How the Data Migration Process Works
Moving to new software can be a stressful experience for any business. TimeSolv has over 20 years of experience in making sure the transition is smooth and will be there every step of the way helping firms through this process. See details below on how we migrate data for firms and the options available.
Migration Options
1. Historical migration
This involves migrating the following types of data from Timeslips and Tabs3 systems:
- Clients
- Matters
- Contacts
- Time Entries
- Expense Entries
- Finalized Sent Invoices
- Trust Payments
2. Snapshot
This is done via an import utility using Excel files from any software and is out of the box. We support three data types for snapshot conversions:
- Clients
- Matters
- Contacts
- Unbilled Time Entries
- Unbilled Expense Entries
- AR Accounts
Migration Process
The historical data process is as follows:
- We will review your Tabs3/Timeslips conversion application. We will document the findings in a questionnaire.
- We will help you review the data in the TimeSolv test environment. This will include a checklist after you schedule a call with your onboarding manager.
- If there are any issues noticed, we will try to resolve them until you decide to go live.
- If you are happy and satisfied with the data in the testing environment, you will send us a final data backup and within two business days you will be ready to go live.
- The onboarding manager will get access to your TimeSolv account that you have subscribed to so that they can move the data into that account. You will get an email to confirm your data has been migrated.
- Please schedule a call with your onboarding manager to configure the system according to your needs, e.g. setting up Timekeepers, basic firm-level settings, invoice templates etc.
The duration for historical data process includes three weeks between the first and second call with you onboarding manager, and two business days after the decision to go live.
Snapshot conversions process is as follows:
- The first call with your onboarding manager will be to understand your migration needs, such as the type of data you wish to import.
- With snapshots we go straight to live by skipping the testing environment as they involve a lot of configurations.
Pricing
Out of the Box:
- Timeslips or Tabs3 Full or Snapshot Conversion (including other systems) – $350 for 1 user, $125 per additional user.
Clean-up:
If you need extra work, such as sorting through messy data and difficult data format, we will charge you $150 per hour. We will let you know how long we estimate the data clean-up will take, and after you have proofed the clean-up we will proceed further.
Customization:
We charge $150 per hour for additional data migration that is not included in the out of the box migration process.
Types of Data
For historical data migration:
| Client | Client Name |
| Client ID | |
| Client Status | |
| Responsible Timekeeper | |
| Active/Inactive Date | |
| Status | |
| Matter | Matter Name |
| Matter ID | |
| Matter Status | |
| Open Date/Close Date | |
| Matter Responsible and Originating Timekeeper | |
| Contact | First Name |
| Last Name | |
| Email Address | |
| Address (Line 1,2,3) | |
| Phone number | |
| Fax Number | |
| Time Entries | Timekeeper Name |
| Client | |
| Matter | |
| Hours | |
| Rate | |
| Description | |
| Billable Type | |
| Expense Entries | Timekeeper Name |
| Client | |
| Matter | |
| Rate | |
| Quantity | |
| Mark up | |
| Total | |
| Description | |
| Billable Type | |
| Invoices | Complete Invoice |
| Payments | Payment Date |
| Matter | |
| Allocation details | |
| Payment Reference Number | |
| Amount | |
| Available Balances | |
| Trust | Matter |
| Date | |
| Amount | |
| Reference | |
| Allocation details | |
| Available Balances | |
| Timekeepers | First Name |
| Last Name | |
| Email Address | |
| Initials | |
| LEDES Billing Information | |
| Rate |
For snapshot data migration:
| Client | Name |
| Invoice Name | |
| Client ID | |
| LEDES Client ID | |
| Next Matter ID | |
| Status | |
| Type | |
| Currency for Invoice | |
| Billing Increment | |
| Override Billing Rate | |
| Open Date | |
| Inactive Date | |
| Taxable Status | |
| Apply Interest? | |
| Annual Interest Rate | |
| Grace Period | |
| Payment Term Type | |
| Payment Terms Description | |
| Additional Email Addresses | |
| Has Default Email? | |
| Invoice Output Format | |
| Print? | |
| Automail? | |
| Portal Access? | |
| Rate By | |
| Global Rate | |
| Client Category | |
| Client Sub-category | |
| Interest Type | |
| From Address | |
| Flexible Template | |
| Default Name | |
| Default Trust | |
| Receive All Portal Invoice Payments in… | |
| Time Tax Rate | |
| Tax Override Time | |
| Time Tax 2 | |
| Tax 2 Override Time | |
| Expense Tax Rate | |
| Tax Override Expense | |
| Expense Tax 2 Rate | |
| Tax 2 Override Expense | |
| Override Invoice Narratives? | |
| Cover Page Narrative | |
| Invoice Narrative | |
| Invoice Footer Text | |
| Invoice Email Text | |
| Statement Email Message | |
| Paid Invoice Email Message | |
