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Ideas & Enhancements
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Created by Guest
Created on Mar 4, 2021

Ability to copy/move notes to multiple cases (which are not linked as companion cases)

This would be very helpful to mass tort firms who may have 3,000 individual cases that are related. It is not reasonable or practical for them to search for and select each client individually. The only suggestion/thought that I have is that a full case list be displayed when they go to bulk actions to move/copy and have the ability to select multiple cases at once versus search, select, repeat 3,000 times (like how it works with companion cases and you see the list and can choose one or more from the list). This was requested by Lisa Ann at Johnson Becker, but many firms would appreciate and benefit from this functionality.

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