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matter title detail from title search

  • January 25, 2023
  • 1 reply
  • 36 views

I understand that you can pre populate a matter with ordering a title search and title details will be entered into the matter automatically when the matter is create.

Is there a way to create a matter and then order a title search afterwards and to have the title details auto filled in?

Best answer by Melania

Hi Simon!

Thank you for your question. 😁

Unfortunately, at this time, we don't have the ability to automatically fill out the title search after a matter has been created. But don't worry, you're not alone! We have had a few other clients ask about this, and we think it's a fantastic idea!

I've gone ahead and submitted a Product Feedback Request on your behalf. This way, our team can take a look and see if this is something we can add in the future. 

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Melania
Smokeball Team
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  • Smokeball Team
  • January 25, 2023

Hi Simon!

Thank you for your question. 😁

Unfortunately, at this time, we don't have the ability to automatically fill out the title search after a matter has been created. But don't worry, you're not alone! We have had a few other clients ask about this, and we think it's a fantastic idea!

I've gone ahead and submitted a Product Feedback Request on your behalf. This way, our team can take a look and see if this is something we can add in the future.