| Payment Instructions | |
| Matter | Client Name |
| Matter Name | |
| Matter ID | |
| LEDES Matter ID | |
| Responsible Timekeeper | |
| Commission Percent | |
| Originating Timekeeper | |
| Originating Commission Percent | |
| Active? | |
| Billable? | |
| Rate By | |
| Rate Code | |
| Start Date | |
| Estimated End Date | |
| Inactive Date | |
| Purchase | |
| Purchase Order Number | |
| Task Code | |
| Sub-Task Code | |
| Expense Code Option | |
| Time Approval Enabled? | |
| Expense Approval Enabled? | |
| Plan Task Required? | |
| Plan Task Assignments Required? | |
| Billing Arrangement | |
| Matter Billing Event | |
| Fixed Fee Amount | |
| Budgeted Hours | |
| Prevent Hours Exceeding Budget? | |
| Budgeted Fees | |
| Prevent Fees Exceeding Budget? | |
| Budgeted Expense | |
| Prevent Expenses Exceeding Budget? | |
| Budgeted Invoice Amount | |
| Prevent Invoice Over Budget? | |
| Payment Terms | |
| Payment Terms Text | |
| Additional Email Addresses | |
| Default Email | |
| Report Output Format | |
| Default Print | |
| Default Automail | |
| Default Portal? | |
| Consolidated? | |
| Client Category | |
| Client Sub-category | |
| Opening Balance | |
| Hold Billing | |
| Billing Code | |
| Has Interest Calc | |
| Interest Rate | |
| Interest Type | |
| Grace Period | |
| Interest Start Date | |
| From Address | |
| Flexible Template | |
| Discount Percentage | |
| Apply Discount? | |
| Task Code | |
| Override Invoice Narratives? | |
| Cover Page Narrative | |
| Invoice Narrative | |
| Invoice Footer Text | |
| Invoice Email Message | |
| Statement Email Message | |
| Paid Invoice Email Message | |
| Payment Instructions | |
| Contact | Title |
| First Name | |
| Last Name | |
| Address Line 1 | |
| Address Line 2 | |
| Address Line 3 | |
| City | |
| State Abbreviation | |
| Province/Region | |
| Postal Code | |
| Country Code | |
| Office | |
| Cell | |
| Pager | |
| Fax | |
| Notes | |
| Client Name | |
| Matter Name | |
| Contact Type | |
| Has Portal Access? | |
| AR | Client Name |
| Matte Name | |
| Date | |
| Amount |
The Right Tools for Every Profession
Manage projects, track progress in real-time, send invoices and record payments
Consultants
The ability to efficiently break your business down and track by client, task, frequency, and more brings new clarity to your work and saves you valuable time. Use customized, professional invoices with your company’s logos and style for a polished look that elevates your brand. Comprehensive reports about your invoices give you clear data on which clients are best for your business and which customers should be reconsidered.
Accountants
With Intuit QuickBooks Online or Desktop integration, TimeSolv its seamlessly into your workflow. Accounting is time-consuming enough—you want your time-tracking and invoicing solution to be as simple as possible. Leave the filing cabinet behind and use our invoicing dashboard to create and send customizable, robust invoices. The Intuit QuickBooks integration is flawless for superior user experience with bank reconciliation features and other time-saving features for small businesses.
Freelancers
To thrive, self-employed freelancers and small business owners need excellent time-management and expense reporting software. Don’t let business expenses, organizing receipts, and invoicing take up too much of your time. Track each billable minute and create invoices in seconds so you can maximize your billable hours, manage cash flow, and set reasonable quotes for value billing to grow your small business.
Use the best invoicing software for self-employed and small business owners to create recurring invoices for any clients on retainer to automate your billing completely. Send professional invoices and payment reminders customized with your business logos to attract and retain high-quality customers. Accept customers’ payments via credit cards and bank account drafts to keep your AP/AR in check.
PR Firms
Tracking time accurately provides important insights to all PR professionals for budgeting and bidding on new fixed-fee projects. Clients often want to pay a single rate in a fixed-fee project, but you need to stay profitable. One of the features of TimeSolv is that you can use our invoicing software to track time to set rates and use the entries to invoice quickly and send payment reminders to reduce your accounts receivable and receive payments at the end of the month. Tracking time accurately provides important project management insights to all PR professionals for budgeting and bidding on new fixed-fee projects.
Mac Firms
TimeSolv was designed for companies that are used to products that work seamlessly from one device to another. TimeSolv’s invoicing software matches Mac’s simple interface and can sync across devices, so it’s easier to communicate with everyone on your team and stay on top of project management. With our integration features and accounting tools you can Become an invoice ninja and finish your invoicing and billing fast, no matter where you’re located or what device you're on with our easy integration and user experience.
