Ideas & Enhancements
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The Search box is too short for the font style.

The Search box is too narrow for the font style. It cuts off the tails from lowercase letters. Sometimes, when I come back to the box after being called away on another task, I have to do a double-take and ask myself, “Did I type a g? Or was it a q?”
Guest almost 5 years ago in General / Search 0 Unlikely to implement

Ability to add multiple staff to one checklist item

Have the ability to add multiple staff to checklist items. Things such as SOL be added to all assigned staffs checklist
Guest almost 5 years ago in Checklist 0

Outlook Post and Send Note Date set as when Email was received/sent, not when posted.

Outlook Post and Send Note Date set as when Email was received/sent, not when the note was posted.
Guest almost 5 years ago in Integrations 1

Ability to change/edit Case Header

Have the ability to change the header to display additional or other bit of information. Things such as DOB should be able to be added into the header
Guest almost 5 years ago in General 1

Provider Record Controls - Prevent use of a provider in a case (moved, out of business, etc)

For various reasons, over time provider cards can become "stale" and should no be associated with cases going forward. As these providers may already have history, removing them is not a good option. While more robust controls over maintenance m...
Guest almost 5 years ago in General 1

Make the cursor default more logical/intuitive

Example: in the "Select a document" box when generating a document, the cursor should default to the first search box (in this case, document #). When you clicked on generate document in 4.x, users knew you could start typing the doc number right ...
Guest almost 5 years ago in General / Search 1

Too much clicking to select parties and providers on PDF merge

Too much clicking to select parties and providers on PDF merge Client wants an option that doesn't require the extra click on OK after selecting parties and providers in PDF Merge forms.
Guest about 5 years ago in  1

Add spot to include name behind phone numbers and emails (max of 10 characters)

We have juvenile clients whose parents we use their phone number. It would be nice to be able to provide their name (currently I am using the ext. spot to put their name in but it only allows 10 characters) to distinguish the mom, dad or child's p...
Guest about 1 month ago in  1

Provide for "if, then" logic to generate tasks in the checklist

Allow a task to be generated based on whether something has or has not occurred. This would enable tasks to be generated only if something has not happened (a client or another firm has not returned a required document by a specific date or after ...
Guest 2 months ago in  0

Add one line of Synopsis screen to the individual cases durng search

It would be very helpful if we could see at least the first line of the synopsis when searching for cases where the party has multiple cases. Often time we identify the case by the body part which is listed in the synopsis.
Guest 2 months ago in  0