Feature Requests

Submit your suggestions and upvote existing ideas.

All suggestions are welcomed, and we appreciate your inputs to improve TimeSolv.

Each request goes through a rigorous process of prioritization. Features benefiting the majority of users receive higher priority.

Submitting a request to this portal does not guarantee that it will be implemented. For unique business needs, TimeSolv offers a paid fast-track option.

2 Vote

Allocating Operating and Trust account funds

I need to be able to apply trust funds to the operating account and show as a payment on the bill. In addition, if I pay an expense from trust, it too needs to show as payment to operating. And then, be able to set the client template so costs get...

Created 29 Apr 13:27 by Melody Orth

Feature Request

0
1 Vote

Custom Merge Fields

The existing merge fields are not varied enough to make templating useful for the generation, of, e.g. demand letters. It would be very useful to have the ability to add a merge field

Created 05 Aug 14:53 by Guest

Feature Request

0
2 Vote

Separate total fees, total costs, total fees and costs, etc.

After listing the detailed fees: I would like to be able to have a total fees; Thenan Expense portion with a total for expenses. Then a total for fees and costs. Then a payment section, followed by either the Balan ce or Credit. If trust account a...

Created 23 Apr 14:38 by Melody Orth

Feature Request

1
2 Vote

design first page and headers and footers

I would like to design the first page how I want. For example, Name and address of firm top and centered and include the phone number; place date in place and formate of my choosing, as well as Invoice number and Refererence/matter. Also be able t...

Created 23 Apr 14:33 by Melody Orth

Feature Request

0
2 Vote

If client's fail to make trust replenishment, we need to invoice them separately. There is no report to run showing the difference in their current trust balance and the trust replenishment threshold. So one must go in client by client to find this information

Our responsible timekeepers like to be coped on all of the invoices going out the door. We can add them to the "additional emails" field to have them copied, but it would be better if we could just click a box that would copy whoever is set up in ...

Created 20 Apr 20:19 by Trevor Rank

Feature Request

0
2 Vote

Add Onboarding to Client Portal

Add a client portal questionnaire that would easily input pertinent data into the system.

Created 16 Apr 20:32 by Guest

Feature Request

0
2 Vote

Field for Home Phone

When entering clients and contacts info, we need a field for home phone as well as mobile and office.

Created 16 Apr 15:33 by Guest

Feature Request

2 Already exists
2 Vote

Sorting Relating Parties in the Conflict Search

Currently, related parties in the conflict search are sorted by name with no option to sort by other fields. It would be helpful to sort by the other heading fields.

Created 15 Apr 19:01 by Trevor Rank

Feature Request

0
1 Vote

In the flexible billing statements, I should be able to set a function that a statement page is generated only when the client has a past due amount.

I still generate paper bills, the less paper I use the better, I don't want to have to print 2 or 3 pages for every client. It would be much better if I could select to have statement pages included in my general flexible template settings, but on...

Created 29 Jul 15:50 by Guest

Feature Request

0
2 Vote

Time summary by professional in an invoice with multiple matters and professionals

Our clients would like to see more clearly who worked on their case and how much. It would be helpful to have a summary by professional at the end of the invoice not only for each matter.

Created 10 Apr 14:46 by Guest

Feature Request

0

Feature Requests

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Allocating Operating and Trust account funds

Custom Merge Fields

Separate total fees, total costs, total fees and costs, etc.

design first page and headers and footers

If client's fail to make trust replenishment, we need to invoice them separately. There is no report to run showing the difference in their current trust balance and the trust replenishment threshold. So one must go in client by client to find this information

Add Onboarding to Client Portal

Field for Home Phone

Sorting Relating Parties in the Conflict Search

In the flexible billing statements, I should be able to set a function that a statement page is generated only when the client has a past due amount.

Time summary by professional in an invoice with multiple matters and professionals

Filter by status

Filter by category

Identify yourself with your email address

Allocating Operating and Trust account funds

Custom Merge Fields

Separate total fees, total costs, total fees and costs, etc.

design first page and headers and footers

If client's fail to make trust replenishment, we need to invoice them separately. There is no report to run showing the difference in their current trust balance and the trust replenishment threshold. So one must go in client by client to find this information

Add Onboarding to Client Portal

Field for Home Phone

Sorting Relating Parties in the Conflict Search

In the flexible billing statements, I should be able to set a function that a statement page is generated only when the client has a past due amount.

Time summary by professional in an invoice with multiple matters and professionals