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Ideas & Enhancements
Created by Guest
Created on Jul 27, 2021

Implement Integration with Microsoft Excel for settlement sheets

The settlement memo doesn't really work the way that we like so I have a settlement sheet template that I made in word. It generates the case expenses, medical bills (charges and amount owed) and attorney fees along with our language on our letterhead. . . however, re-calculating on the fly is difficult. It would be great if we could do the list function as an excel chart IN the word doc, so that we can have the document make live changes (say, if we reduce the atty fee $500.00 then the rest of the sheet will automatically re-calculate the total expenses, and re-calculate right there what the client receives. This one might be a moonshot but it would be very nice since we spend a lot of time on settlement sheets.

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