Please add the ability to add custom date and text fields on the task level. We need additional comment and date fields to tract client and peer review due dates, in addition to the USPTO due dates.

KimG5166
@KimG5166
Director of Business Management
Best posts made by KimG5166
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Additional Date and Text Fields on Task Level
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Additional Sorting and Grouping Capabilities
The ability to sort by multiple columns, for example, sort by client, then by type, then by matter. In addition, the ability to group by one or more fields would be helpful as well.
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Commission Percentage for each Timekeeper
Add the ability to add a commission percentage for each timekeeper. Some of our attorneys are paid a percentage of the flat fees we bill, and it would be great to be able to calculate commissions payable based on each billing item.
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View Pending Billing Items from Matter Page
We need to see billing items on the matter page to avoid duplicate entries, or have a link to view all billing items for that matter. It would also be helpful to see any related billing items per task, in the way a task shows other open tasks from the matter.
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Billing User Fields
We need a few more custom text/date fields on the billing level, similar to the custom fields on the matter level, to assist with reporting and tracking.
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Date Calculations
I would love to see the ability to do a datediff or add or subtract a date from "now" in the reporting module. To be able to see the actual number of days between OpenedOn and Today, would be super helpful. We have many clients that ask for that status metric.
Latest posts made by KimG5166
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RE: Add "Same as associated entity" address check box in Contact record
Coming here to request the same thing.
We'd love an option to have contact address filled in with the assignee address when the Assignee field is completed. For example, inventor John Smith, Assigned to XYZ Company, when that assignee field is filled out on John's record, have the address auto populate with the corresponding address for XYZ Company, or have a "same as assignee" check box. It would save a great deal of data entry.
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RE: Clients/Companies with Multiple Addresses
@MarkW5689 We also need this for inventors. Place of business address and residence address.
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Additional Sorting and Grouping Capabilities
The ability to sort by multiple columns, for example, sort by client, then by type, then by matter. In addition, the ability to group by one or more fields would be helpful as well.
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Larger form letter template size to be sent from local email client
2.0KB is way too small for some things we'd like to automate. Due to client email TLS certificates it has to go through our email client.
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Preview Pane in File Module
It would be great to have a preview pane to more easily be able to sort through and see documents uploaded to the file module without having to download them to view.
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View Pending Billing Items from Matter Page
We need to see billing items on the matter page to avoid duplicate entries, or have a link to view all billing items for that matter. It would also be helpful to see any related billing items per task, in the way a task shows other open tasks from the matter.
-
Billing User Fields
We need a few more custom text/date fields on the billing level, similar to the custom fields on the matter level, to assist with reporting and tracking.
-
Date Calculations
I would love to see the ability to do a datediff or add or subtract a date from "now" in the reporting module. To be able to see the actual number of days between OpenedOn and Today, would be super helpful. We have many clients that ask for that status metric.
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RE: Bulk Edit/Reschedule/Close Tasks from Matter Page
I would like to see this as well.
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Commission Percentage for each Timekeeper
Add the ability to add a commission percentage for each timekeeper. Some of our attorneys are paid a percentage of the flat fees we bill, and it would be great to be able to calculate commissions payable based on each billing item.