Bring the delimited listings Timeslips already prints. Tier 4 Legal reads them, shows every row it will keep and every row it will leave out, and writes only when you say so.
| Listing | Rows in | Left out |
|---|---|---|
| Clients | 214 | 0 |
| Timekeepers | 6 | 0 |
| Task codes | 41 | 0 |
| Expense codes | 12 | 0 |
| Slips | 18,402 | 3 |
| Bills | 1,096 | 0 |
| Funds | 862 | 1 |
Seven listings, each printed to a delimited file with its header row. Your office can make them in one sitting.
The client listing with nicknames and addresses.
Names, initials and rate levels.
Two listings, the task listing and the expense listing, with rates.
Time and expense slips, billed and unbilled.
Bill numbers, dates, balances and the payments column.
Trust and retainer transactions.
Tier 4 Legal reads every file, works out which listing it is, and shows the counts: clients, matters, timekeepers, entries, bills, payments, trust. Nothing is written yet.
Rows that cannot be placed are listed by file and, where it applies, row number, with the reason in plain words.
One confirmation writes everything in a single step. Uploading the same files twice is caught before anything is written.
The whole move-in comes back out, as long as no new work has been added on top of it. If something has, Tier 4 Legal names it.
Your numbers and your history come across in the shape you already use.
Nickname 2 becomes the matter number. Clients are filed under their full names.
Each timekeeper keeps a rate per level; each slip keeps the rate it was billed at.
A billed slip with no bill is set aside and named.
Trust funds replay with a running balance. Anything that would go below zero is set aside and named, never written.
Retainer money is added up into one retainer balance, and the preview tells you how many lines were combined.
New bills continue after the highest imported number in your numbering.
Open the app, check three things, and get back to work.
Compare the Trust tab to your last Timeslips funds report. The numbers should match to the cent.
Open receivables should equal your last aging. Bill numbers are the ones you already use.
Rates and codes are under Settings. New entries pick up the right rate for the client, matter and timekeeper.
We walk through your own data with you before you commit to anything.