Ideas & Enhancements

3 Vote

Reports need to be simplified

Bring back the old way of running reports! Basic reports like a case list for each attorney is impossible to run. Secretaries were able to run them easily, now they have to come to an admin to run them because the interface is so complicated they ...

Created 17 Oct 18:56

0
19 Vote

Please allow customization in search case panes

Firms would like to be able to make the case panes in search customizable similar to case header. This would help toggle cases seamlessly when a client has several cases with the firm. In particular, we would like to be able to be able to see the ...

Created 02 Apr 14:34

0
2 Vote

Send Notifications After the Initial Mention within Notes

@ mentions within notes will notify the staff, but any additional mentions via editing the note will not.

Created 29 Oct 17:26

0
28 Vote

Email from case, add assigned staff to list of emails, allow CC and BCC.

Email from case, add assigned staff to list of emails, allow CC and BCC.

Created 06 Dec 17:43

5
49 Vote

Neos | Case Header now hides most fields by default unless maximized.

The Neos case header after the release today now hides most of the fields we have selected unless we maximize the header. We have to click this open every time we navigate to a case as it does not stay open by default. It would be nice if the head...

Created 16 Mar 17:54

8
4 Vote

Just like Neos recently did with Notes, keep the Value Position locked.

After opening a Value item, the Value position should remain locked after that item is closed. Having to scroll down and search through every single time through potentially hundreds of Value items, after opening a Value item, is confusing and exh...

Created 02 Oct 14:27

0
4 Vote

Default setting for name search for only open matter or closed matter or both, by most recent

I would be easier if the user could make a setting election for the user's default in the search "client's" name to only search open case, open cases and intakes, or only closed cases or search both open, intakes and closed (making this the defaul...

Created 02 Oct 12:10

0
123 Vote

More Details on Calendar Item

It would be nice if you could get more information at a glance from the calendar items, especially on mobile. At the moment, in order to see the notes on a calendar item, you have to open the edit section of the calendar item.

Created 16 Jun 18:10

General

3 Future consideration
18 Vote

Change ALL Calendar Item Status When Case Settles

We used to be able to change the status of all future calendar entries automatically when the case class changed to "Settled." Now, each entry has to be individually opened and modified. Calendar reminders continue to be sent even though a case ha...

Created 28 Mar 14:03

1
72 Vote

Be able to Fax a Document from the Case Docs Screen

Sadly, some providers still want us to fax authorizations, releases and other documents to them instead of accepting emails. It would be great if there was a solution to fax a document directly from the Case Docs Screen and post a note that a docu...

Created 31 Mar 01:35

Integrations

4 Future consideration