Feature Requests

Submit your suggestions and upvote existing ideas.

  • All suggestions are welcomed, and we appreciate your inputs to improve TimeSolv.
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The ability to clone a matter or project

When you do repeat work for a client, you're very often working on the same type of matters for them - the same tasks codes are needed, the same professionals are assigned, same contacts, same billing. Rather than having to re-enter all of those set up details - it would be more efficient to be able to clone an existing matter so that all details connected to that matter are created automatically in the new matter and then could be edited there as needed. Would be more efficient than starting from scratch, even with using templates

Another option would be to have the ability to export a project plan, team assignments, etc. from a matter/project and import them into a new matter/project.

  • Guest
  • Feb 13 2020
How often would you use this request?

Several times a month

How do you accomplish this currently?
  • Attach files
  • Guest commented
    13 Feb 17:04

    Manual entry of all the information in the new matter. I use templates when possible for the project plan, but currently there is a bug with templates so I can't use them or create a new one.

  • Guest commented
    13 Feb 17:15

    Another option would be to have the ability to export a project plan, team assignments, etc. from a matter/project and import them into a new matter/project.