Ideas & Enhancements

3 Vote

New report that lists providers and their addresses.

I would like to be able to generate a report that lists all of the medical providers and their contact information for a case. See attachment for an example.

Created 14 Jun 16:56

0
7 Vote

Copying case dates to companion cases

The program should have the ability to copy over case dates from one companion case to the other. Same feature that is available through bulk actions for documents, insurance tab, counsel tab, etc.

Created 06 Feb 18:26

General

0
7 Vote

Value Tab - Allow for capturing cost of postage

The value tab currently will not allow for posting of values less than $1.00; however, firms will need to be able to capture all costs no matter how small.

Created 04 Feb 19:47

General

1
7 Vote

Neos Settlement Memos - Add Settlement Note to All Items on SM

There is a Settlement Memo Note field in the Value tab, please add it back to all items on the Standard settlement memos

Created 03 Feb 16:28

General

0
7 Vote

Add Action from case note: Copy note into new message

Currently, we can do action - e-mail note, to copy that whole note into an e-mail (although it's clunky bc it opens up outlook 365 etc. etc.). . . how about an action to "Copy note into new message" - so that the whole note can be copied right int...

Created 02 Feb 16:28

Messages

0
7 Vote

Neos - Rename 'Add Message' to 'Send Message'

When clicking the plus sign in the left band, it would be more intuitive if the 'Add Message' button read 'Send Message' - especially given the new message screen reads 'Send New Message'

Created 02 Feb 13:09

Messages

1
2 Vote

Printing all value tab entries again instead of 50 items at a time

We used to be able to be in a value tab, go to actions and hit print and the entire list would print. Now it only prints 50 items. For cases that are years old, there are way more than 50 items. Why would that be taken away? It just creates more w...

Created 12 Jan 14:32

0
10 Vote

Search Criteria

Search Criteria - Display clients with open cases only check box.I search by name a lot. We have about 150 clients with the last name jean*, 277 open cases and and over 7000 closed cases. Std search offers no filters (Unable to get a filter window...

Created 19 Apr 18:13

General / Search

1
5 Vote

E-mail and SMS Templates Language-Specific

We have English and Spanish speaking clients. Would like to be able to code templates so they generate conditionally based on the language code (we use ID code on party tab).

Created 01 Apr 01:27

Document Generation

0
4 Vote

Neos: Ability to Copy the Negotiation Tab to a companion case (or any case)

I am able to copy all other list tabs, but not the negotiation tab. We often need the negotiations from one case into another and must have a way to copy in bulk. Please!

Created 03 Nov 16:09

0