Clever Case
Log in
Roadmap
Feedback
New Feature Requests
Changelog
Search
Boards
New Feature Requests
78
Roadmap
Filters
Under Review
3
Add uninvoiced time/amounts to Matter Balances
New Feature Requests
1
Matter Description Preferred in Top Left Corner of Matter
New Feature Requests
4
Notification when trust funds received, flat fees have been paid, and payments on matters received
New Feature Requests
1
Batch Invoicing Delete Invoice - default to Allow
New Feature Requests
2
Trust account at people level visibility
New Feature Requests
2
Matter Discount percentage rates need validation
New Feature Requests
2
Billing user name for some former employees is removed from invoices
New Feature Requests
2
Matters Details recent time sort order
New Feature Requests
2
Notes Sort Order
New Feature Requests
1
Require billing user for additional line items on invoices
New Feature Requests
3
PNC Consult Canceled Bug
New Feature Requests
3
Time entries on main details page should be arranged newest to oldest
New Feature Requests
3
Matter Category and Subcategory filtering in Time
New Feature Requests
1
Ability to start/stop time from edit time popover
New Feature Requests
1
Require Primary Attorney for People
New Feature Requests
In Progress
4
Left Hand toolbar no longer stays in place when scrolling. It used to, why did you change it?
New Feature Requests
Complete
1
Hubspot: Sync clients
New Feature Requests
2
Invoicing: Add Cards, info at top for approvers
New Feature Requests
2
People, Matter and Timecard inconsistent sort order when first viewed vs when revisiting page
New Feature Requests
3
Matters -> Recent Matters
New Feature Requests
2
Matters -> My Matters
New Feature Requests
1
People Fields for Prefix and Suffix
New Feature Requests
9
Rate Report
New Feature Requests
2
Matter Rates for Roles to have a range
New Feature Requests
5
Matter Filter for Practice Area and Sub Category
New Feature Requests
1
Quickbooks Integration
New Feature Requests
1
Donut charts, totals for matter time page
New Feature Requests
2
Invoice Total Amount Display
New Feature Requests
1
TrackDrive: Allow Matter Tags when Creating Matters
New Feature Requests
3
Format Phone Number on People, Matter pages
New Feature Requests
1
Referral Link
New Feature Requests
1
Access to Roadmap from Clever Case
New Feature Requests
1
Alerts for Undelivered Invoices via Email
New Feature Requests
1
Self Service Onboarding Module
New Feature Requests
1
Statements for Clients/Matters
New Feature Requests
1
Matter Status Improvements
New Feature Requests
1
Payment Wizard
New Feature Requests
Powered by Canny
