Ideas & Enhancements

1 Vote

Message permissions per staff group

User would like the ability to set permissions for staff to view messages for other staff within the same staff group.

Created 16 Feb 17:30

0
1 Vote

Needles 5 - Support for Spectrum Mobile and Needles 5 Integration

Rework Spectrum Mobile and Needles 5 Integration to allow for seamless text messaging and increased assistance scope for support to provide to users incase of issue.

Created 16 Feb 17:21

0
1 Vote

select certain items to show on settlement summary instead of everything not 0.

Sometimes you get a check to pay certain value items ie 2 bills but there are 10 items total on the value tab. You have to zero all the other out or you have include them all and edit and re add them in word.

Created 15 Feb 20:54

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
1 Vote

Create mass mailing lists for parties under specific attorney's.

The ability to create mass mailing lists of all clients on cases belonging to specific attorney's.

Created 14 Feb 20:13

0
1 Vote

document generation tab option to rename the document in that section

instead of having to rename in docs tab after you generate docs

Created 14 Feb 16:59

0
1 Vote

document generation tab keeps scrolling to right for each question to add

needs to fit to page view and if you cant see it on screen to expand below instead of a huge list to right

Created 14 Feb 16:57

0
1 Vote

A bulk option to delete certain fields of data within cases as well as documents from cases.

There is an ethics rule being interpreted that client data should be removed after 7 years of a case being closed. With some firms having thousands of cases in their histories, this is a lot of work that a bulk option could sort out. Especially in...

Created 13 Feb 17:28

0
2 Vote

Neos FirmSession.FirmLogo tag image is too small

Regardless of the size imported into the Firm Logo image upload field, the resulting tag image in generated documents is too small, and it also loses resolution if dragged to fit the width of a page. Lovett Law Firm updates their letterhead almost...

Created 29 Jan 19:33

General

1
2 Vote

Allow the ability to attach documents already in Neos to emails that are being tagged.

If a document is already in Neos, to have it attached to an email would cause it to reupload and cause duplicates. User would like the ability to tag documents to tagged emails so that when the note is read, the note allows reader to see what docu...

Created 28 Jan 19:02

Integrations

1