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How professional service firms can master social media

How professional service firms can master social media

September 29, 2017 By Andrew McDermott Leave a Comment

Social

An Ohio judge was forced to step down from a serial murder case.

A local newspaper reported that this judge had posted anonymous internet comments about the defendant and his attorney. Ohio Chief Justice Paul E. Pfeifer removed her from the case. The judge in question was adamant that she was innocent.

Was she innocent or guilty?

While we may never know, the impact on her credibility was clear. There was a significant loss of trust. The judge decided to sue the Cleveland Plain Dealer as a result.

Is social media worth it for professional services firms?

Absolutely, but it all depends on your goals.

Social media works well if your expectations are in line with the results the medium can deliver. Want to become a well-known thought leader? Social media is a great place to start. Are you looking to drive traffic, leads, and sales for your professional services firm? Again, social media works well.

What about the time investment?

If you’re an in-demand provider, you’re probably busy taking care of your clients. Attorneys, accountants, and consultants have a lot on their plate. Why bother with social media if it won’t lead to new clients?

Your clients expect you to make an effort.

HubSpot released The Customer Lifecycle: Consumer Insights to Improve your Business. Here’s what they found in their report.

[slideshare id=40885791&doc=sociallifecycle-141029142644-conversion-gate02]

  • Over 60 percent of consumers expect brands to be on Twitter, but only 30 percent follow their favorite brands there
  • 95 percent of millennials expect brands to have a Facebook presence
  • 87 percent of Gen X’ers and even 70 percent of those ages 45 to 60 think brands should, at the very least, have a Facebook page
  • Consumers reduced expectations by about 10 percent for a Twitter presence, they dropped expectations even further for Instagram, LinkedIn, Pinterest, YouTube
  • On average, consumers follow brands on only half as many platforms as they expect them to be active on

If this seems unfair, you’re absolutely right.

It is unfair.

There are simply too many brands to follow. Your clients realize their time is valuable, that they need to prioritize, to choose the best brands and providers to follow. They follow an unspoken mantra — be kind, be helpful, or be gone.

How professional service firms can master social media

The mantra — be kind, be helpful, or be gone isn’t all that specific. I realize there’s not a whole lot of actionable advice firms can glean from that. Let’s take a closer look at what that means.

Mantra #1: Be kind

You’ll need to exemplify the values and norms that your clients, peers, and the industry aspire to. You’re gracious, even when it’s undeserved. Polite, yet firm. Knowledgeable, yet truthful. Transparent yet private. Each industry already has its own set of ethics and values.

  • Accountants
  • Attorneys
  • Architects
  • Actuaries
  • Consultants

You already know how to be an excellent human being. Do that, even when it hurts, when you’re tired, when you don’t want to do it. Be excellent to anyone and everyone you meet on social media. Honor those around you even when they refuse to honor you.

Take the high road.

Show everyone you understand what it really means, and you have what it takes to be kind.

Mantra #2: Be helpful

What do your clients actually need from you?

Most people treat their social media posts like bad Christmas gifts.  They share the content they want to see rather than the content prospective clients want to see.  There are many different ways to approach this, but I like to use something I call TTT;  TTT stands for Type, Tenor, and Tone.

  • Type: What type of content are clients looking for? Research reports or raw data? Stories and relatable content? Helpful tools they can use in their businesses? Visual content that simplifies complex problems?
  • Tenor: This refers to your main topic or the general gist of your message. If you’re an IP attorney and you teach clients how to “protect what’s yours,” the vast majority of your content should tie back to this message in some way.
  • Tone: How will you approach your topic? For example, GEICO approaches its topic with humor. BMW with prestige and power. Tesla with innovation, disruption, and rebellion. Your tone is important because it accomplishes three distinct goals: (a.) It teaches prospective clients about your values. (b.) Shows clients what to expect from you. (c.) Attracts like-minded clients who are eager to do business with you.

