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Status Implemented
Workspace E-Closing Core
Categories Enhancements New Features
Created by Guest
Created on May 12, 2021

RELATED IDEAS

Add Paralegal contact information to the main screen

Most Attorney's do not handle their own files, usually a Paralegal handles the transaction. While there is the ability to add a Paralegal to the Rolodex, this information does not populate on the main screen.

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  • Admin
    Alyssa LeMay
    Reply
    |     Mar 4, 2023

    This was released in the new ClosingVue that came out this weekend. We hope you like updates, including this idea from you!

    Thank you and please keep the ideas coming!

    E-Closing


  • Flower Victoria
    Reply
    |     Feb 23, 2023

    Yes please! The paralegal's name and email should be on the main screen because only like 2% percent of attorneys handle their own real estate files.

  • Laura Stien
    Reply
    |     Sep 30, 2022

    Please also add the email address for the paralegal to the main screen

  • +33
2 MERGED

Adding Paralegal Contact Info

Merged
Can you set up the file summary page to show paralegal contact information for attorneys representing buyers and sellers? It would be nice to have a quick email link to click on. The paralegals are often the primary contact for a file.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Implemented
1 MERGED

Add the paralegal's name and email to the file summary screen underneath the attorney's name

Merged
Not having the paralegals name and email defeats the purpose of adding it to the rolodex. If I can't see it on the screen, I don't know if there is a paralegal who should be copied and there's no efficient way to get their email address. Like any ...
Guest about 2 years ago in E-Closing Core / New Features 0 Implemented
31 MERGED

Paralegal Contact on summary page

Merged
Typically we are communicating with the paralegals rather than the attorneys. It would be helpful to have the paralegal contact info visible on the summary page.
Guest over 4 years ago in E-Closing Core / Enhancements 0 Implemented