Ability to add calendar events without prompting for the other assignees to accept the invitation
Our firm would like to create general events for office holidays, but when we do so it always prompts everyone else to accept the event. We would like there to be a way to push an event like this out to everyone at the firm without needing other p...
I do not want to wholesale replace a staff member. Our firm is growing and I want to re-assign some cases in bulk to a new attorney. There appears to be no way to do this through mass update, forcing me to go to all 200 cases individually to reset...
Give folder view in the Documents tab the same ability to organize Document date columns as List view.
At present, the Folder view in the Documents tab cannot have it's column "Document Date" reorganized. This makes the documents in that view appear out of order. For users who prefer Folder View, this function would be useful, the same way it is in...
Intake Pro reports should automatically include both intakes and notes in their reports.
When running the report, we are looking for anything that was an intake at any point in time. If an intake has been converted to a case, it was still originally an intake and should be appearing in the intake report.
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