Over time, your law practice may change. Clients and timekeepers come and go, and matters eventually get finished and (hopefully) paid. TimeNet Law makes it simple to keep things tidy, while still retaining all of your historical data.
Making Clients Inactive
If you’ve completed all work for a client, and they’ve settled their accounts with you, it’s no longer necessary to see their name in your system all the time. By making a client Inactive, they will be hidden from windows and reports, but you can still easily look at their data, or make them active again later.
- Edit a client by right-clicking their name in the main window and selecting Edit Client, or hold Option on your keyboard and double-click the client.
- Select Inactive from the Status popup under the Name field.
Once a client is inactive, it will be hidden from the main window and excluded from reports. You can include inactive clients in reports by checking the Include Inactive Clients checkbox.
Viewing and Re-Activating Inactive Clients
Once you’ve made clients Inactive, they no longer appear in the main window. To view them, select View > Show Inactive Clients from the menubar, or click the gearwheel button at the top of the client list and select Inactive Clients under the Show section of the popup menu.
When inactive clients are visible, you can repeat the steps above to edit the inactive client and change their Status to Active.
Making Matters Inactive
Once you’ve completed a matter, you can make it inactive so it no longer appears in the matter list under that client. It will also be excluded from reports unless you check the Include Inactive Matters checkbox.
- Open the matter you wish to make inactive.
- Select Matter > Make Matter Inactive from the menubar.
Viewing and Re-Activating Inactive Matters
Once you’ve made matters Inactive, they no longer appear in the main window. To view them, select View > Show Inactive Matters from the menubar, or click the gearwheel button at the top of the client list and select Inactive Matters under the Show section of the popup menu.
When inactive natters are visible, you can open the inactive matter and select Matter > Make Matter Active to re-activate it.
Making Timekeepers Inactive
If a timekeeper leaves your law firm, do not delete them from the Timekeepers list. You’ll want to keep them in the system for historical purposes. Instead, make them inactive.
- Open the main Preferences and click the Timekeepers pane in the toolbar.
- Double-click the timekeeper you wish to make inactive.
- Select Inactive from the Status popup under the Position field.
Re-Activating Inactive Timekeepers
Inactive timekeepers will always appear in the Timekeeper list in the Preferences window. Double-click them and change their Status back to Active.
By making clients, matters and timekeepers inactive in TimeNet Law, your software will remain uncluttered and be much easier to navigate. Hidden away but easy to access, your historical data will remain intact and your software will be more focused.