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227 results found

  1. Ability to download notes as part of Fact-find download

    Ability to have notes downloaded as well as part of the Fact-find that is downloadable

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  2. Solicitors

    It would be useful to be able to see full solicitors details on the case including postal address

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  3. Report bugs

    A streamlined way to report bugs that doesn't involve fighting your AI to raise a ticket and then going back and forward to help identify the issue

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  4. Whatsapp intergration and back and forward button for cases

    hi two things I would love.
    On a case summary having a button that allows me to either send a whattsapp message direct to the client that then auto loads into notes.
    Secondly a next and previous button on the case summary so I can move between cases.

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  5. Notifications

    1. Notifications not opening task itself, but just tasks section
    2. Mark all as read works opposite way and marking all UNREAD
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  6. a

    Make the new case info box bigger or when you click outside off the screen it doesnt close - which then needs to be re-entered

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  7. income summary

    i would love for the income page to show the gross income without having to open it all up :)

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