Enhancements

When a call is made or received, have the the ability to save it/ send it to the notes tab in multiple cases.

Include a global setting that a firm can set a normal interest rate (not monthly) that will apply to all cases automatically. This would allow for the firm to enter the settlement amount and have the interest % already applied in the settlement ca...

Ciresi Conlin has encrypted drives for security, this creates an issue with the Word Add-In when creating a document and "Saving as in Trialworks". All text is deleted and when the document is opened in Trialworks, it shows completely blank. It ...

There should be a screen in email screen saying DATE RECEIVED so we can know what new medicals need to be sent since the last date medicals were sent

Allow the global docket to hide Adjourned items, this function would work like the already existing "Hide completed items" toggle o nthe global docket.

Our Request: In using the Intake Wizard we are finding that some of the questions are defaulting to “No”. For example, if you don’t choose anything for “Client Wearing Seatbelt”, it defaults to “No”. Is there a way to clear the defaults and if not...

When one uses the app and looks at a specific case, one may wish to look at only those docket items that are assigned to oneself as well as only those items that are incomplete. This saves a lot of time for the user and in fact makes the app very ...

Some fast tracks should be limited to certain people or divisions. Thus they should only be able to be applied by a certain person or group, like dealing with groups in the security module.

Make liens section a datasheet so you can edit the columns. Right now if you have a large lien amt you see ####### and you can't widen the column to see the whole amt

The ability to apply a FastTrack to multiple cases at a time instead of one by one.