Ideas & Enhancements

Be able to set default value items for each case in VT

Would be nice to be able to set up cases so that an open case will automatically add an entry for Atty Fee, and Admin Fee when the case opens, and say "client disbursal" with client's name auto filled

Or - an option to make it that if there is a certain value code (AttyFee or Admin Fee) that the value will auto fill the Provider (like the name of our firm) so that every time we enter in that item into value tab we don't have to type in our firm name.

  • Guest
  • Sep 11 2020
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  • Guest commented
    February 22, 2021 19:16

    I agree with this suggestion. We have certain fees (i.e. copy charges) that we charge on every file. Would be great if this charge could auto populate into the Value Tab at the start of every case.