Ideas & Enhancements

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

Add firm wide custom columns

want to be able to adjust columns that are visible per case type firmwide and still have specific users be able to modify what they want to see besides the default they see.

Created 17 Sep 19:34

1 Unlikely to implement
2 Vote

Add in notes column to default checklist dashboard

Add the option to display the notes column in the default checklist dashboard

Created 15 Mar 20:58

0
2 Vote

Ability to adjust 'In Litigation' status on case header

In its current functionality, there is not a method to adjust the status on the case header if it is marked as 'In Litigation' to a different status. The only workarounds at the moment are to either enter a closed date for the case (effectively pu...

Created 15 Mar 15:27

2
4 Vote

Entry ID as a filter or searchable under Documents view in a Case

We want Entry ID as a filter or searchable under Documents view in a Case, currently you cant add it as a simple filter unless you do an advanced search and we dont want to have to do that outside of the case.

Created 14 Mar 15:55

0
2 Vote

Add the ability to export quickbooks file in *.OBO file format for credit card charges

Many expenses for medical records are commonly paid for by credit card, the ability to export the same charges from Neos to QuickBooks in an *.obo format with charges already assigned to a case would eliminate the need to manually edit each charge...

Created 14 Mar 17:00

0
8 Vote

Ability to copy/move notes to multiple cases (which are not linked as companion cases)

This would be very helpful to mass tort firms who may have 3,000 individual cases that are related. It is not reasonable or practical for them to search for and select each client individually. The only suggestion/thought that I have is that a ful...

Created 04 Mar 21:15

General / Search

0
2 Vote

Show the client's middle name in searches

We have several clients that have the same name and multiple files. It would be helpful if the middle name would also show up on searches, as most of us do not know the Needles # of each client without looking up their file or having it directly n...

Created 13 Mar 20:26

0