Ideas & Enhancements

Mass Client Texting

User has a hard time trying to filter for checklists, because only Blank, Open, Done, Open/Done filter options are available for Status.The user needs an all-inclusive Status filter that includes All (Open, Done and Blank)Alternatively, the user n...

That window that pops up on the right hand side of the screen when you click once on a note is too small/narrow. It makes reading longer notes difficult without going fully into the note. It would be nice if there was an option to have that pane p...

It would be nice to be able to create document tags as you need them (self building list) rather than having to pre-populate a minidirectory with them.

When searching for a party, the only information shown for each case are case #, open date, case type, status and primary staff. To further identify which case is what it would be helpful to add the party role for the case as well.