New Feature Requests

The pinning feature isn't obvious, but I find the nav part more navigable when it is pinned open. So have the up unpin open be the secondary option. We could also make it looks similar to how it functions and looks on mobile.

Under the "People" page, a person's email address is a clickable link, immediately opening a new email to that recipient. It would be very useful if everywhere an email address is listed, it would be a clickable link. Or at least where an email address is listed under Matter Details and Associated People.

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).

When I click into an invoice, or when I get an email from Clevercase that an invoice has been approved with a link to that invoice, when I'm actually viewing the invoice there is no client information visible. Just Matter ID, Case Number, Matter Name, Description. None of which necessarily shows the client name. There is a space for Billing Information that could display the client name in certain circumstances, but specifically with MetLife matters, the client name is not shown there either. It would be nice to be able to see what client the invoice is for. It would also be nice to see the client information on the email that we get saying an invoice has been approved, rather than just "Invoice 1234" has been submitted, or approved.

In the "edit" time card menu, it would be a HUGE time savings if we could start/stop time from that menu. As long as the time is active, you are not able to edit billing type, rate type, hourly rate, or time. This is an inconvenience at times, but is very inconvenient when correcting "needs work" Timecards that have running timers at the end of the month. If that happens, you have to go and find the errant timer running in the time entries

when you are scrolling down a matter now you have to scroll all the way back to the top to be able to navigate through the Clever Case menu that is on the left side of the screen. It used to stay put while you scrolled through the matter.

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

It would be helpful to have a DOD (Date of Death) entry for those of us who do probates, trusts, etc., in addition to the DOB entry.

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.