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None Proactives Sales
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1

Keyword searches in AfHQ

Open

If searching for a key term - it would be ideal if the term could be highlighted (in notes, on bio, etc.) and brought front &...

0
1

Update rates on long contracts

Open

Attorneys who have been on an engagement past a year do not have their current rate (with the API included) reflected on AHQ...

1
4

Account and Delivery managers can see their Talent

Reviewed

Account Managers and Delivery Managers want to be able to see a list of their talent in AHQ. This could be through a similar...

0
1

Resend "Welcome to Axiom" email

Open

Sellers want to trigger a resend of the "Welcome to Axiom" email to their clients who have not yet made an account. This would...

0
3

Explicit search by law firm on ALT

Live

When I am doing a client demo as a Seller, I want to be able to show them lawyers from the law firms they use. They keyword...

0
2

In My Projects, rename Project to Engagement

Planned

Engagement is the word Clients use more often.

0
1

Dashboard of Client ALT usage

Live

A Tableau dashboard that captures when clients are using ALT, what they're searching, and who they're interacting with. Sellers...

1
3

Alert sellers when their Clients save Talent on ALT

Planned

Either batch email with Client interactions in ALT or send Slack alerts

0
1

Customize what experiences show up in a bio

Reviewed

It'd be great to customize which experiences are present when downloading bios because some are less relevant to the possible...

1
5

Multi Attorney Pricing View in SFDC

Open

When presenting multiple attorneys in a submission I always check to see how they are priced relative to their location and...

0