Skip to Main Content
Ideas & Enhancements
Created by Guest
Created on Mar 13, 2024

Automatically Check "Our Client" when transferring from Intake to Case

When transferring a potential client from Intake to a Case, if you don't check "Our Client", the case will not show up on reports or statute of limitations warnings! Therefore, this should check automatically. Current situation creates real risk of malpractice!

  • Attach files