Here’s an example to help you formulate a strategy.

If you’re an attorney, you can construct a social media content strategy that provides you with the direction you need to create outstanding content.

Here’s a fictitious example for a Real estate attorney.

Content type:

  • Checklists
  • Guides
  • Tools
  • Courses
  • Workshops
  • Speeches

Content tenor:

Minimize real estate losses, maximize tax-free gains.

Content tone:

Practical, actionable, in-depth education that stops short of legal advice.

See what I did there?

Here’s the part that so significant about TTT. You’re able to craft a content strategy that just happens to give you mastery over your social media. Now you’re ready to share content prospective clients actually want from you, in formats that are ideal for your business, industry, and audience.

Here’s why this important.

You don’t have the time you need to complete this plan on your own.

If you’re a professional services provider, you don’t have enough time to attract clients, manage clients, and complete work for your clients. It’s even more difficult if you’re responsible for growing your business or managing employees.

You’re going to need help.

What professional services firms need to master social media

You have the strategy; now, you’ll need software and support to master social media. This is important because your value to your firm grows as you delegate.

But why?

Professional service providers struggle to balance billable and non-billable work. They spend a significant amount of time on tasks that don’t produce revenue or returns for their organization. By outsourcing the work to software and support teams, you can master social media in a way that delivers sustainable results for your firm.

Remember the plan we made earlier?

We’re going to use the ‘content type’ to reach a never-ending supply of social media content.

Content type:

  • Checklists
  • Guides
  • Tools
  • Courses
  • Workshops
  • Speeches

Here’s how you turn your content into more content.

Step #1: Choose the right social media tools

There are lots of providers you can choose in the social media space; however, it’s important that you identify the providers that have the specific set of features you need. These features make social media management a manageable affair in the short and long term.

Here’s a short list of the features you need:

  • Social media automation
  • Bulk uploads for status updates
  • Scheduling so you’re able to post on specific dates/times
  • Continuous reposting
  • Posts are saved permanently after they’re published

These features are the important broad strokes. You’ll want to create a list of additional features if you’re looking for something more robust. Here are a few tools to get you started.

  • Traject Social
  • MeetEdgar
  • Sendible

Once you’ve selected the social media tools that are right for you, you’re ready to…

Step #2: Build a support team

You can choose to hire direct, work with existing in-house talent, or work with a virtual assistant.  You’re looking for the right person or team to handle your social media content. Here are a series of articles I’ve written on building the right virtual team.

  • The Ultimate Guide to Using Virtual Assistants
  • 3 Benefits and 3 Drawbacks to Hiring a Virtual Assistant
  • 5 Tasks to Outsource to a Virtual Assistant

You’ll want to pursue the best talent you can buy. It’s a good idea to start employees on a freelance or trial basis so you can identify the right candidates in a live environment. You’ll want to provide your team with adequate training, so they’re able to perform to the standard you expect.

Step #3: Create an editorial or content calendar

We’re going to use the content types we’ve discussed as a guide here.

Content type:

  • Checklists
  • Guides
  • Tools
  • Courses
  • Workshops
  • Speeches

Let’s say you’ve just delivered an incredible talk, you were able to get a recording of the speech, and you’re ready to post it on social media. Most attorneys take that talk and drop it on YouTube. A few may embed the video on their site.

Then it dies a slow death.

That isn’t going to happen to you. You’re going to convert your amazing speech into evergreen content that delivers a never-ending supply of traffic, leads, clients, and revenue for your firm. Here’s how you’ll do it.

  1. Break your speech into multiple parts (specific to each platform), ensuring that each part delivers incredible value to readers or viewers.
  2. Transcribe and edit your speech, workshop, or talk.
  3. Have your assistant pull 20 to 50 quotes or excerpts from your content, in this case, a speech.
  4. Create images for half of the quotes.
  5. Create unique bit.ly links for each of the social media posts you create.
  6. Create two to six landing pages with the next part of your content.
  7. Add tracking pixels so you can retarget viewers/readers later.
  8. Advertise an irresistible offer to the prospects who have taken the time to consume your content.
  9. Advertise an introductory product, consultation, or service to those who have taken you up on your irresistible offer.

