There are a lot of glitches when sending emails out of FIP. Email formatting (spacing, font, etc.) is often distorted after sending, or sometimes completely blank. You aren't able to re-order attachments or check that they are the correct documents once attached to an email. Email addresses don't auto-populate like in Outlook, so you have to copy and paste or type them fully every time. I'm not able to save draft emails for sending later for attorney review. Sending an email now takes drastically longer than it did in Outlook.
Running reports isn't very intuitive or user-friendly. It often takes multiple attempts obtain the correct information. Daily dockets generated in FIP include a lot of duplicate entries and future reminders, which makes it long and a bit overwhelming. I end up spending a lot of time looking into matters only to find out they're not due for a few months. I wish there was a simplified or condensed daily docket with hard deadlines only.
Saving documents and emails to each task/topic can make locating the last email sent to a client difficult. It would be helpful to have a feature that sorts all emails for a matter in chronological order.
Review collected by and hosted on G2.com.