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Feature Requests

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Ring Central Integration
Ring Central Integration where calling via lawcus to a client will take the call transcript and ai notes and log it as a phone log into the lead/matter. (also if a client calls in and it recognizes the number, it should log it into Lawcus as inbound)
0
Enable Pivot Table on Grids and Reports
3
·

in progress

Add pipeline functionality for Leads
3
·

planned

Ownership of bookings in calendar
We want the ability to see who booked meetings into the calendar - do you know if this is in the works at all? We have a lot of people booking meetings in and need to see who is making these bookings.
2
Fillable PDF forms
2
·

under review

Changing Employee Hourly Rates
It would be nice if an admin could change an employee's hourly rate in the settings from their own account (without having to log into the employees account)
0
Please remove previous users from being visible on a drop down list when allocating responsible attorney/originating attorney when adding new leads. It creates unnecessary confusion and a long list of names to search through when setting up new leads and matters.
0
Trigger a workflow when a tag is added
0
Custom views for Tasks
Ability to pre-save filters and groups as separate views so you can access them quickly.
1
·

in progress

“Not Hired” Reason as a trigger for automations
0
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