This strategy is helpful because it enables prospective clients to sort themselves. If you’ve done the upfront work and you’ve created content your clients actually want, you’ll begin to attract prospects automatically.

This is how you master social media.

What about the danger to professional services?

As a service provider, there are important policies and procedures you can implement to minimize the risk to your business. Social media doesn’t have to be a liability to your business. With a structured approach, it can be an incredible tool that generates consistent interest and attracts clients to your professional services firm.

Here are some tips you can use to avoid a social media faux pas.

  1. Don’t share or discuss private matters publicly.
  2. Avoid discussing private matters with unrelated parties.
  3. Share truthfully, disclose carefully.
  4. Don’t create an inappropriate client relationship with non-clients.
  5. Avoid frivolous or controversial claims.
  6. Educate and inform those in need.

There are obviously more rules to follow. Depending on the laws and requirements of your industry, you may be held to a much higher standard, which is very good news.

Work to exceed those standards.

Social media is an essential tool for professional service firms

It’s also one your clients expect you to use.

That’s the problem, though, isn’t it? If you’re a professional services provider, you don’t have the time to attract, manage, and serve your clients. It’s even more difficult if you’re responsible for growing your business or managing employees.

You don’t need the time.

You just need the right framework. With the right strategy, you’ll have the software, support, and structure you need to generate amazing results from social media, mastery guaranteed.

Bill4Time 30 Day Free Trial

Filed Under: Blog, Small Business

Alpine Investors Backs Bill4Time, Appoints Steve Reardon CEO

September 28, 2017 By Bill4Time Staff 1 Comment

Alpine Investors Backs Bill4Time, Appoints Steve Reardon CEO

 

SAN FRANCISCO & BELLEVUE, Wash.–(BUSINESS WIRE)–Alpine Investors V, VI, and VI-A, LP (“Alpine”) announced that it has made an investment in Bill4Time, a cloud-based time and billing software serving both small and large professional service firms. Bill4Time’s founder, Jeremy Diviney, will remain active in the business, transitioning to a technology focused role as CTO. Steve Reardon, part of Alpine’s PeopleFirst program, has assumed the role as CEO at Bill4Time.

With offices in Seattle and Pittsburgh, Bill4Time provides a comprehensive management suite that handles clients, projects, accounting and reporting aspects of a business. Built with attorneys and accountants in mind, the software helps users improve their productivity and deliver better, high value services. With a strong focus on convenience, Bill4Time provides immediate access to their client information on any platform, operating system or mobile device. Bill4Time’s goal is to streamline the time tracking and billing aspect of business so professionals can focus more on what they do best.

Since its inception in 2006, Bill4Time has steadily grown by focusing on unmatched, personalized customer support and building a team committed to providing a best-in-class, quality product. “Alpine is the ideal partner to help us accelerate the growth of the business and ensure we will continue to exceed the high expectations of our clients,” said Bill4Time’s Founder, Jeremy Diviney. “A partnership with Alpine brings the resources and expertise that we need to continue to build Bill4Time’s leadership position.”

“Bill4Time is an exciting company and we’re honored to be partners moving forward,” said Mark Strauch, Chairman of the Board and partner at Alpine. “Jeremy and his team are technically very strong with a commitment to service excellence at the same time. Together with Jeremy, Steve’s ability to build teams and drive growth will help us take the Bill4Time business to the next level.”

“Jeremy has built an outstanding product and grown the business to impressive heights in just 11 years,” said Steve Reardon, CEO at Bill4Time. “I’m excited to be working closely with him and the team in this next chapter. Together, with Alpine’s support, we will capitalize on the tremendous growth opportunities ahead of us and further enhance the value we deliver to the market and our customers.”

