Jon Duncan (Customer) asked a question.
Why the conflation of Correspondence and Documents
It seems to me there is a conceptual problem with the Documents and Correspondence section under each matter. Correspondence should be for Correspondence and Communications. Documents should be a separate section for pleadings, client documents, etc. For the life of me, I can't see why are they accessed in the same tab.
By way of example, I just emailed a client and the client replied but I also started a Notice of Civil Claim.
In the same location, I now see my email, my client's email and my draft pleading all in chronological order. There is no basis for this and it makes document management very difficult
I'm not an expert, but what I do is create folders in the Correspondence and Communications area. I'll create one for Documents, Court documents, Accounting, etc. The other feature I like is to pin a document to the top of this. Hope this helps -Beth