@PeggyS5829

Unfortunately, we are unable to offer both at this time. We have looked into this heavily and it would be extremely challenging to allow multiple billing increments. Apologies.

@GeorgeJ4336 Since AppColl made it possible to specify that a custom matter field is a URL, I have made extensive use of this feature. I have one custom matter field dedicated to a patent office link (such as an application's page in Patent Center, the European Register, or WIPO). Some of my clients use shared (ex., Google) shared folders for their IP matters. So, I have another custom matter field dedicated to the matter's corresponding client shared folder.
These custom matter fields have been very helpful, and I appreciate the work AppColl did to make them work. Thanks!

Hi Sarah. We still have severe security concerns with offering an API or an MCP, especially allowing AI to acess AppColl databases. However, we are offering built-in AI workflows within AppColl. You're welcome to join our Beta program. Full release will be before year-end. Please reach out if this would be of interest to you.

@gregg_appcoll

My reading of this thread is that Christian requested (among other options) a feature for Appcoll to send an admin an email notification when a client contact includes a customer number that is not included in the "Process eofficeaction" setting. It also seems from the thread that the feature was implemented. When I attempted to test the email notification, however, nothing happened. Could you confirm that the feature is still enabled and, if so, please direct me on how to utilize it?

@SamuelV4648 Thank you so much for the suggestion. This is a good idea. We have passed this on to our engineering team for future consideration. Please keep the ideas coming!!!

Hi Colin. Would you be available to have a call with me, Gregg Hart to further discuss?

Please reach out to support@appcoll.com and ask for me. Thanks.

Thanks for the suggestion, Christian. We have passed this on to engineering for consideration.

Thanks for the feedback. We'll past it onto engineering.

@SarahF7557

I second this! As we are building tools via Codex and the like, we are finding it very difficult without direct access (via) API to our docketing system. Appcoll's reports provide us the data we need in many instances, but they are cumbersome to maintain and seem like an unnecessary hurdle. Additionally, it would be nice to be able to automate some actions we take regularly in Appcoll, such as adding comments to tasks, without having to upload a CSV file or log in.

Not a bad idea, Christian. We will add this to our list. Thanks for the suggestion.

@SarahF7557

Excellent. I see you reached out to the support group to get started!!!

Hi Christian - I just upped the priority of this. Apologies for the delays.

Gregg

Hi, Priority information can be imported via a separate spreadsheet. Inventor contact information would be imported via a contacts spreadsheet. For help doing this, please contact AppColl support.

Thanks. We'll take a look at that form - sb0439