About Bill4Time

Bill4Time.com is one of the web’s most experienced providers of cloud-based time and billing software with more than 50,000 registered users. Bill4Time offers two different cloud-based time & billing solutions: Bill4Time, for business consultants, accountants and other time-based professionals, and Bill4Time Legal, with added, legal-specific features including support for ABA activity, expense and task codes, LEDES and Litigation Advisor exports, IOLTA Trust Accounting, and integration with legal-specific merchant services such as LawPay. Both versions offer 256-bit data security, an online payment portal, five levels of fully customizable user permissions, optional customizable invoices and reports, plus integration with popular services including PayPal, Stripe, QuickBooks, and Box.com.

About Alpine Investors

Alpine is a values-driven private equity firm with a mission to build enduring companies by working with, learning from and developing exceptional people. Alpine specializes in lower middle-market companies in the software, online and business services industries. For more information, visit www.alpine-investors.com.

Talk with us @alpineinvestsf, LinkedIn, Facebook.

Contacts

Bill4Time
Kristin O’Neill, 877-245-5484 x 1001
kristin@bill4time.com

Filed Under: Blog

Release Notes: September 2017

September 5, 2017 By Bill4Time Staff 5 Comments

The Bill4Time product team releases new and enhanced features, system improvements, and bug fixes several times per week. Organized by month, the Release Notes blog series will highlight all the changes we’ve implemented, so you can easily stay up-to-date on what’s new. If you have a question, feedback, or an idea – please leave a comment below!

 

 

Take a look at what we’ve released this September:

 

Updated 09/28/2017

Desktop Widget Syncing – Our developers have updated some backend processes to increase speed and accuracy when syncing the Bill4Time Desktop app (PC version) with your online account. The issues involving a slow-to-sync app and client names displaying with the incorrect formatting have been resolved for all users.

 

Updated 09/26/2017

Contingency Billing Method – A recent update to the backend of the system calls for the Contingency Rate field to be required when utilizing this billing method. Going forward, any newly created projects using the contingency billing methods will require the rate field to hold a value.

Bill at Closing and Creating Invoices – Previously, a project with the ‘Bill at Project Closing’ setting enabled had to have its status set to Closed, then also had to be specifically filtered into view when creating an invoice. We’ve updated this process so that whenever the ‘Create Invoice’ button is clicked from within this project – the project is automatically filtered into view as available to bill.

In-System Password Update – We’ve updated the back-end of the system to being the process for changing a password into alignment with all other methods. Passwords must be 8 characters in length – previously one was able to create a shorter password by editing their user details manually.

 

Updated 09/22/2017

ACH Payments Alpha – We have officially closed the BETA testing phase of our ACH features. Thanks to everyone who provided feedback and helped us iron out any issues. The ACH Payments feature is now a full Alpha feature and full details are available here. 

 

Updated 09/21/2017

Time Entry Report Update – We have implemented a new filter within the Time Entry Report that allows you to filter for the Paid or Unpaid status of the entry.

Batch Trust Payments – Our developers have updated the cascade of default accounts listed when entering a trust payment by batch. Previously, the system would allow for any matter’s account to be selected, but going forward only accounts associated with the specific matters on the invoice will be available to select from.

Update Payment Method – We have streamlined the process for updating the Credit Card you keep on file with Bill4Time. As we more closely integrate with Stripe, we’ve implemented their form-entry for entering in your CC info.

 

Updated 09/20/2017

ECheck Payment Method – A new payment type called ‘ECheck’ is now available system. This new type functions similarly to our other types, in that it can be selected for analysis when running reports and when reading the API, etc.

 

Updated 09/19/2017

Professional Template Logos – We’ve updated the system to allow for larger logos (up to 6.5in) on the Professional Template design layout. This also includes an update to the header text formatting so that when using a larger logo, the company name and address are still formatted clearly.

