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Feature Requests

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2
·

under review

Mass reassign tasks from a prior employee to a different one
If someone is no longer with the firm or has moved to another position there is no way to easily reassign the tasks that person had to the new responsible team member. This has to be done one by one. This is super ineffective when a firm can have hundreds or tasks.
1
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under review

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.
1
·

under review

Ability to filter tasks by who assigned it
1
·

under review

Split Billing
4
·

under review

Wealth Counsel integration
1
·

under review

Trust Reconciliation
1
·

under review

Ability to add multiple clients
1
·

under review

Custom Dashboards
2
·

under review

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