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Integrations (8)
Accounting and Billing (31)
Reporting (8)
UX (45)
Alerts / Notifications (7)
Add State and type for entities
Have a field for Entity Type under General Information where user can input the state (ex. WA, OR, ID, etc.) and type of entity (LLC, PLLC, Inc. Nonprofit, Sole Proprietor, etc.) All the current fields are numbers.
2
·
pending release
1
County Field in People and Matter
It would be nice to have a County field in People and Matter so we can identify jurisdictions.
10
·
pending release
5
Add judge to main matters screen
case information; there is currently no place to see where a judge is listed in the main view on the cover page. You can add them as players; however it would be easier to add this to the main case info.
2
·
pending release
3
Rearrange People General Information Fields
Can we rearrange how the General Information fields appear in the people record? I've attached what my suggestion is. Also, I've renamed a few of what the field names are labeled
2
·
pending release
3
Add Nickname to people individual details
We should have a field for nicknames of clients. Below is an example of when we would use it. The client's legal name is Margaret Jane Doe, but goes by Peggy.
2
·
pending release
3
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