Ideas & Enhancements

1 Vote

Bulk open intakes

Allow intakes to be changed to open cases with the bulk actionfeature.

Created 07 Apr 14:05

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2 Vote

NEOS- User requesting vertical manipulation of columns on notes tab

Verticality in notes columns would allow at-a-glance review of note contents

Created 19 Aug 14:45

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2 Vote

Neos - DTF - Auto Populating Fields

In Neos when creating a transaction detail on a value item, you have the option to create a DTF. When this is created the memo line automatically fills with the provider's name, however the other information does not automatically fill in. Would l...

Created 18 Aug 20:38

0
1 Vote

Integrations with LawToolBox for Rule Based Calendaring

It would be nice to roll out an integration with one of the rule-based calendering providers.

Created 06 Apr 20:37

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1 Vote

Neos CASE BUDGET Categories

Right now the Case Budget only allows for just fees, or fees and costs. We work on contingent fee (like lots of users) and really only need to budget COSTS. We also need the ability to tell Neos which value codes are considered "costs" and which s...

Created 06 Apr 19:16

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2 Vote

Single space formatting of tagged emails to the Notes tab should be an option

When you tag an email to a case and it shows up in the case tab, it is double spaced and you can't easily make it single spaced. It would be useful if we could have an option to change the formatting to make it single spaced.

Created 17 Aug 20:40

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2 Vote

Messages Tab should refresh after reading message

When you view a message from the Messages Tab, either from Preview or detail window, the list should refresh to show that message had been read. Currently it remains Bold to show unread until you move to another tab.

Created 17 Aug 12:56

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1 Vote

Value Summary - Paid by Subtotals

It appears once a case is closed in Neos, we are unable to run a "Value Summary Information for a Case - Paid by Subtotals" Report. Why is this feature not available once you put a closed date in "Closed" box? There are times we need to go back an...

Created 04 Apr 21:35

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1 Vote

Bulk Delete providers

Allow bulk delete for providers. It is easy to import bulk contacts, there needs to be a way to delete them if the import was flawed.

Created 04 Apr 15:12

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2 Vote

Marking Documents as Action Required

Would like the functionality to create a Checklist item with a due date tied to a Document in the Documents tab for 'Action Required' document items.

Created 13 Aug 21:26

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