TimeSolv

TimeSolv is a cloud-based legal billing and practice management solution offering time tracking, invoicing, trust accounting, payments, and matter management tools for law firms and legal professionals. The platform is accessible via web browser, desktop application, and iOS and Android mobile apps, with offline functionality available for time entry.

Key features and functions include:

Time and Expense Tracking TimeSolv allows timekeepers to log billable hours and expenses from any device, including via a desktop widget that operates without an open browser window. The platform supports multiple timers, offline entry, and receipt image uploads. Time can be entered by day, week, or matter.

Billing and Invoicing Invoices are generated from tracked time and expense entries using customizable templates. The platform supports ABA task codes, UTBMS (Uniform Task-Based Management System), LEDES 1998B, LEDES 1998BI V2, and Chubb billing formats. Split billing, batch invoicing, and draft review workflows are available.

Trust Accounting TimeSolv includes built-in trust accounting tools that allow firms to manage multiple trust accounts, automate three-way reconciliations, display trust balances on invoices, and generate trust reports. Automatic replenishment requests and trust account payment via integrated payment processors are supported.

Integrated Payment Processing (TimeSolvPay) TimeSolvPay enables firms to accept credit card, debit card, and ACH payments directly from invoices. Features include payment links embedded in invoices, stored payment information, next-day funding, surcharging options, and automatic payment allocation.

Matter Budgets and Project Management Users can set matter budgets, assign tasks, monitor timelines, and track project progress. The platform provides real-time visibility into budget status and team workload.

Reporting and Dashboards TimeSolv offers more than 30 built-in reports covering revenue, realization rates, billing activity, trust balances, and firm performance. Reports can be run across timekeepers, matters, and time periods.

Client Portal A secure client portal allows clients to view and pay invoices, access documents, and communicate with the firm. Portal access is integrated with payment processing through TimeSolvPay and LawPay.

CRM and Client Intake A built-in CRM module supports contact management, lead tracking, and client intake workflows. The platform also supports the creation of professional firm websites.

Document Management and Automation TimeSolv provides tools for storing client and matter documents, creating document templates, and automating document generation. Integration with NetDocuments and Dropbox is available.

Mobile App iOS and Android applications allow timekeepers to log time, dictate descriptions, attach receipts, and access matter records remotely. The app supports offline time entry.