Ideas & Enhancements
Add a new idea
Filter by status
Future consideration
24
Already exists
33
Unlikely to implement
15
Planning to Implement
11
In Development
3
Shipped
102
Filter by category
Accounting Integrations
×
31
Auditing
×
15
Calendar
×
5
Case Tabs
×
4
Case Docs
×
0
Notes Tab
×
0
Party Tab
×
0
Provider Tab
×
1
User Tab
×
2
Value Tab
×
0
Checklist
×
82
Companion Cases
×
2
Dashboards
×
0
Document Generation
×
5
Document Management
×
8
General
×
577
Intakes
×
2
Integrations
×
81
Layout Manager
×
1
Messages
×
35
Notes
×
0
Quick Actions
×
0
Reports
×
1
Custom Reports
×
0
Standard Reports
×
0
Search
×
67
Settings
×
0
Log in / Sign up
Identify yourself with your email address
Email address
Recent
Trending
Popular
4
Vote
Ability to duplicate more than one document at a time (Document Tab)
There are times we will need to copy multiple documents at one time. Currently there is only the ability to duplicate one document at a time and will be extremely time consuming for our Firm to have to duplicate one-by-one.
Created 18 Oct 17:13
0
4
Vote
Templates for PDF more complicated than needed. You have to download pdf to make changes instead of change it on fly
In Settings Templates Viewer is not accurate until it updates sometime hours or a day. why not have the ability Template source and browse to CloudDocs Preview with yellow and green fields is too small Fields do not match merge field Very time con...
Created 17 Oct 18:24
0
1
Vote
Allow the organizer to be removed from the attendees list on any event
This will allow the firm to keep track of who specifically organized the event even if they are not actually attending the event.
Created 29 Mar 16:17
0
5
Vote
Adding the ability to dismiss notifications
The ability of dismissing specific notifcations so that the user may clean up the notification window.
Created 19 Apr 17:15
0
5
Vote
multiple messaging windows should be available
When taking a message for a case, you should be able to open a new message window without losing the original message;
Created 19 Apr 16:03
0
2
Vote
Neos Premium Texting calls to your texting number
There a way to set this up with Twilio and if we just have to provide a phone number to point it to along with a CC for the minutes we are in favor of making this happen ASAP. This is confusing enough for our clients and when they try calling it a...
Created 03 Oct 12:45
0
1
Vote
need to mark "Trust" value code inactive
I need to mark "Trust" value code inactive, but I'm unable to mark inactive or edit that value code in any way. Our firm does not use LawPay or invoices. We do not want "Trust" to show in the list of value code options because we will never want t...
Created 28 Mar 20:48
0
1
Vote
Add ability to print note from side pane
Currently you have to open a note to full screen in order to access the print button, it should be available via the pop out screen as well, so you don't have to open full screen.
Created 28 Mar 16:13
0
2
Vote
When tagging emails, have option to filter by open files only
A partner asked me to suggest that the system allow us to filter the email tagging file list by open files only.
Created 02 Oct 16:13
0
4
Vote
Longer Comment Section for Insurance tab - only allows 500 charaters
Remove limit of chcharactersaraters for comment section
Created 11 Oct 21:58
1
« First
‹ Prev
…
114
115
116
117
118
119
120
121
122
…
Next ›
Last »