Feature Requests

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Ability to require responsible professional on new matters

I noticed that when you create a new matter, it does not require a responsible professional. Some firms may not need this, but it does make running aging reports by responsible professional difficult.

  • Guest
  • May 24 2021
Feature Request
How often would you use this request?

If this is a set-up/setting that you can flag as a required field, all new matters would have a professional linked to them and make reports by professional much more meaningful.

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