New Feature Requests

Ability to filter based on category and subcategory in Your Time and Organization Time.

Add a section for us to input how a client found us. Could be a dropdown box with some "common" options and a fill-in-the-blank. Can track whether ir's an ad source, referral, or walk-in, etc. Can help to determine where to focus advertising/marketing.

A summary breaking down billing user hours and rates on selected invoices and overall matter. We would need to include notes if any time is discounted. This would be attached to an invoice on the bottom. Ideally this would be opt-in rather than automatic on an invoice or matter. I have an example timekeeper summary that was manually generated (this is just a guideline).

As a user when I export a set of Matters from the Matters page, I would like the matter number to export into excel with a link to the same matter in CC.