Even experienced firms may not be using PCLaw or Time Matters to its full potential. Over time, small gaps in configuration, reporting, billing, workflows, training, or system performance can create extra steps, inconsistent processes, support requests, or user frustration.
Professional Services helps your firm identify where the software could better support your team and create a practical path forward. Whether you need to improve configuration, strengthen workflows, review system health, train users, or use more of the capabilities already available in PCLaw or Time Matters, our team can help you get more value from the software your firm already relies on.
Firms turn to Professional Services when they are dealing with:
Professional Services can help your firm make practical improvements across the systems, processes, and daily tasks that keep your firm running. Select your product to see how we can help.
Review accounting processes, identify discrepancies, and improve trust and general bank reconciliation practices to help your firm follow recommended workflows and strengthen confidence in financial data.
Get guidance on billing workflows, split billing configurations, Matter Manager use, and matter lifecycle processes to help your team work more efficiently and consistently.
Improve reporting setup, reporting accuracy, custom report guidance, and access to the key financial and operational information to support more informed business decisions.
Review system configuration, performance, backup best practices, A/R and A/P processes, month-end and year-end workflows, and user training needs to help your firm get more value from PCLaw.
Review system performance, Outlook and third-party integrations, database integrity, server, workstation, SQL, and environment configuration to help Time Matters better support daily firm operations.
Standardize data entry, reduce duplicate or incomplete information, streamline manual tasks, and evaluate workflow automation opportunities to help users work more consistently across matters and practice areas.
Tailor forms, layouts, fields, and data entry screens to help users capture information more accurately and efficiently.
Provide practical guidance for modernization, system transitions, user adoption, and best-practice training to help firms maximize the long-term value of Time Matters.
A PCLaw Health Check helps firms review data integrity, accounting accuracy, reconciliation processes, system configuration, performance concerns, and backup best practices. It can help identify errors, uncover process gaps, and provide recommendations to support better accuracy, efficiency, and confidence in PCLaw.
A Time Matters Optimization Assessment helps firms review system performance, data integrity, configuration, integrations, workflow structure, reporting, forms, and overall system environment. It can help identify opportunities to improve efficiency, consistency, reliability, and day-to-day use of Time Matters.
For firms that want recurring support around PCLaw accounting and reconciliation processes, Professional Services can provide ongoing review, guidance, and recommendations to help strengthen financial accuracy, reporting confidence, and month-end readiness.
Available recurring PCLaw services may include General Ledger review, bank reconciliation support, report reconciliation, month-end review, year-end preparation, and related financial process guidance.
Explore PCLaw Accounting & Reconciliation ServicesWhether your firm needs help with a focused issue, a broader workflow improvement, or ongoing strategic guidance, Professional Services packages give you access to experienced PCLaw and Time Matters specialists who can help you make measurable progress.
Best for firms that need targeted guidance, a focused review, or help addressing a specific workflow, question, or process.
What your firm can accomplish
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The Essential package is a practical starting point for firms that want expert help without a large commitment.
Best for firms that want to improve multiple processes across several areas of PCLaw or Time Matters.
What your firm can accomplish
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The Professional package is a strong fit for firms ready to move beyond quick fixes and make broader improvements.
Best for firms that want deeper support, larger-scale optimization, or ongoing access to expert guidance.
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The Premier package is the best fit for firms that want deeper support, strategic guidance, and more room to improve how PCLaw or Time Matters supports the business.
Professional Services packages include direct phone access to experienced Level 2 specialists, giving firms another way to connect when questions come up. For teams that prefer to talk through product questions by phone, this added access makes it easier to discuss PCLaw and Time Matters topics such as configuration, workflows, accounting, reporting, and system-related needs.
It is a convenient option for firms that value real-time conversation and direct phone access to experienced product specialists.
Not sure which area to focus on first? Start by looking at where your team spends the most time, where the same questions or issues repeat, and where your software may no longer match the way your firm works today.
PCLaw Professional Services can include consulting, training, accounting and reconciliation guidance, reporting support, billing workflow assistance, system health reviews, and best-practice recommendations. The goal is to help firms improve efficiency, accuracy, confidence, and overall use of PCLaw.
Professional Services helps firms identify where PCLaw may be underused, misconfigured, or no longer aligned with current processes. Services may focus on improving billing workflows, reconciliation processes, reporting visibility, matter management, staff training, and system performance.
A PCLaw Health Check is a review of your PCLaw environment, including data integrity, accounting accuracy, reconciliation processes, system configuration, performance concerns, and backup best practices. It helps identify areas that may need attention and provides recommendations to support accuracy, efficiency, and confidence moving forward.
Yes. Time Matters Professional Services can help firms review workflows, improve system performance, evaluate data quality, customize form styles and layouts, review integrations, and align Time Matters with firm-specific processes and practice-area needs.
A Time Matters Optimization Assessment is a comprehensive review of the firm's Time Matters environment. It may include database integrity, data quality, system performance, integrations, server and workstation configuration, workflow effectiveness, and recommendations for improvement.
A firm should consider Professional Services when it wants to improve how PCLaw or Time Matters supports daily work. That may include recurring questions, billing or reporting challenges, accounting or reconciliation concerns, workflow inefficiencies, training needs, performance concerns, upgrades, staff changes, or a desire to use more of the software's capabilities.
Professional Services and technical support are different but complementary. Technical support helps firms address product questions and support needs. Professional Services focuses on consulting, assessments, training, configuration guidance, workflow improvements, best practices, and longer-term opportunities to help firms get more value from PCLaw or Time Matters.
Professional Services can help your firm take the next step toward more efficient, consistent, and confident use of PCLaw or Time Matters. Talk with our Professional Services team to identify opportunities to strengthen processes, support users, and get more value from the software your firm already relies on.
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