Hello,\u000a\u000aMy use case is for use in a small law practice with up to staff (including lawyers). What I am doing currently is to move the list of clients and matters from Excel to Retable. I have created a project with the following tables \u002D \u0022Clients\u0022, \u00222023 Matters\u0022 and \u00222024 Matters\u0022. I have shared the project with the front desk and paralegals so that each team member can add new clients and new matters. Below is a list of improvements I would like to see.\u000a\u000a1. Currently, we add a new client on the clients table and then go to the matter table to create a new matter. The matters table has a client\u0027s column. We use this column to link each matter to the respective clients. We will like to be able to go to the clients table, click on a client, and then have an option to add a new matter for that client while retaining the ability to add multiple clients to one matter. Is this something possible at this time or can it be included in your future tweaks? \u000a(2) We want the ability to click on a client and see a list of the matters linked to the client. Is this possible or on the roadmap?\u000a\u000a(3) We want to be able to share a project with some team members without giving them access to all the tables in that project. Is this on on the roadmap?\u000a\u000a(4) We want to be able to customize the buttons on the UI. For example, the button that says \u0022add new row\u0022, we want to be able to change it to read \u0022add new client\u0022 or \u0022add new matter\u0022 depending on the particular table. Is this possible?\u000a\u000a(5) We want to be able to hide some of the commands depending on the user. For example, if we dont want a particular user to be able to add new tables, is there a way to disable or hide that option in that user\u0027s interface?\u000a\u000a(6) I am hoping to use this to track billable time, expenses, and clients\u0027 trust deposits/withdrawals (only as a backup) in the future. This will require a view where each matter can have a tab for time, expenses, and trust deposits/withdrawals. Is this a feature to expect in the future?\u000a\u000a(7) Finally (for now), is it possible to add a feature to enable references and lookups from one project in another project? This way, one may create a project with tables containing lists which can be referenced or looked up from tables in another project?\u000a\u000aThanks for the good work so far.

Question

Hello,\u000a\u000aMy use case is for use in a small law practice with up to staff (including lawyers). What I am doing currently is to move the list of clients and matters from Excel to Retable. I have created a project with the following tables \u002D \u0022Clients\u0022, \u00222023 Matters\u0022 and \u00222024 Matters\u0022. I have shared the project with the front desk and paralegals so that each team member can add new clients and new matters. Below is a list of improvements I would like to see.\u000a\u000a1. Currently,  we add a new client on the clients table and then go to the matter table to create a new matter. The matters table has a client\u0027s column. We use this column to link each matter to the respective clients. We will like to be able to go to the clients table, click on a client, and then have an option to add a new matter for that client while retaining the ability to add multiple clients to one matter. Is this something possible at this time or can it be included in your future tweaks? \u000a(2) We want the ability to click on a client and see a list of the matters linked to the client. Is this possible or on the roadmap?\u000a\u000a(3) We want to be able to share a project with some team members without giving them access to all the tables in that project. Is this on on the roadmap?\u000a\u000a(4) We want to be able to customize the buttons on the UI. For example, the button that says \u0022add new row\u0022, we want to be able to change it to read \u0022add new client\u0022 or \u0022add new matter\u0022 depending on the particular table. Is this possible?\u000a\u000a(5) We want to be able to hide some of the commands depending on the user. For example, if we dont want a particular user to be able to add new tables, is there a way to disable or hide that option in that user\u0027s interface?\u000a\u000a(6) I am hoping to use this to track billable time, expenses, and clients\u0027 trust deposits/withdrawals (only as a backup) in the future. This will require a view where each matter can have a tab for time, expenses, and trust deposits/withdrawals. Is this a feature to expect in the future?\u000a\u000a(7) Finally (for now), is it possible to add a feature to enable references and lookups from one project in another project? This way, one may create a project with tables containing lists which can be referenced or looked up from tables in another project?\u000a\u000aThanks for the good work so far.

Iltaph · Answer

These are great suggestions. What you and I are looking for are linkable databases with a common primary key, similar to Microsoft Access, but with automations and conditional logic.
Retable has so much unfulfilled potential.
I hope they take your feedback on board.

Retable

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