Favorite / Recent / Pinned Clients
planned
LexWorkplace Product Team
Merged in a post:
The ability to self-select matters and order them in groups on the Dashboard.
J
Jenny S.
For example, an attorney who might handle cases in various practice areas or of different types in the same practice should be able to have separate lists or groups showing those matters together. Also, as a Managing Partner, one should be able to organize his/her dashboard to show cases by the Lead Attorney handling each case within the firm.
LexWorkplace Product Team
Jenny S. - I completely agree. We plan to make this change, most likely in the form of being able to "pin" a client or matter (like marking as a favorite). I'm gong to merge this request with that one.
LexWorkplace Product Team
planned