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Ideas & Enhancements


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Be able to select the numbers on the general information when searching

When you search for a party name, the general information window in the bottom left has a list of phone numbers. Can we be able to select the phone numbers to be displayed there so you do not have to keep pressing the drop down arrow. This will sa...
Guest over 3 years ago in General / Search 0

Copy the Payment and Adjustment Fields from Value Tab

User would like to be able to right-click and copy the adjustment and payment fields on the Value tab
Guest over 3 years ago in General 0

Document uploaded in case tab to be link to other tab such as litigation tab

Ticket Number: 40287 Spoke with Sarah she was wondering the document she uploads in the case tab should be also shown i the litigation tab if they are related. So once the document is uploaded in case tab and she filled out the form in litigation...
Guest over 3 years ago in  1

Needles Report Parameters

Report Parameters can not be "Reset" after running a report - I open the standard "Records Outstanding by Provider" report. I enter a value for the "Provider Name", click search and then select a provider from the table. At this point the "Reset" ...
Guest almost 4 years ago in General 0

Notes tab > Case status default to checked

In the mini directory, you can add a default note topic to save in case status. When adding in a new note with that topic, the case status box is not checked. The note, once saved, will post to the case status but it is not intuitive that it shoul...
Guest almost 4 years ago in General 0

Dashboard filters

Would like the ability to filter the dashboard tiles by excluding case types.
Guest almost 4 years ago in General 0 Already exists

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 almost 4 years ago in General 0 Already exists

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 almost 4 years ago in General 1 Unlikely to implement

Advance search

No description provided
Guest 2 months ago in  1

a notification for when a case is assigned to you, just like how it now happens for when an intake is assigned to you

Its useful seeing the blue notification by the upper right hand alarm bell for a new intake. Our firm would find this even more useful if this could occur when a "case" is assigned to someone, and not just an "intake"
Guest about 1 year ago in  0