Feature Requests

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Expand the "reports" function to create alerts for defined "red flag" circumstances.

Managing a law firm requires that you focus attention on things that matter the most. Things that I care about the most are: (1) unbilled time on a specific matter that exceeds a certain threshold (e.g. $20,000), and (2) receivables that are both over $5,000 and over 90 days old.

I would put a high value on getting an automated report of these "red flag" events.

  • Guest
  • Feb 1 2022
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