Ideas & Enhancements
Add a new idea
Filter by status
Future consideration
0
Already exists
1
Unlikely to implement
0
Planning to Implement
0
In Development
0
Shipped
4
Filter by category
Accounting Integrations
×
31
Auditing
×
15
Calendar
×
5
Case Tabs
×
4
Case Docs
×
0
Notes Tab
×
0
Party Tab
×
0
Provider Tab
×
1
User Tab
×
2
Value Tab
×
0
Checklist
×
82
Companion Cases
×
2
Dashboards
×
0
Document Generation
×
5
Document Management
×
8
General
×
578
Intakes
×
2
Integrations
×
81
Layout Manager
×
1
Messages
×
35
Notes
×
0
Quick Actions
×
0
Reports
×
1
Custom Reports
×
0
Standard Reports
×
0
Search
×
67
Settings
×
0
Log in / Sign up
Identify yourself with your email address
Email address
Recent
Trending
Popular
2
Vote
Add Ability to Calendar Only Business Days in the Checklist
Firm would like the ability to only have business days as options for setting checklist item dates
Created 29 May 16:31
Checklist
1
2
Vote
Multi-select checklist items
Be able to use the Ctrl or Shift shortcuts to multiselect checklist items. We have instances where we have to change a case type but want to keep the current checklist. This usually leads to some checklist items being duplicated and requires us to...
Created 07 May 15:24
Checklist
0
1
Vote
Assign a Task to a Staff Member which creates a Checklist item with Follow Up
Assigning tasks to staff members is a daily occurrence. It would be great to be able to give a task to a staff member and have a way to confirm that the task was completed. Maybe the ability to assign a task by sending a message to a staff member,...
Created 19 Jul 03:13
Checklist
0
1
Vote
Drop Down Document from Checklist "To-do" option or Task Option
It would be easier if we had an option for a To do task: to generate a merge document, drop down option, of the variety of letters that we have for Non-Rep created as templates in NEOS.
Created 25 Feb 18:35
Checklist
0
1
Vote
Allow checklist items to be selected individually and copied to another case type in case layout
It would help with time management if you could copy specific checklists items created in one case type layout to add into another layout without having to copy the entire checklist. Not all cases need the same checklist items but then some of the...
Created 23 Jul 19:45
Checklist
0
1
Vote
Have a column on the checklist to display staff position
The ability to see what staff position each user is in would be highly beneficial to break up job functions
Created 14 Apr 20:46
Checklist
0
1
Vote
Deactivating checklist in cases
It would be useful if we could deactivate checklist in specific cases instead of in the case type
Created 14 Apr 20:02
Checklist
0
1
Vote
Outlook add-in sort or search topic/type/category
For auxiliary checklists the ability to reference a LIM date for a checklist item would be useful because Statutes can be different per case type and different depending on what state the incident occurred. Auxiliary checklists are not tied to a s...
Created 19 Feb 21:37
Checklist
0
1
Vote
NEOS - Checklist Details to open ONLY when button is selected
The Checklist Item details menu will open any time you click on a checklist item which tends to get into the way. The user would like for the details window to only open when the "Details" button is selected.
Created 10 Feb 18:50
Checklist
0
1
Vote
NEOS - Add the ability to edit Checklist item instructions from details view
Whenever you add a checklist item from the primary checklist to the current checklist the system should allow users to edit/add instructions of that instance of the checklist item inside of the details pane. Typically, you'd have to write a check...
Created 31 Dec 16:52
Checklist
0
« First
‹ Prev
…
3
4
5
6
7
8
9
Next ›
Last »