Document Generation From Contacts
I would love the ability to generate documents from the contacts page. So, if I am generating a document (e.g., an engagement letter, non-engagement letter) with information about the (prospective) client. This would allow me to insert the information without opening a new/dummy/temporary matter for the client.
GeorgeJ4336 last edited by
Agreed! Adding a "Create Form Letter" button, as in the Matter Details page, would be great. Indeed, just about every page would benefit from a "Create Form Letter" button. See my separate post advocating for such a button on the Task page.