The clients need to be able to have a search feature to search documents, messages and even invoices. Right now, if a client has many cases, or a case with many documents, they cannot "search" for a specific thing on their interface. Also, on our end if I have a corporate client, let's say a bank for whom I handle many collection cases, and I have the collections' manager linked to all those cases, and that collections' manager changes, for any reason, I have to go case by case to unlink the old manager and link the new manager. There should be a feature that if my client is a company, when I change the employee of that company, the open cases of that company should get updated to allow the new employee access, without having to go case by case to unlink and link. Review collected by and hosted on G2.com.
Again, the clients should be able to have a "search" option on their end, like the attorney has. The intake forms should have more choices, the custom fields should be available to the updated, without having to "edit" the case, and There should be a feature that if my client is a company, when I change the employee of that company, the open cases of that company should get updated to allow the new employee access, without having to go case by case to unlink and link. Review collected by and hosted on G2.com.