LEDES Timekeeper Classifications – We have updated our list of Timekeeper Classifications to bring them into alignment with the LOC Revised Timekeeper Classification Codes. 

 

Updated 09/14/2017

Receipt Attachment  Orientation – We’ve resolved an issue affecting certain kinds of file types where the image was rotated 90 degrees upon its upload. This bug has now been resolved for previously affected images, and going forward.

Monthly Productivity Report Activity – We have implemented a new default filter option within the Monthly Productivity report. When running this report, by default users without any activity will not appear in the report. If you would like these users to appear, simply check the box for “Include Users with No Activity” and rerun the report to generate a version with these users added.

Unbilled Summary Report – Our developers have created an entirely new report that pulls only the unbilled time for review. This report generates in a format similar to the other summary reports, with similar filter options a table layout.

 

Updated 09/12/2017

Case Closing Settlement Entry – We have resolved a bug where the system would allow for more than one Case Closing Settlement entry to be created. We have updated the system to allow for only one entry within a project to use that particular entry type label. While this bug did not impact billing, we expect this added clarity will improve the user experience as it relates to engagement tracking and report analytics.

Client User Rate Report Update – We’ve fixed a bug where additional rows were added to this report in some instances, and were showing duplicative information for disabled users. The report will now show only one instance of a user’s rate at each rate level.

 

Updated 09/07/2017

Default Header Formatting – We have resolved an issue where the company header text was formatting the State on its own separate line. This has now been updated and resolved for all affected invoices.

 

Updated 09/05/2017

Non-Alphanumeric Characters in Conflict Checker – We have updated the Conflict Checker feature to allow search terms to include non alphanumeric characters.

Subscription Quick Link – We’ve improved access to details about your Bill4Time Subscription. Users with access to Account Settings will now have a ‘Subscription’ option when they click on their name in the upper right corner of the page.

This post will be periodically updated throughout the month to reflect new releases.

 

Click here to view August’s Release Notes

 

Question or comment about a change we’ve made?
Please contact Bill4Time Support by Email or phone: 877-245-5484

Filed Under: Blog

Effective Month-End Reporting

August 30, 2017 By Bill4Time Staff Leave a Comment

Are you burning the midnight oil to complete your month-end reports? Has this task become a 3-day battle against a monster-sized data set that requires too many manual corrections? Ready to put an end to the madness?

In the typical organization, “mission-critical” data is frequently used information that supports strategic business processes. Areas can include revenue tracking, bookkeeping, regulation, customer service, and compliance. If your month-end reporting takes too long to complete and includes tasks that you’re unsure the value of – it is time to question whether this time-consuming task still observes the best practices for your business.

Unless you are a founding partner of your firm, you’ve probably inherited some tasks that you didn’t originally assign or include in your month-end reporting protocol. When is the last time you asked why this data needs to be generated? Who originally assigned this task and are they still using data – do they even still work here? By tracking down the originator requesting this data you can confirm that the reporting metric still serves a purpose. Maybe the original use-case for the report was to hold a former vendor accountable, or to hold employees accountable, and over time the need for this accountability has naturally faded. However, until you know if the request’s originator still needs the report data – you might as well save the time and cut the report from your month-end protocol. Alternatively, you may discover that the originator isn’t reviewing the data monthly and uses it only for an annual review.

You might find that the data being generated during your month-end reporting process isn’t being reviewed, rather it gets stuck in some file until it’s needed. If that is the case, prompt the request’s originator to revise the frequency for how often they need updated report data. You might find that they require this data only quarterly, or annually, or only as-needed, and you should no longer include this report in your regular protocols. In the inverse, the originator may prefer more timely reporting and could better analyze the data if presented in smaller chunks – maybe weekly or daily? Perhaps the data would be more useful if presented in an alternate format that highlights different data within the set, or outlines trends your firm wasn’t previously tracking. Assessing the value each report provides is a key indicator as to whether you should continue to produce, reformat, or altogether drop this report from your monthly protocols.

