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.

Include the ability to group matters by responsible attorney when running the Trust Banking Report.

Make it easier for attorneys to review their matters with trust balances.

  • Guest
  • Sep 17 2019
Feature Request
How often would you use this request?

At least monthly.

Attachments Open full size
  • Attach files
  • Guest commented
    October 22, 2019 17:52

    I would like to see it grouped first by responsible attorney then by bank within each attorney. Thank you, Rehan.

    Attachments Open full size
  • Admin
    Shoaib Mehmood commented
    October 22, 2019 14:56

    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?

    Attachments Open full size

Related suggestions