Ideas & Enhancements

3 Vote

Neos: Add search ability for drop-down

When selecting the drop-down while creating a new case note you currently have to scroll through the list to locate what you want to select. Would make it easier to add a search for the drop-down to easily type in what you're looking for.

Created 15 Jun 21:19

2
1 Vote

For those of who practice personal injury many times we open up multiple cases associated with our client. Is there a way to sync the data between all 3 separate claims so we don't have to enter in the same information. For example Bob gets in a wreck with Sally Bob sues Sally's Insurance - bob recieves the full 30,000 policy max Bob then files a claim on his on insurance to receive money from his policy as well. If there is a way we can group everything together while still maining multiple files associated with the same case that would be very helpful

For those of who practice personal injury many times we open up multiple cases associated with our client. Is there a way to sync the data between all 3 separate claims so we don't have to enter in the same information. For example Bob gets in a w...

Created 14 Aug 01:02

0
1 Vote

Can we get a read receipt button or someone way to verify that opposing counsel actually opened or received the email

Can we get a read receipt button or someone way to verify that opposing counsel actually opened or received the email

Created 14 Aug 00:42

0
1 Vote

After a client has signed the disbursement sheet, for accounting can we get a check list built in someplace which can help our accountants identify with a check mark which providers they have paid and which ones are still outstanding. Essentially a check list confirm payment sent payment received and that way we can easily close a case.

After a client has signed the disbursement sheet, for accounting can we get a check list built in someplace which can help our accountants identify with a check mark which providers they have paid and which ones are still outstanding. Essentially ...

Created 14 Aug 00:36

0
1 Vote

More Icons to Choose from when creating new fields and sections

More Icons to Choose from when creating new fields and sections

Created 14 Aug 00:04

0
1 Vote

Outgoing Fax from case file

Outgoing Fax from case file would be very helpful

Created 14 Aug 00:03

0
1 Vote

Customizable Firm Log in Page with by NEOs below

Customizable Firm Log in Page with by NEOs below. I think this would be very eye catching

Created 14 Aug 00:02

0
3 Vote

Neos: Checklist Summary Group by Column

Since the today screen checklist is so small as to be unusable, I use the checklist summary tab. Would be nice to be able to group by column header, rather than just sort.

Created 11 Jun 15:26

Checklist

0
2 Vote

Viewable Checklist Instructions

Be able to see the instructions from the checklist screen without having to open up the details.

Created 11 Jan 16:54

Checklist

1
1 Vote

Medical Countdown Timer and follow up timer

Each medical record requested the user or admin should have an automatically include a countdown for when that record is due by so example 15 days and then each day it ticks down and if its not receive the medical manager should be made aware. Als...

Created 13 Aug 13:01

0