Lawcus logo
Lawcus
Create
Roadmap
Feedback
Feature Requests

    Boards

  • Feature Requests

Powered by Canny

Feature Requests

posts
Wealth Counsel integration
1
·
under review
Fillable PDF forms
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
Trust Reconciliation
1
·
under review
Ability to add multiple clients
1
·
under review
Custom Dashboards
2
·
under review
Powered by Canny