the frequently asked questions about the Time Matters Outlook plugin:
Q: How much does the Time Matters Outlook plugin cost?
A: The Time Matters Outlook plugin is included in your Time Matters license and AMP membership. You don't have to pay anything extra to use it.
Q: How do I update the Time Matters Outlook plugin?
A: The Time Matters Outlook plugin will update automatically when there is a new version available. You can also check for updates manually by clicking on the TM Version button in Outlook.
Q: Can I use the Time Matters Outlook plugin with other email applications?
A: No, the Time Matters Outlook plugin only works with Microsoft Outlook. However, you can use other email applications with Time Matters by using IMAP or POP3 protocols.
Q: Can I use the Time Matters Outlook plugin with other practice management software?
A: No, the Time Matters Outlook plugin only works with Time Matters. However, you can use other practice management software with Outlook by using their own plugins or integrations.
Q: How do I uninstall the Time Matters Outlook plugin?
A: To uninstall the Time Matters Outlook plugin, you need to close Microsoft Outlook and run the setup file again. Then select Remove and follow the instructions on the screen.
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