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User Requests

Welcome to the Attorney Share Feedback and Updates portal! Please feel free to submit your feedback, or up-vote other pieces of feedback that you see. When a piece of feedback is resolved or completed, all users who up-voted that post will get an email update.

MP cases that expire should appear in sellers 'Inactive' tab with an explanation.

Allow Admins to Submit Proposal

Allow all admins to submit a proposal on behalf of the attorney under his/her license

Adjust fees based on Bar rules

FL law firms, for example, are not allowed to recieve more than 25% for a referral fee but the settings default to 33%

Lead Docket-- funnel inbound Waterfall referrals into LD 'Opportunities'

currently just 1) MP cases you send proposals on and 2) anything with status 'Signed' flow into your LD opportunities

Case Message chats should only be created when there are actual messages sent

Rather than when a proposal is sent. Creating a chat history for every case on which you sent or received proposals is too noisy.

Chat notifications should include the name of the case, not just the counterpart attorney

The Referrals Marketplace should allow you to see the name of the referring attorney before you send a proposal

Allow any admin to disconnect Clio Grow at the firm level

not just the admin that originally connected the integration

add more granular geo info like county, city, or zip to case creation/marketplace

Chat improvements

When looking at the chat homepage with all our conversations-- the timestamp should include the date, not just the time. Currently, you have to click into the specific chat to see the date (see image)

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