@SeanW8986 The best approach here (for a single matter) is probably to generate the standard reminder dates and then edit them manually. If you have a subset of matters with this flow (e.g. a specific client) you could setup a new workflow.

Thanks,

AppColl Support

@RichardS3059 - what you really want is {Matter.Client.ShortName} for the client code and {Matter.Client.Name} for the full name. We hope this helps.

Hi @TarC6989 we don't currently have a way to do this. However, we will pass this on to our engineers for future consideration. Thank you.

I am also looking for a way to automatically attach files associated with tasks (e.g., responses to office actions) when working with client-reporting templates

Thanks for the feedback, Christian. We've forwarded your suggestions to our engineering team.

Thank you Travis. We have added this as a project to our engineering list. We will make an announcement when this has been added.

Hi Christian,

Interesting idea. We'll pass it onto engineering.

Thanks,

AppColl Support

Thanks Christian. We appreciate the feedback.

@ChristianS9906 After posting this, I noticed that task types now include a "deleted" task status that can be selected for the auto-close behavior. I initially thought that maybe AppColl would cause tasks with such status to automatically delete themselves when they auto-close (which would pretty much reach a similar end result to the above). But then I tested it, and it seems like all it does is close the task out as "deleted." The task sticks around, however.

😞

Thanks! That is great.

@mike_appcoll nice

@support_appcoll This helps for now. Hopefully in the near future it gets augmented into a full Contact object.

Hi Christian,

Thanks for the feedback.

There are however, significant security issues with having multiple accounts active in one browser session, so it's unlikely we will be able to do this.

AppColl Support

Hi George - we will contact you directly to discuss this further.

Hi Christian - this filter has been added. We hope this helps.

Thanks. This is a great addition.

@JonahP1621 I've certainly worked with more than one docketing systems that allowed matters and docket entries to be assigned to multiple attorneys. That way, things would show up on each person's docket. Usually, the docketing system simply designated them as Attorney 1, Attorney 2, etc. and the firm could choose by policy the roles assigned to each of the Attorney n fields. At one big firm where I was a partner, at least one partner insisted that docket reports produced for him only show docket items for those few cases where he was the working attorney. The system we had there was so bad that I found to my horror that
one docketing clerk spent their entire day just producing daily docket reports for each attorney by running a giant docket for everyone, then manually extracting the docket for each attorney into a spreadsheet for just that person. I was able to cut that down to no more than an hour by writing some code to split the giant docket into individual files. It wasn't a great solution but was the best we could do with the limited capability of the system.

@ChristianS9906 Thanks for the "reminder" --Discussions are a current project at the moment; we should be able to address this soon.

@ChristianS9906 Thanks for the suggestions; we've added them to our feature request list for prioritization.

@MarkW5689 said in Fill in the Assignee type for the 3.73(c) statement:

3.73(c)

Hi Mark - this is a good suggestion. We have added this a formal change request by auto-populating the field with "Corporation" upon generation. Currently, we will leave the contact record alone. We hope this helps.