Ideas & Enhancements

35 Vote

Open PDF in desktop app

Please add the option to open a .pdf in the desktop app for Acrobat Adobe. Similiar to the abilty to open word or excel in the online browser or the desktop app.

Created 13 Dec 20:02

5
2 Vote

Ability to add columns to insurnace page

There should be the ability to add or rename the avilable colums in the inusrnace page (and other opages for that matter). For instance I would like a column named "ankowledged" on the insurance page with a check box so that I can easily access an...

Created 31 Oct 15:55

0
7 Vote

DATE OF INCIDENT IN THE SEARCH TAB

we would like to see the date of incident as well. This is helpful when you have repeat clients or one may have been a defendant previously. Too many steps when you don't click the right case for the person or their correct case on the first try. ...

Created 11 Sep 15:56

0
7 Vote

Merge multiple types of letters at once for a client from the checklist.

The time it takes to merge one letter, wait for the checklist to update, close the box so I can see the "generate" button and move on to the next letter is very consuming. I would love to merge all my client provider letters at once and then use t...

Created 11 Sep 15:45

1
10 Vote

Ability to link call from a counsel or non-party member to a case in call log,

Currently, if you click a phone number in Neos, in a case, to a counsel member or a non-party member, you're unable to link the call to the case. Call logs are only able to be linked to a party/case We need the ability to add medical providers, or...

Created 12 Aug 17:43

1
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 02 Feb 20:22

1
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 17:34

1
7 Vote

Have organizer on calendar events automatically be an attendee again.

It has now added extra steps when someone calendars a reminder for themselves that they have to put themselves as an attendee. It would be better to remove yourself if you are not needed on the event.

Created 10 Sep 19:52

2
6 Vote

Be able to create custom email types

Be able to create custom email types or at least give us a couple more options : records requests and billing requests

Created 20 Sep 19:10

0
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 22:03

4