Ideas & Enhancements

2 Vote

Document Generator should have drop downs

The Category box in the document generator should be a drop down so you know the options. The problem we run into is that we have a Rejections, SS Rejections, and WC Rejections. However when you type Rejections, document in all 3 categories come u...

Created 31 Jul 18:45

General

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1 Vote

Print option to value tab notes section

Would like to be able to print provider notes that are entered into the Value Tab

Created 07 Sep 16:27

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2 Vote

Document Filter Search

When you add a filter to the Documents Tab in a case (for example the category filter) there is no way to search through the list. You have to scroll down through what is potentially a very long list to find the one you are looking for. It would b...

Created 19 Jun 16:46

General

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2 Vote

Notes Tab Rich Text

Saving emails in rich text format and not plain text with ever format stripped out of the Notes Tab Mark Kirchen, Esq Georgia Trial Attorneys

Created 20 Dec 15:32

General

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2 Vote

Value screen navigation (Value notes)

When in a value note you have to go back through the value item to get to the value screen grid again. would like a button to have the option to bypass this and go from a value note right to the value screen list, w/o having to go through the valu...

Created 07 May 15:19

General

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2 Vote

Worldox Integration

No description provided

Created 28 Mar 20:53

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1 Vote

Search/Not Search Option - When adding a potential client in an intake, we want to be able to not have to add the name and then input the client's contact information. You should be able to input the name without searching and move to the next section in the intake form.

No description provided

Created 12 May 16:12

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1 Vote

Neos: Certificate of Service Paragraph should include Fax Number

As shown in attached image, the Certificate of Service Paragraph tag option currently does not display the Fax number. This should be included in this type of tag.

Created 07 Dec 19:46

General

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1 Vote

Make Counsel Representing box multiselect.

When adding a new counsel to a case, would it be possible to make the Representing selection a multiselected option, so those who represent different parties, but same role can be save under one entry instead of two. In the image I have provided, ...

Created 03 Dec 21:37

General

1 Shipped
1 Vote

Searching via Phone when tagging from Outlook

When we receive texts back via e-mail, there is no name and we can't see what we sent to them to help identify the person we are contacting. It would be very helpful if when we try to tag that text from our e-mail, we can search via telephone in t...

Created 26 Jun 13:57

Messages / Search

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