Enhancements

Provide ability for Firms to pre-populate the Costs Tab with common costs such as Open New Case or Closing File flat fee. This could be linked to Case Type Liability so that it can be modified based on case type.

When using the mailing wizard, depending on the type of document being created, the fields that are in TrialWorks doc generation detail window should be available in the wizard. For Ex., if you create a depo notice from the mailing wizard you can'...

When creating a document using the mailing wizard, we need the ability to pull from multiple caption, insurance, client and other parties records

Currently you have to specify a task code and budget amount. For firms that don't use task codes, they want the ability to just enter an amount without a task code like you can with case cost

It would allow all users who work from their IPad to add costs associated with a case.

Bring back the old File It. The new version of File It now requires you to open a new screen to search for the file number rather than just entering the file number in the search area and hitting tab. This is creating additional steps that are not...

All fields including forms such as vehicle info available on clients/other parties tab should be added as multi record bookmarks. Without these it makes creating templates limited especially for multi party accidents.

Its too small and too many columns jammed in unable to read the full text uncertain we are transferring the correct item.

Unknown should be added as a status for those person's whose martial status is "unknown".

The number of characters available in the Description field is currently very limited, and doesn't allow the user to populate sufficient information to fully describe the task. Increasing this number or making it unlimited provides the user more f...