Ideas & Enhancements

Implement Integration with Microsoft Excel for settlement sheets

The settlement memo doesn't really work the way that we like so I have a settlement sheet template that I made in word. It generates the case expenses, medical bills (charges and amount owed) and attorney fees along with our language on our letter...

Created 27 Jul 16:12

0

3 Vote

Zapier - If Last Name is not provided - auto create as Unknown

When an intake is imported via Zapier, the Last Name is required. If you don't have the Last Name, the intake gets rejected. It would be great if the last name could autopopulate to Unknown if it is not filled out in the triggering event.

Created 26 May 19:28

0

3 Vote

Allocate documents of closed cases to another folder in SP to free up space in the case files folder of SP

Allocate documents of closed cases to another folder in SP to free up space in the case files folder of SP - this would happen when you close the folder in Neos.

Created 23 May 19:48

0

3 Vote

Make the task code a required field, or if the user has a default rate, automatically populate the billable amount based on that rather than waiting for a task code to be selected.

When a task code is set, the rate is auto entered, and the billable amount is calculated but it is not a required field. It would be helpful to make it a required field OR to automatically populate the staff billable rate so it does not cause $0 b...

Created 23 Jan 18:46

1

2 Vote

Allow for multiple layers of tags when merging a document with another that has it's own tags.

At present, only the tags in the document you're currently generating will be prompted, regardless if the document associated with say, the "Insert Doc" tag has tags of it's own at play.

Created 23 Mar 15:38

1

5 Vote

Neos - Under Name Search, add Alt Case # and Synopsis

Under Name Search, add Alt Case # and Synopsis so it is easier to identify cases

Changing the Start/End Date Behavior in Reports

Currently, if you select an end date and try to change it the filter will mark the second selection as the start date. The filter should allow us to reselect the end date without it changing the start date upon the second selection.

Created 20 May 20:09

0

Ideas & Enhancements

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Implement Integration with Microsoft Excel for settlement sheets

Zapier - If Last Name is not provided - auto create as Unknown

Allocate documents of closed cases to another folder in SP to free up space in the case files folder of SP

Remove the calendar from the records date input bar

Mass update or bulk update calendar items in Neos

Support the changing of staff email.

Make the task code a required field, or if the user has a default rate, automatically populate the billable amount based on that rather than waiting for a task code to be selected.

Allow for multiple layers of tags when merging a document with another that has it's own tags.

Neos - Under Name Search, add Alt Case # and Synopsis

Changing the Start/End Date Behavior in Reports

Filter by status

Filter by category

Identify yourself with your email address

Implement Integration with Microsoft Excel for settlement sheets

Zapier - If Last Name is not provided - auto create as Unknown

Allocate documents of closed cases to another folder in SP to free up space in the case files folder of SP

Remove the calendar from the records date input bar

Mass update or bulk update calendar items in Neos

Support the changing of staff email.

Make the task code a required field, or if the user has a default rate, automatically populate the billable amount based on that rather than waiting for a task code to be selected.

Allow for multiple layers of tags when merging a document with another that has it's own tags.

Neos - Under Name Search, add Alt Case # and Synopsis

Changing the Start/End Date Behavior in Reports