To determine what reports are mission-critical for your firm, you start by asking key stakeholders to identify exactly which data they need to keep producing. One could ask, “If this data was weeks/months late, would this undermine or altogether disrupt the stakeholders process?” Engaging stakeholders in this way enables you to weigh and classify the priority of all data generated through the monthly reporting process. The ultimate goal in this is to classify each reporting task as follows:

  • Vital: Its absence would be felt after a few weeks, up to a month.
  • Sensitive: It would be one to several months before its loss had any effect on the business.
  • Non-critical: If the data was generated less than quarterly, the impact would be minimal.

A tiered approach allows you to clearly delineate between the data that is critical, and those you can potentially drop from your month-end reporting. Once satisfied that the stakeholder’s need is critical, you are assured that the reporting task has value and is therefore time well spent.

 

Not every data-point or report is going to be a business-critical game-changer for your organization – and that’s okay. This continuous updating and decluttering of your month-end reporting protocols will ensure that your business always has optimal access to the data it needs, when your firm needs it. Hopefully, with these changes implemented, you’ll find your month-end reporting protocol a satisfying exercise in practice improvement rather than being tied down to busy work and outdated requests.

Filed Under: Blog

Universal Timekeeping: A Critical Profitability Tool for Lawyers

August 9, 2017 By Bill4Time Staff Leave a Comment

Universal Timekeeping: A Critical Profitability Tool for Lawyers

We can no longer afford to guess at profitability.

Author: Norman K. Clark

 

There was a time, not very long ago, when the basic profitability strategy in most law firms was “If we charge a high enough fee, we will make a profit.”

Alas, the era of endlessly rising legal fees is over. Law firms today face increased price sensitivity in practice areas, which has imposed a general downward pressure on revenue. Any attempt to increase a fee can be expected to be met with client resistance and threats to go elsewhere for legal services.

Universal timekeeping is the one and only key that can unlock the power of the six financial indicators outlined in this article. No lawyer or law firm can afford not to make this investment in sustainable profitability and competitive survival.

If you are not practicing universal timekeeping, your management of the profitability of your law practice is little more than guesswork.

 

Six Key Financial Measurements

Regardless of whether a law firm has one lawyer or thousands, there are six basic measurements of financial performance that can provide accurate information about the current financial health of the practice. They also have been proven, in law firms of all sizes, to be insightful diagnostic indicators of impending problems. By paying attention to just six metrics, a law firm – especially a smaller firm – can greatly strengthen its ability to spot and address potential financial problems before they deteriorate into a crisis.

With complete, accurate timekeeping, any law firm of any size can produce these measurements. Without it, they cannot. These six time-based measurements are:

  • realization rates (g., percentage of recorded billable hours that are billed to the client)
  • fully-loaded operating cost per lawyer hour (e., total operating costs, including non-owner compensation, divided by the number of recorded hours of lawyer work)
  • fee yield per lawyer hour (e., total fee revenue received for the entire firm, a practice group, or a matter, divided by the number of recorded hours of lawyer work for the entire firm, a practice group, or on a matter)
  • profits per lawyer hour (e., fee yield per hour minus fully-loaded operating cost per hour)
  • utilization rate (e., percentage of all work performed by fee earners that is billable to clients, either as an hourly rate or as part of a non-hourly fee)
  • workflow leverage (e., ratio of billable work on a matter that is recorded by partners to that recorded by associates and paralegals).

 

“Do or Not Do. There is No ‘Try’”

There is a critically important common factor in all of these measurements: time. Without time records it is impossible to make any of these measurements. Partial time records might be considered a step forward toward accurate financial measurements, but sometimes they can be worse than no records at all. Incomplete records can produce highly unreliable results, which sometimes cause lawyers to add an even more unreliable “X factor” to their estimates of the financial health of the practice.

