Ideas & Enhancements

2 Vote

In the 'Cases for Party' Option - Add Date of Incident

When clicking Cases for Party - it would be great if DOI was added to the list of cases

Created 18 Feb 15:40

General

1
1 Vote

Automated Settlement Memos

It would be great to have a button that could generate documents such as Settlement Memos, Demands, Petitions, Discovery Requests, etc based on Case Data. That way we can increase the output per person and decrease the time spent doing the same th...

Created 04 Jan 17:49

0
1 Vote

How to play Uno online

A unique deck of vibrant cards and symbols are used in the American card game Uno. Crazy Eights, another card game that is hugely popular in the US, is where the game's basic idea originated. Merle Robbins created Uno in 1971 in Ohio, USA, and it ...

Created 03 Jan 09:32

1
2 Vote

When changing Case Type drop down in intake, don't erase all entered data

If you enter information on a new intake or change information such as addresses for a previous caller in the system, Neos often erases any entered data when the "case type" drop down is chosen or entered. Yes, it is best to get the case type befo...

Created 10 Feb 22:23

General

0
2 Vote

NEOS - Checklist Details to open ONLY when button is selected

The Checklist Item details menu will open any time you click on a checklist item which tends to get into the way. The user would like for the details window to only open when the "Details" button is selected.

Created 10 Feb 18:50

Checklist

0
2 Vote

Neos - Ability to update status on calendar invites from outside sources

It would be nice to be able to update the status of a calendar invite that came from an outside source, such as a Teams meeting or an invite from a third party that is not activated in Neos.

Created 08 Feb 19:42

General

0
2 Vote

Dashboards - Add Option to exclude Dormant Cases from Checklist Dashboards

Add the option to exclude dormant cases from checklist specific dashboards - currently the dashboards will pull checklist items for dormant cases

Created 08 Feb 16:40

General

0
2 Vote

Neos - Ability to add Document Tags field to Records Request tab

The Document Tags field is very helpful, however it would be nice to see this field in other tabs such as Records Request tab (UD tab 2). Having the ability to add the Documents Tags field to other tabs can even increase the flexibility of the sof...

Created 08 Feb 15:05

0
1 Vote

A Special Checklist Notification for Closed Cases.

Some firms would like a speciack checklist item for specific cases that need to be reviewed years after they were marked closed.

Created 30 Dec 19:50

0
2 Vote

Make the standard "How did you hear about us?" field editable and reportable

Currently, the "How did you hear about us?" field under General Information in the Case tab on all cases cannot be edited or pulled into a report in any way. This field should be a mini directory that can be edited - perhaps under the Mini Directo...

Created 04 Feb 16:04

General

1