Ideas & Enhancements

1 Vote

Add "Referred to" Column to Intake List Screen & "Referred to" Parameter to Intake Reports - helpful for tracking cases that are referred out

On the intake list screen, you are able to add field referred by as a column and sort. As well, intake reports are designed with a referred by parameter/filter. For firms that refer a lot of cases out... It would be incredibly helpful to have a so...

Created 28 May 15:10

0
1 Vote

Digital Signature Sizing

When coding a letter with a digital signature tag, it comes into the letter VERY small. Need to be able to size formatting from letter vs. editing each letter.

Created 27 May 17:55

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1 Vote

Ability to filter browse providers by a custom field (approved/preferred)

No description provided

Created 25 May 20:24

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1 Vote

Have mentions shown in messages when notifications are set to Neos Only.

No description provided

Created 25 May 19:26

1
1 Vote

Needles 5 Outlook Addin - Set Default Note Topic when posting

No description provided

Created 24 May 21:00

1
1 Vote

Ability to change the negotiation tab layout

No description provided

Created 20 May 15:30

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1 Vote

Add a Grouping Feature for Litigation Title in Advanced Search

No description provided

Created 19 May 18:07

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1 Vote

Needles 5 - Mass Deployment of Needles Outlook Addin

No description provided

Created 18 May 16:46

1
1 Vote

Integration with Voicenation

No description provided

Created 17 May 18:57

0
1 Vote

Total Adjustments/Adjustments in the Value tab should be parameters that can be added to a merge document.

No description provided

Created 14 May 14:46

1