Ideas & Enhancements

2 Vote

Zoom Integration - once on a call, add an option for a keypad.

An example might be if you have to enter an extension number or a number for a specific department.

Created 22 Jan 23:11

0
4 Vote

Add an Icon on Checklist Items that have Notes Added

With the new release of the ability to add notes to checklist items, it would be great to have an icon on the list view so you can see if a note was added to that checklist item without having to open the side panel to check

Created 22 Mar 17:37

1
4 Vote

Ability to "nest" document attachments under the lead document

NOT "relate" documents. I find the "relate" feature very unhelpful and not realistic. I want to "nest" documents together so that, if I have a motion with 65 exhibits, I don't have to save each exhibit separately and have each of them taking up th...

Created 21 Mar 17:46

0
4 Vote

Show case name/number in browse document screen.

Would be very helpful to know at a glance what case the document was uploaded to from the browse documents tab.

Created 20 Mar 18:52

0
9 Vote

Default setting for drop downs

Users should be able to set a default type for any drop down field to streamline the process and be more efficient. In what we do, a majority of the time the same "type" is selected from the field. It would be more efficient if the user could set ...

Created 10 Feb 14:34

General

0
1 Vote

Harley Davidson Racing Black and White Jacket

The Harley Davidson Racing Black and White Jacket is a stylish and durable piece designed for motorcycle enthusiasts. Crafted from high-quality leather, it features a striking black and white design with iconic Harley Davidson branding. The jacket...

Created 22 Jun 09:18

0
5 Vote

Allow for editing or deleting Neos Intake Pro dashboards

When upgrading to intake pro, we are able to view "Intakes Overview". In there are 3 dashboards: Intakes By Stage, Idle Leads, & Intake Checklist. These are very useful tools, however there is space for greater utility if we are allowed to edi...

Created 14 Oct 13:56

1
6 Vote

RingCentral Integration - Conference and Video Calling

RingCentral has a Conference call and video feature. This would allow firms to have a conference call with client in which they are able to see them on Video as well. This would help as some clients are unable to come to the office. This would als...

Created 12 May 13:56

0
1 Vote

Business Address At settlement Memo and option to chage font and layout

Hello our office was able to update the settlement Memo at old NEDDLES and was working very well, now with this Neos we will be able to do the same

Created 21 Jun 18:58

0
1 Vote

Fix the calendar so that it does not delete events, without providing any notice to assigned staff or attorneys.

This idea would benefit all users.

Created 21 Jun 17:22

0