Ideas & Enhancements

3 Vote

The ability to list plaintiffs and defendants as an option in advanced search results

Right now it is not possible to just list out the plaintiffs and defendants in a case listing. These fields would be helpful to have as options in the advanced search results.

Created 23 Oct 13:49

0
3 Vote

I would like an easy way to print case file tab stickers

Right now the receptionist is having to manually type in case labels for our file folders and sending it to File Label Express for printing. And easy way to print file labels for cases with Client, Defendant, Date of Incident and Case number would...

Created 23 Oct 13:47

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
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
1 Vote

Ability to sort files by application type!

If we are able to see the application type in our documents tab it would be really nice to be able to sort by those application types and do advanced searches by them as well.

Created 12 Nov 15:33

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
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
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