Ideas & Enhancements

Would like to see the trash can brought back to delete the recent searches. It existed before the 12/21/2020 update but no longer. Would ALSO like to see the option to clear all recent searches.

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.

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.

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.

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...

5.0 generally seems to require a lot more mouse clicks than 4.x. Taking your hands off the keyboard and over to the mouse is cumbersome. This is especially an issue me when generating a document. For example, searching for the document, you have t...

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

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

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

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...