We're just testing a new feature in Alpha Legal - the "Contact Timeline".
This is an at-a-glance view of the interaction you've had with your client. It shows the forms sent (eg ID request or COVID questionnaires) and the documents shared.
|Alpha Legal's new "Client Timeline" feature|
The idea is that you'll have an easy-to-read visual indication of your contact with your client. The feature is in beta test now and will in the live system later this week!