For those of us who use litigation funding companies to fund our bigger cases can we get a button added in the settlement tab that says amount received from litigation loan company or client credit/fund or something similar in which can automatically calculate if any money should be owed back to the client Example Bob has a big commercial case and the litigation company gives Bob $100,000 in funding to prosecute the case. The litigation company for making this loan charges the law firm 30% interest (In bobs retainer agreement the law firm states that the client agrees to incur all interest associated to borrowing for his case) Total Amount given to the law firm by the funding company $100,000 Total Interest on monies taken $30,000 Total Owed Back to the funding company $130,000 Case Expenses $100,000 Then bob should have $130,000 deducted from his settlement Also, a scenario if the law firm does not use the full budget how much should Bob be deducted In short any settlement tabs associated with interest and refunds would be greatly appreciated
For those of us who use litigation funding companies to fund our bigger cases can we get a button added in the settlement tab that says amount received from litigation loan company or client credit/fund or something similar in which can automatica...
Some of our more difficult clients want to see a copy of every invoice and every deduction. Is there a simple way we can insert a link in the settlement memo that pulls data so when the client clicks on that link they are directed to the exact invoice/bill and can we also get a download all invoice/bills button in which we can download and email off to client in neos or outlook
Some of our more difficult clients want to see a copy of every invoice and every deduction. Is there a simple way we can insert a link in the settlement memo that pulls data so when the client clicks on that link they are directed to the exact inv...
After a client has signed the disbursement sheet, for accounting can we get a check list built in someplace which can help our accountants identify with a check mark which providers they have paid and which ones are still outstanding. Essentially a check list confirm payment sent payment received and that way we can easily close a case.
After a client has signed the disbursement sheet, for accounting can we get a check list built in someplace which can help our accountants identify with a check mark which providers they have paid and which ones are still outstanding. Essentially ...
Ring Central Recorded Phone Calls and Ring Central Voicemails in case file
If a case manager misses a phone call and the client leaves a voice mail can that automatically go into the case file of the client and the same with a recorded phone call
Each medical record requested the user or admin should have an automatically include a countdown for when that record is due by so example 15 days and then each day it ticks down and if its not receive the medical manager should be made aware. Als...
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