@RichardS3059 thank you! I like your second suggestion a lot, because for me this is always a client-specific issue. I am going to try that. Thanks again!

After spending some time on invoicing yesterday, some AI help in the billing modules would be great. For example, AI could check that both task and activity codes have been selected for fee entries, and that they are consistent with the matter (e.g., domestic, international, stage) and the description of the work done. It could also check that the task code used is on a particular client's list of approved codes. (For example, I have some clients that will accept PA430, and others that will not, and I am constantly getting this wrong, which I only find out when I am uploading the invoice to the client's system, at which point it's much more of a PITA to fix.) It could also detect that something that is actually an expense was accidentally coded as fee (which I seem to have a knack for doing).

Is it possible to create new form fields for ourselves and save them? I opened the Draft e-Office Action Response form field and selected "Save as new," and then I edited from there. (I was trying to make a separate form just for analysis of the office action, but not drafting of the response. I want to test how it compares to the analysis I did on already-filed responses.) I ran it successfully once from that popup window. Then I went to look at something else, and my new form field had disappeared. Am I doing something wrong? TIA

After spending some time on invoicing yesterday, some AI help in the billing modules would be great. For example, AI could check that both task and activity codes have been selected for fee entries, and that they are consistent with the matter (e.g., domestic, international, stage) and the description of the work done. It could also check that the task code used is on a particular client's list of approved codes. (For example, I have some clients that will accept PA430, and others that will not, and I am constantly getting this wrong, which I only find out when I am uploading the invoice to the client's system, at which point it's much more of a PITA to fix.) It could also detect that something that is actually an expense was accidentally coded as fee (which I seem to have a knack for doing).

@RichardS3059 thank you! I like your second suggestion a lot, because for me this is always a client-specific issue. I am going to try that. Thanks again!

What is the best way to create client-specific tasks? For example, I have some clients who take care of annuities and maintenance fees themselves, and I have other clients who rely on me to take care of them. For U.S. patents, I would like the maintenance fee tasks to generate only for those clients who rely on me. Right now these tasks generate for all matters and all clients, and I have to go in and do a mass "not needed" for the clients who have responsibility for maintenance fees.

It appears I can tweak the standard task, but I am reluctant to do that. Is there any other way to accomplish this?