Customizable file status options

20 votes

Let me customize the list of file status options when categorizing a matter.

Done Matters Suggested by: Clark Admiral (26 Feb, '18) • Upvoted: 18 Jan, '19 • Comments: 6

Comments: 6

28 May, '18
Cody Hayes
Closed with A/R: Client files that are operationally closed (all legal work complete) may still have an account receivable balance or active payment plan, yet the existing file status options allow for "Active" "Dormant" or "Closed" and only "Active" Files are included in WIP for billing purposes; even if we use "Dormant" to clear files from the active files report (which we use for our weekly case review), there is no present function to generate current invoices for files with an A/R balance.
28 May, '18
Cody Hayes
BONUS POINTS: Allow users to create their own categories for File Status; this would allow users to create a file status for Potential New Clients who sought consultation, but have not yet become clients of the Firm (e.g. "Sales" or "PNC Intake").
31 Jul, '18
Donald Lowrey
Potential new clients. This would be a great first step for being able to track leads, inquiries and consultations.
12 Oct, '18
Paul DeSantis, Santa Monica, CA
Glad this is planned. This is needed so we can enter a contact in Amicus for a prospect rather than keeping contact information in another format until we are retained. Thanks.
13 Dec, '18
Andrew Cummins Admin
This capability was recently added to the BETA site and will be LIVE with the next update.
24 Jan, '19
Andrew Cummins Admin
This feature was published as a part of the January 2019 update.