As Master Yoda famously implied, you don’t get credit for doing half the job.

The most common weaknesses are:

  • recording only hours billed on an hourly rate
  • exempting some lawyers or practice groups from timekeeping requirements
  • substituting “standard hours” or “modeled hours” for the actual amount of time that was required
  • vague or incomplete descriptions of the work (g., “research” or “internal consultations”), which are almost useless as management information and have a high probability of prompting fee disputes

The simplest and most cost-effective way to avoid these problems is to enforce the best practice of all in timekeeping in professional services firms:
Everyone records everything.

As the name suggests, universal timekeeping means that every fee-earner in your firm – from paralegal through the most senior partner – records every hour worked, regardless of whether it is billable time or not, and regardless of whether the client is paying an hourly rate, a flat fee, a commission, or under any other fee structure. This is the only reliable way that the members of a law practice can know what it costs to produce an hour of professional services and whether that hour is generating enough profit.

Best practices in universal timekeeping aim at ensuring the highest level of completeness and accuracy. They include:

  1. Enter your time yourself. Don’t rely on an assistant to do it for you. You are the one person in your entire office who is best able to describe the work that you performed, clearly, completely, and in a way that will reduce the chances of a fee dispute.
  2. Enter your time as soon as possible after you do the work. The memories of busy lawyers, no matter how diligent, become less accurate in a remarkably little amount of time. In our work with law firms on profitability issues, we have observed that delayed time recording – even after only a few days – can result in significant lost fee revenue for the firm, either through forgotten billable hours, underestimated time (which is much more frequent than overestimates), or fee disputes over incomplete or inaccurate time entries.
  3. Whenever possible, enter time directly into the timekeeping system. Notes and temporary time sheets are better than relying entirely on one’s memory many days later; but every transfer of information from one record to another carries a risk of mistakes. Every fee earner should be able to record time directly into the system from wherever he or she happens to be. This makes systems that offer direct remote time recording, especially using a mobile application, an especially good investment for busy lawyers, because it is never “after business hours” in the “cloud.” These systems also take away any excuses for not following the first two best practices: do it yourself, and do it now.

 

About the Author

Norman K. Clark is a lawyer and co-founding principal of the international management consulting firm of Walker Clark LLC, which works exclusively with the legal profession. He is a past Chair of the Law Firm Management Committee of the International Bar Association, and is a current Co-Chair of the American Bar Association’s Transnational Practice Management Committee. He is a Professor on the law faculty of the International Institute of Business and Law, in Panama City, Panama, where he teaches a course on Law Practice Management in that school’s LL.M. program.

Norman Clark may be contacted through the Walker Clark website, www.walkerclark.com.

Filed Under: Blog, Legal, Running Your Business

Release Notes: August 2017

August 1, 2017 By Bill4Time Staff 2 Comments

The Bill4Time product team releases new and enhanced features, system improvements, and bug fixes several times per week. Organized by month, the Release Notes blog series will highlight all the changes we’ve implemented, so you can easily stay up-to-date on what’s new. If you have a question, feedback, or an idea – please leave a comment below!

Take a look at what we’ve released this August:

 

Updated 08/31/2017

Multi-Timer Update – We have updated the Multi-Timer feature so that when opened there will always be at least one timer populated within the dropdown list.

 

Updated 08/24/2017

Invoice Template Preview – We have resolved an issue where some invoice template previews were not able to load properly. This issue only affected the preview tab, and not any actual invoices, and has also been fully resolved.

Assigned/Subscribed Matters Dashboard Widget – We have updated this widget to remove the extra blank lines so that this widget takes up less space and allows the dashboard to display more data within the pageview.

 

Updated 08/22/2017

Batch Description Update – We have resolved a bug where the description of an invoice would reflect ‘Multiple Invoice Batch’ even when only one client was listed. We have resolved this bug and restored the usual naming conventions for single invoices and invoice batches.

