Feature Requests
Submit your suggestions and upvote existing ideas.
- All suggestions are welcomed, and we appreciate your inputs to improve TimeSolv.
- Each request goes through a rigorous process of prioritization. Features benefiting the majority of users receive higher priority.
- Submitting a request to this portal does not guarantee that it will be implemented. For unique business needs, TimeSolv offers a paid fast-track option.
Submit your suggestions and upvote existing ideas.
- All suggestions are welcomed, and we appreciate your inputs to improve TimeSolv.
- Each request goes through a rigorous process of prioritization. Features benefiting the majority of users receive higher priority.
- Submitting a request to this portal does not guarantee that it will be implemented. For unique business needs, TimeSolv offers a paid fast-track option.
Our firm requests the ability to run "Trust Banking" report by responsible professional. This would save us hours each month. We use this report monthly.
Firm requested ability to Group by or filter by Responsible attorney when running this report.
Has to monthly manually create report for each attorney by choosing their matters only, changes monthly so a saved report won't work.
I would like to see it grouped first by responsible attorney then by bank within each attorney. Thank you, Rehan.
Thank you for the suggestion, a question; there are scenarios where a firm has multiple trust accounts - in case the trust banking was grouped by Responsible Attorney, would we first group the report by bank, then the responsible attorney and display all the clients/matter associated to that responsible attorney?