Ideas & Enhancements

It would be nice if the Advanced Search had the ability to creating listing reports for intakes as well.

When sending an email in Outlook, you currently have to tag the email separately from sending the email. Would like to have the option, like in older versions, where you can just post & send email in Outlook and attach to the case.

Ability to merge multiple documents at once and option to do across cases as well.

With the Jan 25 Update users have to go to the Documents Tab and go to Settings to access SharePoint link for the documents of a case. Users would like to have the hyperlink in the Case Tab again for easier access.

An attorney or supervisor can create a checklist item when reviewing a file for the assistant/paralegal and once the task is set they would be able to email that task directly out (like a note).

These Litigation Titles by design appear in the Case Headers but it's been brought to my attention that clients would like to not see them in the header. It has been reported as an issue multiple times despite it being by design.

It would be nice to be able to double click a case number while merely previewing a message and be able to have that take you striaght to the file. Currently, you have to completely open the message and double click the case number.

Add a button when opening or previewing a message that would open a reply window and, when that reply is sent, automatically delete the message from your inbox.

When parties have the same name and middle initial, the search results look identical.Unless you know case numbers by heart, you would have to open each case to see which is the right case for the party.More context information in the search area ...