Feature Requests

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Document Radio button in Clients

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.

  • Guest
  • Jun 4 2025
How often would you use this request?

This feature would be used on a daily basis!

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