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Post Client Costs with using quickbooks online

It would be nice to post client costs to each case without QuickBooks online.
Guest 17 days ago in  0

To be able to email the intake to the referral attorney.

I would like to be able to email the intake directly to the attorney that I am referring a case to. That way I can track it and also get updates from that attorney etc.
Guest 18 days ago in  0

Show the cc in the Email preview side panel

It would be helpful to see the cc in the notes email preview side panel. Currently, only can see the To and From.
Guest 18 days ago in  0

Communication Center>Texting - Add an option to search the Last Reply field (text content)

No description provided
Guest 19 days ago in  0

Browse Documents - Please add case number and a link to the case

Right now there is no way to determine the case number the document relates to. It would be even better to have an option to jump to the case.
Guest 19 days ago in  0

Option to deduct expenses before calculating fees on settlement statement

My firm deducts the case expenses before calculating attorney's fees, so the current settlement calculator is useless to me. I would like the option to deduct expenses and then calculate fees and net to client.
Guest 19 days ago in  0

Add counsel automatically when creating case

Every time a case is made for add a specific Counsel from our firm to the Counsel Tab
Guest 19 days ago in  0

Have an indicator of who is working on the same tab you are and have 2 people save their options at the same time.

It would be very helpful if there was a way to determine if someone else was working on the same tab as you and your changes may not be saved, similar to the screenshot I attached. And also be able to have multiple people save their changes withou...
Guest 20 days ago in  0

Add to staff settings a way to turn off notifications for Premium Texting

We have some staff assignments on case that do not need to see each text message coming through from clients. It would be beneficial to have an option to turn off those notifications per staff/user in their notifications settings in staff profiles...
Guest 23 days ago in  0

Allow bulk updating in advanced search to blank

We sometimes have the need to remove a staff member from multiple cases on the case tab but we do not want to replace them with someone else. We just need for it to be blank. It would be beneficial to be able to bulk update those staff assignments...
Guest 23 days ago in  0