This post is a current working wish list of features to be included in AppColl AI with future releases.

General

Could AppColl auto-retrieve necessary docs without having to store them in the Files/IDS module or allow users to browse to a local copy of a document to add to context without adding it to the Files module? This would also allow for data to be pulled from external only databases, such as Office 365 or Google Docs. Could AppColl AI features also be applied to invoice generation. For example, a fixed-fee client who pays X dollars for each OA response. This would be in place of manually generating the invoice for each response as it is highly repetitive

AI Forecasting

Be able to filter by attorney Forecast of employee workload based on future predicted tasks Generate forecast of predicted number of Office Actions, number of applications filed, etc.

892 Processing

Have AI review references that come in after issue fee payment to see if they are cumulative Improve foreign abstract download to automatically translate to English for foreign language references cited Make it possible to only include the office actions in the notification emails, instead of the office action, any 892(s), and any of the ref(s).

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@Timothy Several people requested that syntax be added to enable conditional selection of field contents, such as when a first field is null. See the thread at https://forum.appcoll.com/topic/201/syntax-for-alternate-field-when-a-first-field-is-blank. I, for one, still would like to see such syntax added. For one thing, it would alleviate the need for one-off special fields, such as {Matter.ClientContact.NicknameOrFirst}, in that we users could program our own such fields.

Also see this thread (https://forum.appcoll.com/topic/204/add-calculations-if-then-logic-and-database-queries-to-template-fields?_=1704255780781) on a related topic.

@JonahP1621 I'd like to see some built-in color schemes to choose from with text chosen to display well on the background chosen. Or at least the ability to change both background and text colors.

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If you elect to use a client code in a client contact record, the client name is replaced with the code when using the table view for Matters, Billing Items, and Invoices. If you wish to see the full client name, please remove the client code.

@gregg_appcoll Thanks. How long does it typically take for an issued patent to be available on espcaenet to grab the references cited?

Hi Darin - retainer accounting in QB lacks a standard and can be done in many different ways. It's something we continue to look at. We will let you know if we find a solution.

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It would be nice if the reports feature allowed for more flexible display options for contact-related data. For example, it would be useful to be able to list contacts for a matter in a number of ways, e.g., by full name (as is, I believe, currently the only way you can do so), by initials, by first name last initial, by first name only, by last name only, by first initial last name, by nickname, etc.

It is often the case that contact names take up a significant amount of column space in reports since contacts are typically listed by first/middle/last name. If you have a report that includes attorney, paralegal, contributor, and partner columns, you're likely looking at about a page-width of report space that is occupied by detailed name data. Most of the time, however, providing abbreviated name information would be sufficient--for example, displaying the same information using initials would convey the same information using only 12 characters, thereby consuming much less report real estate.

There could be several ways of implementing this--one would be to simply include the alternate forms of contact name display as separate columns that could be added to a report, e.g., AttorneyFullName, AttorneyInitials, AttorneyNickname, AttorneyFirstInitLastName, etc.

Another option would be to provide a format option for contact columns that are to be included in a report. Each contact column, e.g., Attorney, ClientContact, etc., would, when selected in the column chooser, cause a listbox to be shown that would allow the user to choose between a variety of formats for how that data will be shown. This could also be extended to non-Contact data, e.g., date formats, text data (e.g., All Caps, Sentence Caps, As-entered, etc.).

A third option would be to allow the user to specify a global format setting for the report in question (which could also affect how data is displayed in the Matters/Tasks/etc. modules). For example, the user could specify that Contacts are to be shown using their middle initials as opposed to their full names. This would be applied to all such data in the module in question, so you wouldn't be able to mix-and-match, e.g., have one column with Contacts listed by initials and another column with Contacts listed by full name.

A somewhat related enhancement would be to allow the user to change how the Inventors are listed for a matter. Right now, I think the Inventors field lists inventors by their non-alias ("true") names, even if an alias was used in filing an application. It would be nice to allow users to choose to list inventors for an application using their "true" names and their "as-filed" names. It would also be nice to be able to list such data in a way that indicates when there is a discrepancy between the true inventor name and the as-filed inventor name. For example, in the Matter Details interface, when a listed inventor was listed using an alias when an application was filed, the Inventors list shows both the true name for the inventor and, in parentheses, the alias for that inventor that was used in the filing. It would be great if that could also be an option in the Reports module.