My LTD account is converted to Trial account, could you | Retable

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Q: My LTD account is converted to Trial account, could you please check. TIA

dinesh.mediaproductionPLUSSep 14, 2024

Helpful?

457b9f09087f417bad7bbc8e61ca530cPLUS

Posted: Nov 2, 2024

same thing happened to me. Did you get your issue resolved?

dinesh.mediaproductionPLUS

Verified purchaser

Posted: Nov 3, 2024

Its sorted, check with their support services. Thanks

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Hello, My 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 - "Clients", "2023 Matters" and "2024 Matters". 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. 1. 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's 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? (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? (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? (4) We want to be able to customize the buttons on the UI. For example, the button that says "add new row", we want to be able to change it to read "add new client" or "add new matter" depending on the particular table. Is this possible? (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's interface? (6) I am hoping to use this to track billable time, expenses, and clients' 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? (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? Thanks for the good work so far.

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