Tim Grassey
Posts
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Thomson Reuters conversion, Enhancment Requests and other issues
Several things are happening that are discouraging over the last few months. Many of them are changes that are steps backward from a functionality standpoint The introduction of the Client Portal ...
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Client Management Portal is a Step Backwards
Requiring all clients to be invited to the Client Portal is a step backwards. If a client exists in Client Management, they should also exist in the Client Portal Management. Prior to 1/24/2026 t...
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Client Management Portal is a Step Backwards
Requiring all clients to be invited to the Client Portal is a step backwards. If a client exists in Client Management, they should also exist in the Client Portal Management. Prior to 1/24/2026 th...
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Gather AI - Allow Variables in Custom Questions
We use the Custom Questions to gauge client comfort in using Safe Send and electronic delivery. We still use a lot of paper in my office, and when the custom questionnaire is completed we like to p...
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Firm Logo - Best Practices
I'm not the most tech savvy person, but I do know some obvious red flags when trying to detect Spam messages. One of those red flags are the presence of logos or graphics that look imperfect in som...
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Request for Client Nickname Variable option on Client Management
I would like to see a "Client Nickname" option as a Variable field that we can use in our message templates for clients. When a client sees their full name on an e-mail originating from my office i...