All ideas

Should have a note area for ea claim

would like to have same drop menu options as well as editable, for documents under client as well as staff.

Hello, I'm looking for a way to upload PDFs for prospective clients specifically. In the prospective clients section would be ideal! It would also be wonderful to add a section to list the parent's name for a prospective client as well :) . Thank...

I would like to make where parent/guardian can be put on all forms. Or a data point can be flagged as all forms and work like the Clients full name tab after first input.

It would be beneficial to have a report that shows how much billable and nonbillable time every employee has. This would help the administrative team to determine where we are not being efficient or target ways to decrease nonbillable time.