Ideas & Enhancements
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Be able to Fax a Document from the Case Docs Screen

Sadly, some providers still want us to fax authorizations, releases and other documents to them instead of accepting emails. It would be great if there was a solution to fax a document directly from the Case Docs Screen and post a note that a docu...
Guest about 2 years ago in Integrations 4 Future consideration

Add new document linking ability to value tab items

We love the June 2023 release new ability to link documents to list tabs PLEASE add this to value items which is where we need this functionality the most and ASAP we need to refer to invoices, approvals for payment, the documents that get printed...
Guest 10 months ago in  1

Ability to customize the Case Header with Colors

The case header color blends in with the rest of the page or information on the client case. It would be easier if the case header is a different color for fast reference.
Guest 2 months ago in  3

Adding the ability to Print or export to PDF to every screen

There are so many times that come up when just exporting or printing options would come in very handy. For example, while on the checklist tab when all we want is the Case header and the current filtered view. Or how about when you select multiple...
Guest over 1 year ago in  3
112 VOTE

More Details on Calendar Item

It would be nice if you could get more information at a glance from the calendar items, especially on mobile. At the moment, in order to see the notes on a calendar item, you have to open the edit section of the calendar item.
Guest almost 4 years ago in General 3 Future consideration

To have staff emails auto populate in the drop down along with the parties email in the case notes section

To be able to select staff email in the drop down in notes, instead of manually inputting email every time
Guest 6 months ago in  5

Calendar Colors with Needles and Outlook

Our Outlook calendar is color coded for attorneys. It would be helpful to have that show through needles instead of all appointment being in the same color or labeled as busy, free time, etc.
Guest over 3 years ago in  1

Add the ability to have case header go back to "Open" from "In Litigation" when the auxiliary checklist items are not marked open

Many cases go in and out of litigation, and there is currently no way to remove the "in litigation" from the case header without deleting all auxiliary checklist items that are marked as litigation in settings. There should be a way to manually re...
Guest 7 months ago in  1

Premium Docs: Open Editor INSIDE matter file

PDF Editor opens in a new tab, killing the case timer for the amount of time you're in there editing.
Guest 27 days ago in  0

Premium Docs: Staff Signature Needs to auto-load into PDF editor

Having to re-load a signature from a local file every time is a waste of time. PDF Editor should auto-load the staff signature.
Guest 27 days ago in  0