Attach files to clients and matters, use Smart Fields for auto-filling, and keep everything organized in one place.
Every matter has its own document folder
Find any document instantly
Auto-fill templates with client data
Every matter in TimeNet Law has a Documents folder. To access documents:
You'll see all documents for that matter in the list below.
SCREENSHOT: Files View in a matter showing the document list with folders, file icons, tags, and the View Toggle button highlighted
Every matter has its own organized document folder, accessible via the View Toggle
When in Files View, drag files and folders from Finder directly into your matter window.
By default, files are moved (not copied). The original is removed from its location. Hold Option while dropping to copy instead.
VIDEO COMING SOON: Drag files from Finder into a matter's Files View — watch them land in the document list, then drag one file into a subfolder to organize it
Looping video · No audio · ~10-15 seconds
Drag and drop files straight from Finder into any matter — instant organization
Files View works just like a Finder window. Here are the shortcuts:
| Double-click | Open file or folder |
| Space | Quick Look preview |
| Return | Rename file |
| ⌘ + Delete | Move to Trash |
| ⌘ + Double-click | Show in Finder |
| ← / → | Collapse/expand folders |
Right-click any file for more options, including adding tags and reminders.
SCREENSHOT: Files View showing a Finder-like document browser with folders expanded, Quick Look preview of a PDF, and the right-click context menu visible
Files View works just like Finder — with Quick Look, keyboard shortcuts, and contextual menus
Tags help you organize and filter documents. Each tag can have a custom name and color.
When searching, you can filter by tag to find documents quickly.
From Files View, use the search field. TimeNet Law uses your Mac's powerful Spotlight index—search by file name, contents, file type, date, and more.
Refine your search with the date filter, tag filter, or reminder filter.
To search across all clients and matters:
Right-click a result to show it in its matter or perform other actions.
VIDEO COMING SOON: Press ⌘+D to open QuickSearch Documents, type a search term, and watch results populate instantly across all clients and matters — then right-click a result to jump to its matter
Looping video · No audio · ~10-15 seconds
QuickSearch finds any document across all clients and matters in milliseconds
Need to submit, revise, or follow up on a document? Set a reminder:
Reminders appear in your Task Manager, calendars, and Launchpad. You'll get a notification at the specified time—even if TimeNet Law isn't open.
If you're using Control Center with managed logins, reminders only appear on the assigned timekeeper's computer. Without Control Center, they appear on all computers.
Build a library of templates you can add to any matter:
To add a template to a matter:
Templates are copied to the matter—the original stays in your template library.
VIDEO COMING SOON: Open Document Templates with ⌘+9, browse the template library, right-click a template and select 'Add to Matter' — the template appears in the matter's Files View with Smart Fields auto-filled
Looping video · No audio · ~10-15 seconds
Add templates to any matter in two clicks — Smart Fields fill in client data automatically
Smart Fields automatically populate client and matter data when you add a template. They only work with Microsoft Word documents.
Always copy and paste Smart Fields from the QuickHelp panel. Typing them manually can cause formatting issues with Word.
SCREENSHOT: Document Templates window with the QuickHelp panel open showing all available Smart Fields — client name, matter number, court, dates, and more — ready to copy and paste into Word templates
The QuickHelp panel lists every available Smart Field — double-click to copy, then paste into your Word template
Prefer to work in Finder? Double-click the Document folder icon (above the file list, left of the Search field) to open the matter's folder in Finder. Any changes made there sync automatically.
Need help setting up templates or organizing your files? Perry's happy to help.
Contact Perry Directly