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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Client Level Trusts would be helpful

Often, a client will have multiple matters. Rather than have to specifically assign a trust to a matter, it would be nice to have a client-level trust that can be applied to multiple matters. It is cumbersome to transfer the trusts to accomplish this. Clio has this feature and it works well.

  • Guest
  • May 7 2020
How often would you use this request?

On approximately 10-20% of our clients.

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  • Emmaly Helt commented
    3 Dec, 2021 05:03pm

    I came here to make this suggestion as well. This has happened multiple times for us, and it is pretty hard to keep up with. RocketMatter that we used before had this feature. Although I do think that if this change gets made and it is applied to the client rather than matter, it may be beneficial to have the option of either or, OR to have to select if you want the trust amount to apply to that specific matter before the invoice is ran. Although we definitely have situations where we would like to be able to use the trust amount for multiple matters(Without going through a lot of work to transfer to another matter), I don't think this is something that would be across all our clients.