Submit your suggestions and upvote existing ideas.
Please add a Documents radio button in Clients. We need to scan initial consult information/dialogue to our Prospects so attorney's have available to them if/when they return to retain us. We do not create a Matter until a the Prospect becomes a fully retained client. Matter is the only module where we can scan documents at this time.
How often would you use this request?
This feature would be used on a daily basis! |