The way it works now, if I click on a text notification, it opens as a distinct tab. I'd like for it to open in the Text Messages notes tab within the matter file, so that timers open/don't stop, and it doesn't require additional steps to access t...
Changes Needed to the Intake: Currently the Intake questionnaire details are lost when you convert the intake into case. The Intake Packet should be saved to the Intake tab to see the entire intake packet including the questions and answers that we added to the intake. It is absolutely terrible that we lose this data when we convert it to a case.
Please add an option to add a reminder when a new record request is logged on the Records tab. Separately adding events to the calendar or checklist for each request on each case is time consuming when doing a high volume of requests. Ideally, whe...
Function to mass update multiple case types at the same time or push a change to the same tab to multiple cases.
This would save massive amounts of time and ensure a case type an update should apply to wasn't mistaken missed because the user had to update 10 case types and missed one.
Ability to individually move day-of checklist items freely up and down the checklist.
When on the dashboard, it would be very helpful to be able to arrange checklist items by clicking and dragging into the desired order. This would allow us to be able to put most urgent/top priority items at the top of the list and creating more da...
Ability to move/rearrange case tabs when several are open.
It would be extremely helpful to be able to move tabs around when several cases are open. Just as when you are on an internet browser and are able to rearrange tabs at the top of the page, being able to rearrange client case tabs would be very hel...
Currently, we have created a report to show billing charges, amounts paid, adjustments taken, and total due for a specific client. We can use the sum feature on the columns for Total charges & Total Due. It would be helpful to see the total am...
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