Feature Requests

There isn't currently any way to export data from intake form submissions. It'd be extremely helpful if there was some way to export all submissions of an intake form as a CSV. The "Full Backup" export feature does not exclude this data.

Customize Your Matter, Lead & Contact Header We’re working on giving firms more control over what information is visible at the top of every Matter, Lead, and Contact. Today, the top bar shows standard fields like Matter Number, Client, Pipeline, and Stage. We’re exploring the ability for your firm to choose what fields appear there, so your team can see what matters most — instantly. What You’ll Be Able to Do Choose which fields appear in the top bar Reorder them based on priority Add a second line for additional information Keep your most important data always visible Custom Fields Support We’re also considering allowing your custom fields to be added to the top bar. To keep the layout clean and fast, only certain field types would be supported: Supported Field Types (Best for Top Bar) Text (single line) → Short labels, references Number → Values like budgets, counts Date → Key dates (e.g., filing date, deadline) Pick List → Status, priority, categories Checkbox → Yes/No indicators Lookup Fields → Client, Matter, Assigned User ⚠️ Not Supported (for clarity & space reasons) Multiline text (too large) Multiple contacts/users (too cluttered) Large or complex data fields 🤔 We’d Love Your Input What fields would you want to see at the top? Would you use custom fields in this area? Would a second line of fields be useful for your workflow?

Put the client's primary phone number somewhere in the calendar event. This makes it easy for reception to view it and make a reminder call to the client the day before OR if the event is a phone call the attorney needs to make the number is easily there.

In the attached screen shot unvoiced should be un-invoiced or not invoiced. Unvoiced has a different meaning that what I think you meant to have.

The current listing of phone number for clients/leads is difficult to read when making multiple phone calls. Current format has all numbers running together (i.e. 0000000000). Having dashes between each set of numbers (which is how it is filled out when setting up a client/lead) would be beneficial (i.e. 123-456-7890).

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)

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.

Introducing the redesigned Lawcus user interface for enhanced ease of use.