Ideas & Enhancements

For those of who practice personal injury many times we open up multiple cases associated with our client. Is there a way to sync the data between all 3 separate claims so we don't have to enter in the same information. For example Bob gets in a wreck with Sally Bob sues Sally's Insurance - bob recieves the full 30,000 policy max Bob then files a claim on his on insurance to receive money from his policy as well. If there is a way we can group everything together while still maining multiple files associated with the same case that would be very helpful

For those of who practice personal injury many times we open up multiple cases associated with our client. Is there a way to sync the data between all 3 separate claims so we don't have to enter in the same information.


For example Bob gets in a wreck with Sally

Bob sues Sally's Insurance - bob recieves the full 30,000 policy max

Bob then files a claim on his on insurance to receive money from his policy as well.


If there is a way we can group everything together while still maining multiple files associated with the same case that would be very helpful

  • Guest
  • Aug 14 2023
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