Client

Summary

Feature request. I want to force attorneys to fill in certain fields in the consults view, such as client's contact info, date of birth, consultation notes, status, etc. I want it to hound them with emails if any of the fields are missing even after the consultation is finished.

HL Create required fields and attorney follow-up

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Table of contents

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Project tasks

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1 hour: Create list of all fields that should be required
2 hours: Create script that checks for field values and easily allows for new fields to be added
3 - 4 hours: Create user flow that makes sure they trigger automation, send notifications, and update values that need to be entered

Total time: 6 - 7 hours

Project tasks

Task Detail	Due Date	Hours	Status	Assigned To	Client	Project
Plan and outline: I want to force attorneys to fill in certain fields in the consults view, such as client's contact info, date of birth, consultation notes, status, etc. I want it to hound them with emails if any of the fields are missing even after the consultation is finished.	September 10, 2024	0.5	Completed	Eli Weldon	Hepworth	HL Create required fields and attorney follow-up HL Project requests