New Feature Requests

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.

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.

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.

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.

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