Enhancements

We run several weekly reports that auto populated via email subscription from the dashboard to attorneys to review intakes or cases. It would be helpful if there was a way for these reports to actually hyperlink to the intake or case?

If users would be able to see a preview of the document or image when hovering over documents, it would make searching for a document much more convenient. As it stands, if the user is unsure what the document was saved as, the user would have to ...

Our office was wondering if you can add new radio buttons to the "Case Status". We were looking on adding "On Appeal" and "Collection" and "Dismissed", because some of our cases are dismissed, not closed and some go on collection after Judgment an...

Eliminates the need to bounce back and forth between Other Parties and Contacts tab when adding a party versus a medical provider, etc.

Our online notary's use Adobe Acrobat in conjunction with Adobe Sign to get signatures on documents. Making this integration with Trial works could possibly make this a little smoother and not have to worry about one user sending and receiving the...

Several insurance companies are now using case specific email addresses rather than the adjuster having their own email. Will you consider putting a “gray” or case specific email option in contacts for future updates? We’ve had a couple of instanc...

We would like to make a button on the Docket Item to "Send to Notes" like the call log has as many people in our firm add their notes right into the details of the docket so they can see what's already been done when they go to follow up on that t...

XeBee eRelease allows patients to sign amedical release form from any touch screen. Not only does this create an opportunity for a better patience interaction, but it introduces a significant efficiency boost. ***TW to start sending the Patient’s ...

There are a number of new combined Request Types (meaning, for both records and billing) that are not splitting into the two separate Request ID numbers we need to have. ***May we have the additional Request Types added to the appropriate menu/cod...

The size of several of the fields could be adjusted to allow for a larger amount of text to be viewable in the Status/Sub-Status Notes field. Days in Status and Date fields could be shortened to allow for the additional text size.