New Feature Requests

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.

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.

It would be nice to have a County field in People and Matter so we can identify jurisdictions.

It would be helpful to have a DOD (Date of Death) entry for those of us who do probates, trusts, etc., in addition to the DOB entry.

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.

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

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.

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.