New Feature Requests

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).

Just a potential Clever Case update could be time monitoring notifications for MetLife tagged matters where you can go in and set a time based notification(i.e. set 6 hours timer and notification pops up when you hit 6 hours or more on the matter so we know when we create a time card a notification will pop up to let us better know when to request additional time from Met Life)

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

An alert should be sent to both the assigned staff member and the person assigning the task if there are any changes to the task. (For example, an alert when the task is completed or if deadlines, priorities, or description/notes have changed).

When I received an email about a new invoice ready to review, there is very little information in the email: "Invoice #12345, submitted by Bergen Finch" It would be helpful to see some information so that, based on the email, I can tell if it needs immediate attention or fixing. If it was something like: "Invoice #12345, for client Derek Johnson, in the amount of $1,500.00, submitted by Bergen Finch" Based on that information I can tell 1) whether the invoice amount is what I expect it to be; and 2) whether there are issues that need to be address: Is this an interest invoice being sent on a matter that shouldn't be accruing interest; is it an automatic invoice that is being generated on a flat fee or metlife matter; etc.