In Needles 4, when you save the change(s) to the status of a checklist item, the checklist window stays with the top of the list. In Needles 5, the checklist window scrolls to the item that was changed. If I mark a parent item Done, I want to make...
Add document or link to documents to calendar appt
In Outlook we used to add a link to the documents in SharePoint so that the attorneys could access documents while at appointments more efficiently. It would be great if we could add a quick link to a doc or include a link to the doc in the calend...
GOAL: I want a report that shows my prospect's email addresses.
PROBLEM:
The Intake First Party Export report indicates it will: "Displays the default address and email addresses for intakes within the selected criteria for export to csv file....
Organize the documents in each folder by date received
It will help see the new documents received right away and show order in which they were received from all entities. This will help CA's, Attorneys, Assistants, Secretaries, Medical Records, and Liens. Thank you!
Filevine users have a dedicated email address for each matter. This would be a very efficient upgrade from the tagging system we currently have (though we would still need the tagging system for correspondents who don't "reply-all."
Best Time to Visit Meghalaya - Monsoon Retreat:
Indulge in the serene charm of Meghalaya's rain-washed landscapes during the monsoon season. Enjoy the soothing rain showers while exploring its abundant natural beauty.
1
