On the calendar tab, would like it to remember my last chosen options - for example, if I have multiple staff selected, the next time I log in the same staff should be selected when I click on the calendar tab. Right now, it defaults back to only ...
Duplication check when adding a new name - check email and phone number fields
It would be nice when entering a new contact that their email address or phone number already exists within the system. This can help reduce duplication.
Our firm scans in our client's drivers license and puts it in the profile picture. It allowed us easy access to verify their information and we could compare the picture to the person. But, a couple updates ago you took off the zoom in option and ...
It would be extremely helpful to have a discovery tab that would help track what was sent and what was recieved. The ability to associate the documents would be necessary and very helpful for organization. (See Smart Advocate's tab like this)
It would be very helpful to have a medical treatment tab that we could associate records and billing to, which would have categories for dates of service, costs, etc.
Case Dates should automatically trigger a Calendar Entry
Most case dates require a duplicative entry to add it to the calendar as well. This should be an automatic option which would serve all firms. For example adding a trial date in case dates should automatically add a calendar entry for that trial date
Changing "Contact" to "Company" in a Person Provider Entry Address entry
When adding an address to a provider that is a person, there is no field for "Company." There used to be, but it seems to have been replaced with "Contact," which is a little redundant in a provider entry that is an individual. The contact is the ...
It would be great to have a button that could generate documents such as Settlement Memos, Demands, Petitions, Discovery Requests, etc based on Case Data. That way we can increase the output per person and decrease the time spent doing the same th...
On each page a detailed description of what the integration offers, a link to the Knowledge Base Articles for that Integrator, and a link to the Integrators website.
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