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Post Client Costs with using quickbooks online

It would be nice to post client costs to each case without QuickBooks online.
Guest about 2 months ago in  0

Communication Center>Texting - Add an option to search the Last Reply field (text content)

No description provided
Guest about 2 months ago in  0

Alerts for Date of Majority

Oftentimes our teenage clients reach the age of 18 during the pendency of the case. Would be nice to be alerted/notified when "our client" "minor" reaches majority.
Guest 2 months ago in  0

Zoom Integration - once on a call, add an option for a keypad.

An example might be if you have to enter an extension number or a number for a specific department.
Guest 2 months ago in  0

Add a Group Special Permissions for access to making a case Dormant.

A lot of the time our team members make a decision on their own to make a case Dormant and we would like to be able to control who has the ability to put a case into the Dormant stage by adding a Group Special Permissions for access for it.
Guest 2 months ago in  0

Ability to add court documents to Litigation Docs tab

It would be more efficient if you could add the court documents to the lit docs tab instead of only on the case docs tab. Sometimes with the all records, bills, correspondence, etc they get lost on that tab and its harder to review through them ev...
Guest 2 months ago in  0

Default to General Notes Tab

We just started using texting and that adds alot to the "all notes" we would like of we could default to the general notes tab. OR, if texts would only be saved to the text message tab and not both text and all notes.
Guest 2 months ago in  0

Copy name and address

This option works for a provider only. Please add this feature to any client.
Guest 2 months ago in  1

Printing all value tab entries again instead of 50 items at a time

We used to be able to be in a value tab, go to actions and hit print and the entire list would print. Now it only prints 50 items. For cases that are years old, there are way more than 50 items. Why would that be taken away? It just creates more w...
Guest 3 months ago in  0

Tagging Emails

Hello all – Not sure if this is the place to deal with this but just want to let you know that taking away the feature to file (“tag”) multiple emails all at once is incredibly burdensome. In Trialworks we could file emails all at once. As lawyers...
Guest 3 months ago in  0