Feature Requests

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Implement Matter Budget template capability

Many matters have the same tasks/costs associated across all clients. Entering the budget individually line by line is very tedious. It would be helpful to have the ability to create budget templates to apply to matters and simply adjust a line item or two if necessary.

  • Rob Loera
  • Nov 14 2023
Feature Request
How often would you use this request?

This would be used every day with every client/matter entry.

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