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Integration with Equitrac

No description provided
Guest about 3 years ago in Integration 0

Integration with Copitrak

No description provided
Guest about 3 years ago in Integration 0

Client portal for Needles

No description provided
Guest about 3 years ago in  1

Integration with Netdocs

No description provided
Guest about 3 years ago in Integration 0

Add Medicare Number as a Standard Field on the Party Tab

User would like to add Medicare Number as a standard field on the Party Tab
Guest about 3 years ago in General 0

Dashboard filters

Would like the ability to filter the dashboard tiles by excluding case types.
Guest about 3 years ago in General 0

Exporting a report as an RTF or other document format should allow for defaulted information.

Allow the firm to set a default export path Allow the firm to set a Network drive for the default path The path should reset on the next export if a user had manually chagned to another location
Guest about 3 years ago in General 0

Would like the client name in the case header, not just the case folder tab.

When you are in a particular Case and happen to look at another party, the case header should stay the same for the case, not change to the party name. Current structure creates confusion.
Guest over 3 years ago in General 0

We would like the ability to change the default subject of text messages.

We would like the option to change the default text for the subject line of text messages.
Guest over 3 years ago in Messages 0

Increase the character limit of the "Special Note"/ Red Flag

We use this to store key info that the attorney can use at the click of a button over all phases of a case, on some cases we cap out before the case is completed. would be nice to have more space for more info at your fingertips.
Guest over 3 years ago in General 0