 

Updated 08/17/2017

Schedule Report Update – Based on user feedback, we have updated the Schedule Report to reflect ‘All Day’ in the appointment time column for events categorized as such. We’ve also updated the All Day entries to allow them to be marked ‘Completed’.

Custom Template Logo – We have updated the file field so that the name of the current image file being used is displayed after uploading the logo.

LEDES 98bi Client Tax ID – We have created a field within the LEDES File Settings of a client for the “Client_Tax_ID”, which is mapped to the appropriate field within the exported file.

Show Full Names on Invoices – We have updated all of the billing templates to allow for the Full Names of users to be displayed in the Services By column. This setting can be toggled on/off by editing your invoice template.

 

Updated 08/15/2017

API Includes LEDES Settings – We have added the LEDES Timekeeper Classification and ID to the Users API.

API includes Contacts – We have exposed Contacts in the API so that users may now pull data on their Bill4Time Contacts.

View Documentation

Updated 08/10/2017

Client Portal Permissions – We have consolidated the Client Portal permissions into the Firm Settings permission. Any user with the Firm Settings (or Users) permission can access the Client Portal. We’ve also remove this permission from appearing on the  the User Permissions report.

Clients Tab Pagination – We’ve resolved an issue where if you navigated away from the Clients tab and then came back, the pagination would reset to page 1. Users will now return to the last page of clients they were viewing when they navigate back to the Clients tab.

Disabling Users – Previously, within a user’s profile there was a button to ‘Delete’ a user. However, because a user does not actually get deleted, they just become inactive – we’ve updated the label for this button to read ‘Disable’ for clarity (no functionality change here, just an update to the label).

Payment Popup – We’ve enlarged the payment popup slightly, no functionality change. However, we are in the midst of redesigning the entire payment process (including both receiving and applying payments) so if you have any input or feedback, please directly submit your ideas by clicking HERE. 

 

Updated 08/08/2017

External Accounting Batch Invoicing – We’ve resolved a bug affecting a small number of users with the ‘External Accounting’ setting enabled, where Custom ID numbers in a batch were not displaying correctly. This is now resolved for these select users.

Duplicate Client ID Alert – When adding/creating a new client, and choosing an ID number that is already in use, the system will now more clearly alert you to the duplicitous use a specific Client ID number.

 

Updated 08/01/2017

Mobile Login Tracking – We’ve enabled login-tracking for mobile app users. Whenever a user makes a login attempt via mobile app, this attempt is recorded under the Login History tab within your account settings.

Internal Time Entry Layout – We have implemented a change to the description box found on Internal Time entries for Internet Explorer users only. This box is now able to be more easily expanded to accommodate larger blocks of text.

Case Closing Settlement Entry – We’ve resolved a minor bug where the system was prompting users for an amount of Labor Time when creating a Case Closing Settlement Entry on a Contingency-billing method project. The field for Labor Time is no longer required when creating this type of entry.

Schedule Page Formatting – We have implemented a fix for a display-only issue affecting Chrome and Firefox users. Previously, when the user had their browser zoom set to less than 100%, the Edit Event popup would open to a 6-day week format. This issue is now resolved for all users on all browsers.

Late Fee Auto-Calculate – We have updated this feature so that the Late Fees are now recalculated every time a payment is applied to an invoice or deleted.

Expense Image Uploads – We’ve resolved an issue affecting a small number of users, when unusually large images (over 700px wide) were uploaded to the system, the file path was not linking back to the entry from the server properly. This issue is now resolved for all users, and we’ve greatly increased the image size threshold for uploading expense attachments.

API Documentation Link – We have added a quick-reference link to the API documentation page to the API tab within your account settings.

View Documentation

This post will be periodically updated throughout the month to reflect new releases.

 

Click here to view July’s Release Notes

 

Question or comment about a change we’ve made?
Please contact Bill4Time Support by Email or phone: 877-245-5484

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