Ideas & Enhancements

3 Vote

Cancel a schedule email

Cancel a schedule email

Created 29 Jun 13:51

0
7 Vote

Neos - Being able to filter the Search

Would like to be able to filter open/closed cases within the main search instead of using the browse cases or the advanced search.

Created 05 Aug 20:13

0
2 Vote

Company favorite reports

Please add the ability to share favorite reports with another user OR have a place to mark company most used/favorites on reports in the back end, so users can be consistent with the typical reports pulled.

Created 15 Dec 19:10

0
2 Vote

Docusign via intake action from Intake Pro should send staff to docusign before emailing the document

When sending a document via docusign from a case, it will first take you to the docusign site to make any last minute changes (i.e. changing the name format to be first last instead of the default last, first) Sending via docusign from intake acti...

Created 15 Dec 18:06

0
2 Vote

Invoice Payment and GB integration for Deposit

Invoicing with the payment shown before deposit to QuickBooks. If a client pays the in person without Law Pay, the payments does not move to deposit for QB. You cannot change it. Its locked. Then you must manually enter it into QuickBooks or creat...

Created 13 Dec 20:39

0
2 Vote

Sub-sub-folders

Neos connects to SharePoint and stores Documents within the SharePoint Library. For example, if I'm generating a medical record request, SharePoint will create a "Medical" folder if the document is specified as "Medical" in the "Document Types" dr...

Created 13 Dec 20:00

0
4 Vote

Tag an existing case document to a note(s)

Currently if I'm adding a note in the Notes tab, and I want to attach a document, the file explorer window is the option I'm given, and the document I select will be added as a document in the Case Docs tab. I'd like the option to select an EXISTI...

Created 27 Dec 20:54

0
6 Vote

Copy Permission Groups from 1 group to another

It would be easier if you can copy permission groups from 1 group to another instead of having to start from scratch each time.

Created 12 Jan 15:56

0
2 Vote

Neos Activity Feed - It would be helpful to get more granular on changes that are made (i.e., close date)

Add filters to filter activity feed by important fields on the case type such as close date, maybe Case Name since that affects the client folder, etc. Another helpful area is to show specific changes to the party tab. Currently, no details are gi...

Created 09 Dec 00:07

0
8 Vote

Neos: Ability to mass update checklist items

Sometimes the Checklist Summary can become overwhelming to have to go through one by one to mark items Done or N/A, respectively. Advanced Search is nice for mass update, but would be easier to be able to mark these checklist items as Done or N/A ...

Created 19 Jan 18:37

0