New Feature Requests

Different tabs to organize the notes section on matters. Each note when creating would have different tags that would filter into the different tabs. This way operations teams or legal teams can organize notes by team (for example a Comms tab, finance tab, legal teams tab, etc.). A search feature to look through all the notes would also be helpful.

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.

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

As a user it would be helpful to add email address and city / state / zip to the all people page to help identify people

Have a field for Entity Type under General Information where user can input the state (ex. WA, OR, ID, etc.) and type of entity (LLC, PLLC, Inc. Nonprofit, Sole Proprietor, etc.) All the current fields are numbers.

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

Notes should be sorted newest to oldest on People & Matters Frustrating to have notes not in order; I understand important ones can be pinned but frustrating when you are searching for something and dates are jumbled.

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.

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.

Recent time on Matter Details page should be sorted newest to oldest it is sorted correctly on the Time Page