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Graphs and Charts in the Settlement Summary and Calculator
Neos should use grafts and charts in the settlement summary and also in the export to make settlements more visually appealing to clients and also to the case manager or accountant.
Created 13 Aug 12:06
0
1
Vote
GAME CHANGER!! ALMOST ALL RINGCENTRAL USERS USE THE INSTANT MESSAGE GROUP CHAT FEATURE!! FIGURE OUT A WAY TO INTERGRATE THIS WHILE INSIDE THE NEOS PLATFORM AND THIS WILL MAKE NEOS THE MOST SAUGHT AFTER SOFTWARE IN THE LEGAL COMMUNITY
GAME CHANGER!! ALMOST ALL RING CENTRAL USERS USE THE INSTANT MESSAGE MESSAGE GROUP CHAT FEATURE!! FIGURE OUT A WAY TO INTERGRate THIS WHILE INSIDE THE NEOS PLATFORM AND THIS WILL MAKE NEOS THE MOST SAUGHT AFTER SOFTWARE IN THE LEGAL COMMUNITY. THE...
Created 13 Aug 12:04
0
1
Vote
NEOS NEEDS TO ADD A FAX SECTION!! THIS IS THE ONE KEY FEATURE FILEVINE HAS THAT NEO DOES NOT. MOST RING CENTRAL USERS HAVE A RING CENTRAL FAX NUMBER OR OTHER FAX NUMBERS IN WHICH NEW HAS ITS ON TAB FOR
NEOS NEEDS TO ADD A FAX SECTION!! THIS IS THE ONE KEY FEATURE FILEVINE HAS THAT NEO DOES NOT. MOST RING CENTRAL USERS HAVE A RING CENTRAL FAX NUMBER OR OTHER FAX NUMBERS IN WHICH NEW HAS ITS ON TAB FOR
Created 13 Aug 11:56
0
3
Vote
Hyperlinks - Bills and Records from Records Request and Liens from Value Tab
Ability to have the entries in the records request tab hyperlink to the bill and record. Could still pull from case docs, but avoids having to toggle back and forth. Same with the Value Tab. If lien is selected, we should be able to click the lien...
Created 27 May 17:54
0
3
Vote
Quick Access Fields
Allow for the pinning of fields from the case to allow for quick access. e.g., claim no, attorney, case, number etc. Allow users to choose fields.
Created 27 May 16:53
0
3
Vote
Ability for new note entry to have the option to open in a new window (so historic case data or notes can still be visible)
No description provided
Created 25 May 20:33
0
3
Vote
Ability to mark document templates as a favorite
No description provided
Created 25 May 20:28
0
1
Vote
Checklist Summary - add filter for open or closed cases.
When I run a checklist summary for open checklist items, I should not see open checklist items in closed cases. Please add a filter to allow me to select Open cases only.
Created 11 Aug 20:28
0
2
Vote
Automation Checklist Items
Add more options to allow for more automation to checklist items such as adding a text message ability when the date of a checklist item is changed.
Created 01 Jul 16:09
Checklist
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2
Vote
Documents Tab Search - Give '0 Results' option when there are no documents tha match your search/provide better loading/search screen
Documents Tab search: 1) make it more clear how long the search is taking 2) display a response when there are no results (like in Windows Explorer where it will say “no items match your search”).
Created 30 Jun 20:58
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