CRM

Migrate your Time Matters(r) data

Desktop-first legal practice management with deep merge-template and relational data capabilities, now showing its age against cloud-native alternatives.

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In its favor

Why people choose Time Matters(r)

The signal that keeps Time Matters(r) on the shortlist. Sourced from G2, Capterra, and customer scoping calls.

The merge-into-templates feature is still unmatched for firms with large form libraries — one long-time user since 1998 calls it the best relational-database merge processing available in any legal CRM.

The many-to-many relationship between Contacts and Matters lets firms link a single contact to multiple cases without duplicating records, which modern flat CRMs often lose in migration.

Firms value deep field-name and visual-record-form customization, allowing the software to match idiosyncratic firm workflows without code changes.

The flat-rate pricing model appeals to solo and small firms that want predictable monthly costs with no per-user surprises.

Long-established users cite the separate contact and matter databases and the sort-select tab organization by practice area as the core reason they stayed for years.

The UI and feature set feel dated compared to cloud-first competitors like Clio, MyCase, and Smokeball that offer native mobile apps and modern automation.

Billing and accounting modules are widely reported as cumbersome and unintuitive, driving firms to platforms that handle legal billing natively and better.

Customer service scores (2.9 on Capterra) reflect frustrations with slow or unresponsive support, especially for firms on older versions.

The lack of a public API means no integrations, no automation hooks, and no programmatic way to extract data — forcing firms into manual CSV exports for any migration.

Modern competitors offer easier workflow automation; a Reddit thread comparing TimeMatters to MyCase noted that literally everything was easier in the alternative platform.

Reasons to switch

Why people leave Time Matters(r)

The recurring reasons buyers give for replacing Time Matters(r). Presented as facts, not knocks.

Platform scorecard

Strengths, weaknesses, and where Time Matters(r) fits

Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.

SWOT — strengths, weaknesses, and use-case fit

Strengths

True relational database architecture with many-to-many Contact-Matter relationshipsDeep merge-template system with field-level control for document assembly workflowsFully customizable field names, form layouts, and practice-area sort tabsFlat-rate pricing with no per-user billing surprisesLong-standing product with a stable file format and export infrastructure

Weaknesses

No public API — all data movement is manual file-based exportDesktop-client-only (on-premises) with no native cloud or mobile accessUI and feature set lag behind modern cloud-native legal platformsLow customer satisfaction scores relative to alternatives on G2 and CapterraBilling and accounting modules considered cumbersome by experienced users

Where it works

Solo and small law firms (1–10 attorneys) with stable, geographically centralized teams that operate entirely from office workstations without requiring mobile access or remote collaboration.Firms that have accumulated large libraries of document templates (10+ gigabytes of forms) and depend on relational merge-into-templates workflows to assemble client-specific documents rapidly.Practices that prioritize a fixed flat-rate monthly cost over ongoing feature development, especially when per-user pricing tiers would increase expenses unpredictably.Law firms in rural or regional markets with generalist practices covering multiple legal areas that use sort-select tabs and field customization to organize heterogeneous case types.Legal practices that require strict on-premises data residency and have IT infrastructure to maintain desktop installations without relying on SaaS or cloud hosting.

Where it struggles

Law firms that require attorneys and staff to work remotely or across multiple locations, given the desktop-client-only architecture with no native mobile apps or cloud access.Growing firms with more than 10–15 users who need real-time collaboration, shared document editing, and integrated team communication tools that Time Matters does not provide.Practices that depend on third-party integrations—such as accounting software, e-filing systems, e-discovery platforms, or lead capture CRMs—because Time Matters lacks a public API for automated data exchange.Legal organizations subject to modern data-security standards, SOC 2 compliance requirements, or regulatory expectations around cloud-native audit trails and encryption, which on-premises desktop software cannot readily satisfy.Mid-size and large law firms that require native legal billing with trust accounting, LEDES billing codes, and client portal access, all of which users report as cumbersome or absent in Time Matters.

Pricing tiers

Time Matters(r) pricing overview

Time Matters is priced at a flat rate of $39 per month according to Capterra, with no per-user breakdown visible in current public listings. This pricing model is simpler than per-seat competitors but reflects that the product is desktop-only and lacks the per-user licensing tiers common in cloud legal platforms.

