Ideas & Enhancements

36 Vote

Open cases assigned to that attorney should appear at top of search results

Many last names are very common. High volume firms could have 10+ cases with the same last name - sometimes even the first name or initial. If an attorney searches for a case by that name, any case assigned to them that is open should, ideally, ap...

Created 23 Mar 14:51

7
13 Vote

Ability to Condense Empty Space Between Fields ANY TAB

Need the ability to remove the negative space between fields in all tabs. Too much empty space makes it not easy to see everything at a glance.

Created 15 Apr 16:00

0
2 Vote

Add Date Printed & Total on Advanced Search Reports when using Print Button

Add the 'Date Printed' and Total Cases to Advanced Search reports when printed using 'Print' Button

Created 18 Oct 13:11

0
3 Vote

Neos Reporting: Allow for negative report writing

Examples would be: Show cases with no open TDO checklist items (could relate to any checklist item) Show names not linked to any cases There could be many uses for this type of data integrity reporting

Created 01 Oct 18:11

0
3 Vote

Notify users when it is a client's birthday

There should be a notification that pops up informing you of any birthdays that day. I have noticed when I notice a client's birthday and wish them a happy birthday, they are thankful and it helps add a personal touch to their experience. This can...

Created 01 Oct 16:24

0
7 Vote

Email Templates available outside of Intake Pro and Checklist Automation

want to be able to have email templates that can be used in the notes tab outside of "Intake Pro" and "Checklist Automation" pro features. Just want to be able to send emails from the Notes tab with pre-saved email templates.

Created 25 Jul 20:55

1
17 Vote

Add to staff settings a way to turn off notifications for Premium Texting

We have some staff assignments on case that do not need to see each text message coming through from clients. It would be beneficial to have an option to turn off those notifications per staff/user in their notifications settings in staff profiles...

Created 02 Feb 21:13

0
7 Vote

Add Ability to tag undeliverable emails/bounce backs

Even if an email is bounced back/undeliverable, we still need to tag it to Intakes/Cases to show it was sent. Please change the add-in so it allows for tagging of these emails

Created 23 Jul 13:39

0
3 Vote

Case name visible in calendar

Case name shoulder appear on calendar items. Only description is visible, so I don't know whose Deposition it is until I click the item, scroll to the bottom, and click the down arrow to show more information. Entirely too much to do on every cale...

Created 30 Sep 17:52

1
52 Vote

Copy/Duplicate Cases

It would be beneficial if we could duplicate a whole case to make a new one from it, instead of being able to only copy certain tabs to a case.

Created 02 Jun 14:42

9