New Feature Requests

When changing the PNC status to "Consult Canceled" on a matter, the consultation_event_datetime field remains null which affects accurate reporting in all Power BI reports that deal with Consultation data.

Add a section for us to input how a client found us. Could be a dropdown box with some "common" options and a fill-in-the-blank. Can track whether ir's an ad source, referral, or walk-in, etc. Can help to determine where to focus advertising/marketing.

As a user I would like to be able to filter in the Matters screen by Practice Area and Practice Area Sub Category.

The ability to view my custom rates across all my open matters, so I can tell if there are rates that i need to adjust as part of a rate increase