New Feature Requests

Matter PNC stages currently the "Consultation Held Date" can be edited, and the "Consultation Scheduled For" can be edited by rescheduling the consultation, however the "Fee Agreement Signed Date" cannot be edited. Add the ability to edit the "Fee Agreement Signed Date" Acceptance Criteria It’s done when the "Fee Agreement Signed Date" can be edited It’s done when the "Client Signature Pending Date" can be edited It’s done when the "Do Not Retain Date" can be edited

Currently when creating batch invoices, both timecards and expenses are pulled for each matter. For clients utilizing MetLife Legal Plans we have to separate cost invoices to be sent to the client one by one which is a time intensive process.

Ability to add case notes to matter from a timecard so that you don't have to navigate to the matter again to add a case note.

Assigning a task to one person is an existing feature. A nice feature in many other pieces of tasking software is the ability to assign multiple people to a task, e.g. I create a task to prepare a quarterly report and tag Amber and myself as the responsible parties. Additionally, being able to @ someone in a comment inside a task, and having that person receive a notification, is an excellent feature in many apps that Clever Case would benefit from.

case information; there is currently no place to see where a judge is listed in the main view on the cover page. You can add them as players; however it would be easier to add this to the main case info.

And while we are there make it a setting that can be changed

It would be nice to have a County field in People and Matter so we can identify jurisdictions.

Clever Case should have the ability to mark users as inactive or active, if a matter attorney/paralegal/secondary attorney is set as someone inactive should flag that. Certainly, when you reopen it, it should not let you use a user that is inactive (minus the originator or engaging attorney field). If we are billing on something that is using an inactive attorney, that should flag in the billing record, if you are in a matter, there should be a banner on top flagging that the user or users are inactive.

When selecting an attribute in Clever Case it would be great to be able to type the entire selection instead of having to only type a few characters. I find that I am fast enough of a typer that I am having to back space in order to find my selection and apply to proper attribute. It's a minor annoyance but would be life changing if changed.

Attorney & Paralegal on file receive notification when Trust funds have been paid/received from client. When we ask for a retainer, the ball is in the client's court. Once they pay, the ball is in our court; however, we have no idea that the ball is in our court. Currently, a client notifies us. But, most of the times, we are unaware until a client reaches out to us after a month that they have paid asking why we haven't worked in the matter. Have a notification sent to Attorney/Paralegal that trust funds have been received. OR in Attorney Productivity Dashboard, have a column for Matter Status (Open, Consultation, Hold, Closed).