The method of onboarding new shoppers is important for any enterprise, and legislation companies are not any exception. Efficient consumer consumption procedures be certain that new shoppers are correctly registered, their info is precisely captured, and they’re assigned to the suitable workers members. Moreover, environment friendly consumer consumption helps streamline communication, set clear expectations, and construct robust relationships from the outset. This information will present a complete overview of easy methods to enter a brand new consumer into Timeslips, a number one authorized observe administration software program. By following these steps, you possibly can be certain that your agency’s consumer consumption course of is environment friendly, correct, {and professional}.
Earlier than you start, it is very important collect all the required details about the brand new consumer. This consists of primary contact info, resembling title, handle, telephone quantity, and e-mail handle. You also needs to gather details about the consumer’s enterprise, together with the corporate title, business, and dimension. Moreover, it’s best to acquire details about the consumer’s authorized wants, together with the kind of case, the specified end result, and the funds. After getting gathered all the required info, you possibly can start the method of coming into the brand new consumer into Timeslips.
To enter a brand new consumer into Timeslips, open the software program and click on on the “Shoppers” tab. Then, click on on the “New Consumer” button. A brand new window will open the place you possibly can enter the consumer’s info. Within the “Basic” tab, enter the consumer’s title, handle, and phone info. Within the “Enterprise” tab, enter the consumer’s enterprise info. Within the “Authorized” tab, enter the consumer’s authorized wants. After getting entered all the required info, click on on the “Save” button. The brand new consumer will now be added to your Timeslips database.
Making a New Matter
1. From the Timeslips house display, click on on the “Issues” tab.
2. Click on on the “New Matter” button. This may open the “New Matter” dialog field.
3. Within the “Matter ID” subject, enter a novel identifier for the brand new matter. This may be something you need, resembling a quantity, a consumer title, or a undertaking title.
4. Within the “Matter Identify” subject, enter a descriptive title for the matter. This would be the title that seems within the Timeslips interface.
5. Set the matter sort by deciding on an merchandise from the “Matter Sort” drop-down menu.
6. Within the “Matter Description” subject, enter a quick description of the matter. This may provide help to to determine the matter in a while.
7. Click on on the “OK” button to save lots of the brand new matter.
Setting Up Billing Data
To successfully handle consumer invoicing, correct billing info is essential. This is an in depth walkthrough of easy methods to arrange billing info on your new consumer in Timeslips:
1. Open the Consumer Document
Find the consumer’s file inside Timeslips and open it.
2. Choose the Billing Tab
Inside the consumer file, navigate to the "Billing" tab.
3. Enter Bill Data
Below the "Bill" part, fill within the essential bill particulars, resembling:
- Bill Prefix: A singular identifier on your invoices
- Bill Quantity: The beginning bill quantity
- Bill Increment: The quantity by which bill numbers will enhance
4. Set Up Bill Charges
Within the "Bill Charges" part, specify the default charges for billing. You possibly can outline totally different charges for varied duties or timekeepers.
5. Configure Billing Choices
This part gives superior billing choices to customise your invoicing course of:
- Billing Cycle: Select the billing frequency (e.g., month-to-month, quarterly)
- Assertion Format: Choose the popular output format for consumer statements (e.g., PDF, paper)
- Assertion Template: Optionally, select a pre-defined assertion template
- Bill Due Date: Specify the default due date for invoices
- Fee Phrases: Outline the phrases of fee (e.g., web 30 days)
- Bill Observe: Add any further notes or directions to be included on invoices
Desk: Extra Billing Choices
| Choice | Description |
|---|---|
| Bill Header Observe: Add a customized observe to the highest of invoices | |
| Bill Footer Observe: Embody a observe on the backside of invoices | |
| Bill Particular Observe: Create a pop-up observe that seems when viewing invoices | |
| Bill Message: Add a customizable message to the underside of invoices |
Verifying and Saving Consumer Knowledge
After coming into all the required consumer particulars, you will wish to confirm the knowledge to make sure its accuracy. This is a step-by-step information that can assist you:
- Assessment the knowledge: Rigorously examine every subject for errors. Take note of particulars resembling spelling, addresses, and phone info.
