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 22:03

4
85 Vote

Tagging to Companion Cases

Add the ability to tag an email to all of the companion cases at one time with one click.

Created 30 Jun 19:55

Companion Cases

23
2 Vote

Please add a line in the settlement calculator accounting for previous disbursements to clients

Currently in the settlement calculator the Net to client does not take into account any disbursements that have already been made to the client, so when evaluating settlement offers and calculating how much would be due to client, we are giving th...

Created 30 Oct 13:29

0
9 Vote

Enable consistent formatting for RE/CLIENT column in messages

Allow users to decide if they want all messages to show the RE/CLIENT in MR/MS-first-middle-last or Last, MR/MS-first-middle.

Created 14 Aug 19:30

0
2 Vote

Send Notifications After the Initial Mention within Notes

@ mentions within notes will notify the staff, but any additional mentions via editing the note will not.

Created 29 Oct 17:26

0
22 Vote

Replies to email auto tagged, and sent from Neos not OL

When replying to an email from Neos, it should reply from the system, enabling the user to be able to send documents from the case and auto-tagging the email to the case at the same time

Created 18 Mar 18:47

4
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 17:22

General

6 Future consideration
3 Vote

Reports need to be simplified

Bring back the old way of running reports! Basic reports like a case list for each attorney is impossible to run. Secretaries were able to run them easily, now they have to come to an admin to run them because the interface is so complicated they ...

Created 17 Oct 18:56

0
6 Vote

When sending an email inside Neos have the ability to choose the note topic instead of defaulting to "email sent"

It would be nice to be able to choose a note topic for emails instead of having to manually fix them, i.e., demand, offer, etc.

Created 13 Sep 14:17

0
6 Vote

SMS Appointment Reminders. Add Ability to Send an SMS Text at Future Date

I really like being able to automate a text message to be generated through a checklist item. However, a future enhancement would be to allow for my staff to schedule an appointment reminder to go out at a future date. In my workers comp practice ...

Created 12 Sep 22:01

0