
I like the centralized, legal-focused platform that Poppy Legal provides. It intakes, processes, and offers automatic data and reporting for legal spend. This setup makes it easy for me to know our total legal spend from acquisitions counsel on similar transactions, which helps in projecting future expenses. The platform has made it very easy and precise, saving me lots of time compared to my previous disorganized methods. Review collected by and hosted on G2.com.
I can't easily delete or merge duplicate invoices. Unfortunately, it happens a lot, especially when our accounting team hasn't paid the original invoice, as previously approved by me, quickly enough. So within Poppy Legal, instead of maybe one step, like selecting all redundant invoices by check boxes and clicking 'delete,' I have to go through 3-4 steps, and then the platform kicks me back to the dashboard. So, I'd then have to take 3-4 steps to navigate back to that law firm's various invoices. It should be a 1-minute process and ends up taking 45 minutes to an hour. Also, Firm A changed their form invoice, and now their firm name looks a little different. So Poppy filed their new invoices under a brand new vendor/law firm, and if there is a way to merge the Law firm A (with the original 8 invoices) with Law firm A (with the new invoices) in Poppy's system, I can't figure it out. Review collected by and hosted on G2.com.
Hi Andy. Thanks for the kind words and the feedback! Quick note that we shipped an update that allows for bulk deletion of invoices. You can now select multiple invoices in the main Invoice view and delete in bulk. It works just as you've described above.
Also - you can merge firms, but as you note, it's not as obvious as it could be. If you go to Firms --> Manage Firms theres an option to merge one firm into another. You can also do the same for Matters and Timekeepers from their respective "Manage" pages. We'll follow up directly with more detail.
Thanks again!