- Use the AutoComplete characteristic: In the event you discover any inaccuracies, click on on the “Discover AutoComplete Match” button subsequent to the sector. This characteristic will recommend potential matches primarily based in your enter.
- Confirm the consumer’s existence: Click on on the “Confirm Consumer Existence” button to examine if the consumer is already registered in Timeslips. This step helps forestall duplicates and ensures information integrity.
- Add an in depth description: Within the “Description” subject, present a quick overview of the consumer’s enterprise, business, and companies supplied. This extra info may be helpful for future reference.
- Assign a consumer code: If desired, you possibly can assign a novel code to the consumer for straightforward identification and monitoring.
- Arrange billing preferences: Configure the billing phrases, fee choices, and tax settings as required by the consumer.
- Configure notifications and emails: Specify e-mail addresses and notifications to be despatched to the consumer relating to invoices, statements, and different vital updates.
- Assessment the abstract desk: A desk beneath the consumer particulars supplies a abstract of the knowledge entered. Assessment it completely to make sure every thing is appropriate.
- Save the adjustments: When you’re happy with the information, click on on the “Save” button to finalize the consumer file. Timeslips will create the consumer account and retailer the knowledge in its database.
Assigning Attorneys and Employees
To assign attorneys and workers to a consumer, comply with these steps:
- Open the consumer’s file.
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Click on the “Assign” button within the “Contacts” part. - Within the “Assign Attorneys and Employees” window, choose the attorneys and workers you wish to assign to the consumer.
You should use the search bar to filter the listing of obtainable contacts.
- Click on the “Add” button so as to add the chosen contacts to the “Assigned Attorneys and Employees” listing.
- Specify the default fee for every assigned contact.
Column Description Fee Sort Choose the billing fee sort (e.g., Hourly, Flat). Fee Enter the default billing fee for the contact. - Click on the “OK” button to save lots of your adjustments.
Producing Consumer Stories
Timeslips supplies a number of choices for producing consumer reviews, together with:
- Consumer Ledger: Exhibits an in depth listing of all transactions for a selected consumer.
- Consumer Abstract: Gives a quick overview of a consumer’s exercise, together with complete time billed, bills, and funds obtained.
- Consumer Aged Abstract: Exhibits the quantity of excellent invoices and time entries for a selected consumer.
- Consumer Contact Checklist: Lists the contact info for all shoppers.
- Consumer Process Checklist: Lists all duties assigned to a selected consumer.
- Consumer Case Abstract: Gives a abstract of all circumstances related to a selected consumer.
- Consumer Element Report: A customizable report that lets you choose the precise info you wish to embrace.
- Consumer Historical past Report: Exhibits all time entries, bills, and funds for a selected consumer.
- Consumer Profitability Report: Calculates the profitability of a selected consumer by subtracting bills from income.
To generate a consumer report, go to the "Stories" menu and choose the specified report sort. You possibly can then specify the consumer and date vary for the report.
How To Enter A New Consumer In Timeslips Tutorial
To enter a brand new consumer in Timeslips, comply with these steps:
- Open Timeslips and click on on the “Shoppers” tab.
- Click on on the “New” button.
- Enter the consumer’s title within the “Identify” subject.
- Enter the consumer’s handle within the “Handle” subject.
- Enter the consumer’s telephone quantity within the “Cellphone” subject.
- Enter the consumer’s e-mail handle within the “Electronic mail” subject.
- Click on on the “OK” button to save lots of the brand new consumer.
Folks Additionally Ask
How do I add a brand new consumer to Timeslips?
So as to add a brand new consumer to Timeslips, comply with the steps outlined within the tutorial above.
Can I import shoppers into Timeslips?
Sure, you possibly can import shoppers into Timeslips utilizing a CSV file. For extra info, see the Timeslips Assist documentation.
How do I edit a consumer’s info in Timeslips?
To edit a consumer’s info in Timeslips, double-click on the consumer’s title within the “Shoppers” tab. You possibly can then make adjustments to the consumer’s title, handle, telephone quantity, e-mail handle, and different info.
How do I delete a consumer from Timeslips?
To delete a consumer from Timeslips, right-click on the consumer’s title within the “Shoppers” tab and choose “Delete”.
