Feature Requests

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Can you make the email subject line for sent statements different based on each client/matter?

When I use TimeSolv to send statements by email, the subject line is “Statement of Account from [Law Firm Name].” The subject line is the same for all statement emails for all clients. That is not the case with invoices; they include a unique invoice number and the specific client/matter information in the subject line. I use G Suite/Gmail and it associates all the emails sending statements together, because the subject line is the same, even though the emails are sent to different clients. Emailed invoices all stay separate because they have different subject lines, which makes organizing and saving them much easier.

  • Fred Bopp
  • Jun 4 2020
Feature Request
How often would you use this request?

Whenever I send out statements, so probably every month.

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  • Alexis Wyckoff commented
    March 29, 2022 13:54

    Another vote to be able to customize the invoice email subject line!

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  • Guest commented
    September 17, 2021 20:58

    I also have this problem - I would like for statement of account notices being generated for clients to have the client's name in the email subject line when sent.

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