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Feature Requests

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2
·

under review

Split Billing
4
·

under review

Have subtasks carry associated "Matter" data for workflows.
The completion of a Subtask will trigger the "Task Completed" workflow, but a subtask does not carry the matter and contact data. So If I wanted to complete a subtask on a matter, and that completion triggers automations, but it won't be able to perform a "Search Matter" function, as a subtasks "Matter ID" is blank.
2
·

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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