Standard

Tier 1 of 1

$39/user/month (flat rate reported by Capterra)

What's included

Full-featured desktop client for WindowsContacts, Matters, Events, Tasks, Notes, and Time trackingCustom Export wizard for data extractionMerge template support for document assemblyNo public API accessReported as a flat monthly rate, not per-seat in available listings

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Pricing is informational. FlitStack AI does not bill on Time Matters(r)'s schedule — see our quote-based pricing →

What gets migrated

Time Matters(r) object support

Object-by-object support for Time Matters(r) migrations. Per-pair details surface during scoping.

Contacts

Fully supported

Time Matters maintains a separate contact database with many-to-many relationships to Matters. We export via Custom Export, select all fields, include archived records, and map each contact's unique ID to preserve relationships in the destination CRM.

Matters

Fully supported

Matters (cases) are the core record type alongside Contacts, Events, and ToDos. We export Matters with all standard fields, custom form fields, and the Matter-Contact linkage table to reconstruct relationships in the destination.

Events

Fully supported

Events (calendar entries) are one of the four main record types in Time Matters. We export via the same Custom Export wizard, selecting the Events record type and preserving date, time, and linked Matter associations.

ToDo's (Tasks)

Fully supported

Tasks are exported as a distinct record type using the Custom Export wizard. We preserve due dates, completion status, priority flags, and the task-to-Matter linkage.

Notes

Fully supported

Notes are exported as a standalone record type, preserving rich text content, creation dates, and links to the parent Contact or Matter. We map note body fields directly to the destination's note or document object.

Time and Expenses

Mapping required

Time and expense records export via the Custom Export wizard but require careful mapping of billing codes, rates, and date formats. We cross-reference with billing module data to ensure billable hours and expense amounts land correctly in the destination practice management system.

Custom Forms and Fields

Mapping required

Time Matters allows customizable field names and custom visual record forms. When exporting, we identify every non-standard field, build a field map, and either create matching custom fields in the destination or flag where values must be collapsed into standard fields.

Document Attachments

Not in this platform

Time Matters stores documents and PDFs linked to matters, but the export wizard does not include binary file attachments. We extract document metadata (filename, path, date, linked matter) and flag that a separate file share migration is required for the actual document library.

Billing and Accounting Records

Mapping required

Time Matters has integrated billing and accounting features. Exporting invoice history, trust account balances, and ledger entries requires running multiple exports and cross-referencing by Matter number. We separate AR/AP open balances from historical transaction history since they map to different objects in destination platforms.

TM Messenger / Internal Communications

Not in this platform

TM Messenger logs and internal communications stored within Time Matters are not included in the standard export. We do not migrate these records and flag them for the customer as a separate data consideration.

Merge Templates

Mapping required

Firms often have hundreds of HotDocs-style merge templates stored in Time Matters. We export the template library as a file share, record the template-to-field mappings, and document the template list so it can be rebuilt in the destination document assembly system.

Gotchas

What to watch for in Time Matters(r) migrations

Issues we've hit on past Time Matters(r) migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.

High

No API forces file-only migration with manual export wizard steps

Medium

Archived records excluded by default — explicit 'Both' selection required

Medium

Include field names checkbox is easy to miss, leaving CSVs headerless

High

Binary documents and attachments not included in any standard export

Low

Merge template library requires separate file-share export, not in export wizard

How a Time Matters(r) migration works

Four steps, Time Matters(r)-specific

Connect

None — no public API into Time Matters(r). Scopes limited to read-only on the data we move.

Map

We translate Time Matters(r)-specific structures (custom fields, objects, value lists) to the destination's model.

Sample

Test with a 50–200 record subset to validate Time Matters(r) quirks before production.

Migrate

Full migration with Time Matters(r) rate-limit handling. Rollback available throughout.

FAQ

Time Matters(r) migration FAQ

Answers to the questions buyers ask most during Time Matters(r) migration scoping. Not seeing yours? Book a call.

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Most Time Matters(r) migrations under 1M records finish in 48–72 hours end-to-end. Larger orgs with custom objects or buyer-side security review typically take 5–7 days.

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