Ideas & Enhancements

41 Vote

Bring back GROUP in the value tab.

Bring back GROUP before we have to change software. This makes our work 10 times harder.

Created 28 Sep 10:03pm

4
29 Vote

Have the provider address show in the value screen instead of having to go into the provider tab.

Sometimes we have multiple locations for the same provider and it would help to see the address in the value item and not have to click to the provider card.

Created 2 Feb 08:22pm

1
3 Vote

Messages - Add ability to filter by 'Sent To' and search keywords in the message text in list view

Currently you can only filter by Taken By, would like the ability to filter by 'Taken By' - we would like to be able to filter by 'Sent To' as well as keyword search message text in the list view

Created 4 Nov 01:59pm

0
22 Vote

Simplify disbursement payout process

One button that allows you to issue checks for all due items including the attorney fee, DTF items, remaining expenses, and the client's check. This would be more efficient than selecting the value codes and creating transactions then combining li...

Created 11 Apr 05:34pm

1
1 Vote

Settlement Memo for Less Previously Paid for client should be itemized

Settlement Memo for Less Previously Paid for client should be itemized. This way, a client does not ask where these charges came from. We notice this on the standard settlement report.

Created 25 Nov 07:27pm

0
1 Vote

Name Search to open Party Tab of Case

Currently when you open a case from a Name Search, the case opens to the Case tab, in Needles the case would open the Party Tab of a case when searching for Names.

Created 25 Nov 04:23pm

0
2 Vote

Additional Standard Fields for all Party Roles - For Conflict Checking and Party Entry Efficiency

The party tab should have additional "Standard" fields available for any and every party role. When conducting conflict checks for potential new cases, it would be helpful if the Party tabs contained additional Standard Fields with specific identi...

Created 14 Nov 07:14pm

0
7 Vote

Drag and Drop Documents into Neos From New Outlook

Users using new Outlook are unable to do this but old Outlook it works fine. It would be nice to have the functionality in both.

Created 20 Sep 01:13pm

1
10 Vote

Notify when email's dont follow thru and are sent

NEOS system should tell us when an email didnt go thru or when documents didnt go attached as you asked.

Created 15 Aug 05:56pm

0
135 Vote

Total Item Count

Should be able to see how many items are in a list automatically without having to count each line item or run a report. For example, how many items are in my Checklist Summary for the day? If I navigate to Browse Cases and filter by staff and cla...

Created 21 Sep 05:22pm

General

6 Future consideration