Submit your suggestions and upvote existing ideas.
If a firm has hundreds of clients/matters it is really frustrating to search for a specific client or matter when generating a draft invoice or when creating a statement. It is also really frustrating to select a handful of matters/clients to include in the results. Please add a search box as well as check boxes to improve this process.
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How often would you use this request?
Weekly |
We'd like to be able to just search by matter name!