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"More Info" field not referenceable in Intake Layout Manager

When inside the intake layout manager, we want to reference the case tab's "More Info" field, however it is not an option. Please provide us an option to reference it in the Intake Layout Manager.
Guest about 1 month ago in  0

Add an advanced search column for provider roles and provider specialties.

In advanced search, we can filter by provider roles and their specialties, however if we would like to display them in the report we cannot. Advanced search does not offer a column for these two fields.
Guest about 1 month ago in  0

Manager provider card layout based solely on provider role.

We should have the ability to manage the provider card on a provider role basis. This would allow the customer fields to appear when searching providers, preventing us from having to place the provider in a certain case type to view/edit desired f...
Guest about 1 month ago in  0

Ability to Accept Payments

Currently we use podium to communicate via text for the sole purpose of allowing clients to make payments directly into our bank account without the necessity of fees and charges for a credit card service
Guest about 2 months ago in  0

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

To be able to email the intake to the referral attorney.

I would like to be able to email the intake directly to the attorney that I am referring a case to. That way I can track it and also get updates from that attorney etc.
Guest about 2 months ago in  0

Show the cc in the Email preview side panel

It would be helpful to see the cc in the notes email preview side panel. Currently, only can see the To and From.
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

Browse Documents - Please add case number and a link to the case

Right now there is no way to determine the case number the document relates to. It would be even better to have an option to jump to the case.
Guest about 2 months ago in  0

Option to deduct expenses before calculating fees on settlement statement

My firm deducts the case expenses before calculating attorney's fees, so the current settlement calculator is useless to me. I would like the option to deduct expenses and then calculate fees and net to client.
Guest about 2 months ago in  0