Feature Requests

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Ability to create time entries for Clients designated as Prospect

This would be useful if attorneys meet with potential clients and perform research/minimal work and want to keep track of their time prior to formal engagement. Our attorneys presently put those time entries under a "Miscellaneous" client/matter number and later we have to transfer the time entries to the client/matter number if we are retained. If we could put it under the number designated to a potential client and then simply change the client status to Active from Prospect that would help in not missing past time entries that were not transferred over from the Miscellaneous matter. It could be useful for conflict checks also.

  • Annette Matthews
  • Oct 1 2020
How often would you use this request?

Often - weekly - with cold calls and consultations that result in our firm being retained.

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