We hare having issues with data consistency issues that would be fixed by having a single source of info.

Could the binder contain the master info and be able to override case specific info:

Name
DOB
Address
Phones
Emergency Contact Info
Marketing Preferences
Documents that are global and not specific to a particular case

We often find that a DOB is incorrect in one of multiple cases, or that the address is spelled differently, or it takes a long time to find an attachment that is in one of 8 cases.

It would be really helpful if we could specify permanent info that would allow us to more easily manage client data.

E.g. if we pull patient addresses to send a holiday card there is no way to pull that list and get 1 entry per client, we get one entry for every case for every client, which is very difficult to work with, especially if the different cases have slightly different demographic information in them (e.g. one address says St. and the other says Street) which makes it to excel can't remove the duplicates.