Ideas & Enhancements

1 Vote

Allow users to access their own transaction logs in Trialworks

It would be very helpful if each user could access their own transaction logs, in the event they make a mistake and need to correct it.

Created 12 Jul 16:05

0
1 Vote

It would be SO helpful to add class code as a sorting field on the check list.

No description provided

Created 08 Jul 15:51

1
2 Vote

Easier way to track Discovery

Maybe a Needles tab dedicated (not user defined) to track discovery drafted, pounded, served, response due, dates good faith letter sent, and likewise for discovery propounded on our client, with integration directly into the Checklist. It would b...

Created 21 Feb 15:54

Checklist

2
2 Vote

Change the label for ID Code field on the Party tab

Change the label for ID Code field on the Party tab. We use this field for language, it would be nice to change the label to reflect "Language" instead of "ID Code".

Created 20 Feb 18:22

General

0
2 Vote

Checklist Numbered in Needles Today

She sees the total nunber of items on Needles Today but she wanted to be able to see number before the case number to see how many she has that way as well.

Created 13 Feb 20:27

Checklist

0
1 Vote

Link Multiple Names at a Time from the Accounting Tab

When linking names in Neos, having to do so one by one is extremely tedious. A change in UI that allows for performing multiple links at a time would help mitigate the tedium and number of clicks necessary to connect firms often massive clientele ...

Created 29 Jun 12:49

Accounting Integrations

1
1 Vote

Neos - Enable Activity Feed for Intakes for all users

Currently, Intake Activity Feeds are only available for Intake Pro subscribers, however this can take away from further auditing Intakes.

Created 28 Jun 15:44

0
2 Vote

Add Option to Add Case Dates and Dates from User Defined Tabs to Calendar

Right now, we have to enter dates in Case Dates AND in our Wit/Exp/Depo tab (a user-defined tab that tracks witnesses, depo dates, depo related information, and other information on the witness). It would be nice if we had an option for those date...

Created 23 Jan 16:52

General

1
1 Vote

Ability to update link to files in ANY sharepoint directory.

We archive files that are more than a few years old in a separate archive directory. Would like for the program to track location outside of CaseFiles directory--possibly adding a firm-wide setting that authorizes the archival site?

Created 23 Jun 22:19

0
1 Vote

Recognition of no linked folder/Ask for permission to create SharePoint folder

Rather than auto-create file folders in SharePoint for every single matter/intake, that then just have to be deleted or managed in some other way, I propose the following: New Intake/Matter is created. CaseDocs tab is clicked. Dialog Box: "Would y...

Created 23 Jun 22:17

0