I'm befuddled as to why this isn't an option. I need to be able to print an intake sheet (export to PDF or at least a "printer-friendly" version) to send to other attorneys when we have a case to potentially refer. This happens daily. When I use t...
I would like the Template Name to be separate from the file naming convention. For example: We have our Record Request document saved as Record Request but the format we name it as is: yy.mm.dd - Provider - RBF Request by Aff but when our users se...
I do not like making companion cases. Instead, I prefer to add all parties involved in a case to the same case. It's never much of a problem except in the record requests tab, there is no actual way to show only all requests for a specific party. ...
PDF Editor - OCR'ing and ability to edit text in scanned documents
Right now with the PDF Editor it looks like scanned documents are not being OCR'ed. We would like to be able to search and edit text in these documents.
Insurance - If you move insurance to another case, give a warning that negotiation entries will be deleted...or
Or provide the option to copy the negotiation entries. If there are negotiation entries linked to the insurance being moved, you should only allow the option to COPY. That way the negotiations are not deleted.
Ability to remove an Auxiliary checklist from a case (especially a LIT checklist)
I think it would be very helpful to have the ability to remove a checklist from a case. On the case header, you can see all of the "litigation titles" aka auxiliary checklists. Once added, you DO NOT have the ability to remove the header informati...
Have Minor Check Box and Date of Majority on contact card
Date of Majority and Minor check box should be fields on the contact information that are for Name ID as these dates do not change depending on case, the same way date of birth does not change.
Just as checklist items can trigger from the entry of a case date, would like to be able to set up triggers linked to a class code change. For example, using an AUX checklist for litigated matters adds EVERY litigation contingency, which will not ...
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