u/Able_Green_6343

How are you other paralegals handling the new SOS Portal now that they have removed the client reference number option? We are a large firm with lots of user accounts and we are trying to see what method works for others in order to keep track of receipts/billings. Basically, they don't include receipts that include the name of the client. You have to print multiple different pages of backup. I feel like there is an easier way. Thanks!