Ideas & Enhancements

The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case. The user wants to be able to save time rather than doing another process of posting back to the c...

To apply a bulk update(for example, add a type), a user has to check each item. This could be troublesome when updating a considerable amount of documents.

There is no option to undo if the special note is deleted using the 'Clear' button. An 'Undo' button should be added in case the special note is accidentally cleared.

Add Alternate Case #1 to Case Header and in Search Pop Outs

Remove the 'add Note' button from the head of the case - when suers are on the Notes tab, it is confusing because they think that is where they are supposed to cliek to ad a note.

Have the option to sort phone numbers instead of having to delete and re-enter phone numbers in the order you want it saved.

Especially helpful for discovery that had document production or pleadings and motions with attendant exhibits.

The user wants to be able to check the box to select all the checks in his/her listings rather than one by one. The user wanted it to automatically select all when he/she refreshes the screen. The firm could be printing 7-10 checks per day or even...

You should be able to click on the icon and take you back to the home screen with your appointments and checklists

There is an option in the checklist to group items by different information. At the moment, there is no way to do that in other list tabs like case documents or case notes. It should be an option in those tabs as well.