Estate Planning Management System - EPMS for Time Matters

Do you want to keep doing what you are doing? It's easy. It's cheap. It doesn't rock the boat. You're happy with your life and your practice. You are making plenty of money. Your staff members are happy. You have limited employee turnover. Nothing could be better. These are great reasons - if only they were true.

The reality is something less. There are real reasons to change. So here are some reasons to change to a solution that involves Basha Systems' Estate Planning Management System built on top of Time Matters case management software.

Why Choose LexisNexis Front Office powered by Time Matters?

Time Matters is one of the leading, if not the leading case management software used by attorneys. It is the glue that binds and drives the practice of hundreds of thousands of attorneys. Here are some of the reasons that attorneys across the United States have turned to Time Matters and trusted it to help them manage their legal practice:

• One place to put everything. Whether it be information about a client, details about an estate plan, notes, documents (draft, final and executed), emails, outlines, or web research, all this information gets entered into Time Matters and is forever and instantly retrievable, often in a few mouse clicks.
• Links to Billing. Whether you use LexisNexis Back Office powered by Billing Matters, PC Law, Tabs, Quickbooks or Timeslips for your attorney billing, time entered on your Time Matters calendar or task list, can be seamlessly sent over to billing with a single mouse-click.
• Links to Automation. Time Matters understands that data should not exist on an island. For that reason, there are links to HotDocs templates, Word and WordPerfect Merge Templates, Time Matters formatable clipboards, Powerviews, Reports, and even Excel that let you capitalize on the data you have already entered in your case management system.
• Links to your Communicator. Whether you have a Palm Treo, Blackberry or a SideKick mobile phone, Time Matters will let you track your contacts, your calendar, and even your billing slips.

Why Choose the Basha Systems Estate Planning Management System?

Basha Systems has been developing estate planning practice systems for over a decade. These systems are modeled on the way estate planning attorneys build their documents and relate to their clients. With EPMS, you get all the great features of Time Matters, plus:

• Get Back to Work!!! Why spend hundreds of potentially billable hours customizing Time Matters to meet your needs, when you can have a system, designed from the ground up for you and your needs? Sure, tinkering with Time Matters is fun; I should know. But you are an attorney and need to be engaged in billable work. EPMS will be installed in under an hour, so that you can quickly return to productive work.
• Direct Link to Wealth Transfer Planning. EPMS is the only system with a direct link to WTP. When you create a new Client in WTP, you can do a Lookup to your Time Matters contact list and import the client's names, addresses, phone numbers, citizenship, and a host of other information, including their estate planning preferences. You can do the same for the Client's Spouse/Partner, Children and related parties for their Global contacts list.
• No More Plain Vanilla. The "default" form styles and power views are "plain vanilla". They were designed to meet the basic needs of the average attorney. That's not you. EPMS has fully customized Form Styles, Triggers, Power Views and Clipboards that are built just for estate planning specialists. Whether you are an attorney or paralegal, you will find a place to store the information you need about your clients and their plans.
• Power Views which Empower You. Power Views can present more than a data preview or lists of records. They can become the central place where you manage a file or contact. EPMS ships with a complete set of Power Views for all major record types. These Power Views are designed to give you the information you need at a glance, and the buttons , triggers and links you need to do the work you need to do. Hey, you want directions to a client's home. Pull up the Client Power View, and click on the "MapQuest" link. This is only one of the many innovations implemented with EPMS.

It's Easier Than You Think

If you have owned Time Matters for a while, you know what I am talking about. Getting Time Matters to do what you want it to do, can take a lot of time, a lot of planning, some degree of skill, and a great deal of luck. To do it yourself, or even to provide directions to a consultant to do it, will take a lot of time and money. Wouldn't it be great if (1) installation was free, (2) training was included, and (3) the job got done yesterday. Well:

• Installation Is Free. Installation is free. Basha Systems does not provide "installation assistance." Basha Systems connects to your network and installs the feature package into your Time Matters database. You may watch, if you like.
• Training Is Included. Training on the use of EPMS feature package is free. There is a regular introduction class each week for new users. And, following installation, we will conduct a webinar just for your firm. As more users sign on, we may offer some supplemental classes on Time Matters (some for free, others at a discounted rate).
• Sorry about yesterday, but the Job Gets Done Today. Once we get your order, we schedule an installation appointment. If it is a slow day, we will do the installation on the spot. In any event, the installation will take under an hour, and then you will be ready for your training class.