New Feature Requests

Can we create space for Opposing Counsel's information?

Sometimes, staff forget to add crucial information to a CC profile, such as the assigned paralegal, change of attorney/paralegal, case number, and clients/PNC contact information. Mostly, the legal team may have missed adding that information from being busy. Maybe a small pop-up as a reminder, or those red * on a field before hitting "Save" after creating a profile.

It would great if we could send pdf's out for signature through CC. It would auto populate the email addresses and we could select which one we need to use. We would get an email alert when it's signed and if it needs to be signed by us. It would also send an email to us when the document is fully executed.

It would be extremely helpful if we could include the Division the case is located in as well. It could BE right under the case number. Sometimes we just need to know what court division to call for help and having all the info right there would be great!