Ideas & Enhancements

2 Vote

Including POLICY "Limits" to Default Insurance Tab

"Limits" Column should be included to the DEFAULT on the Insurance Tab. Attorneys, Paralegals, Case Managers, BI Adjusters (such as myself) should be able to view Policy Limits with ease (without having to include the limits column individually). ...

Created 09 Dec 18:09

0
5 Vote

Increment column should be available in advanced search for time

Advanced search is a powerful tool for time, and there should be a column for increments. Different staff may be billed by different increments so this would help us search for information more quickly

Created 16 Aug 17:31

0
23 Vote

Layout Manager: Allow for the ability to copy sections between case/matter types

It would be very beneficial if we had the ability to select a section from one case/matter type and select an option to copy it to another case/matter type to help with screen layout consistency.

Created 27 Sep 21:11

0
3 Vote

Ability to add columns to insurnace page

There should be the ability to add or rename the avilable colums in the inusrnace page (and other opages for that matter). For instance I would like a column named "ankowledged" on the insurance page with a check box so that I can easily access an...

Created 31 Oct 15:55

0
7 Vote

Assign each case an email address

Filevine has this feature where if you email a specific address assigned to a case it will add the email to the notes tab and any attachments to the case docs. The way it's set up right now with the Outlook app is rather tedious and I think it'd b...

Created 30 May 15:08

1
29 Vote

Add option to limit case search by case status (Neos)

When searching cases, please provide an option to search by case status and filter out closed cases or pending leads. Or make the results default to open cases. So much time is wasted accidentally pulling up closed cases or saving emails etc. to c...

Created 03 Feb 12:45

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2
28 Vote

Changing column size in notes tab does not stick

This works in other tabs but not notes. Would like to be able to resize to see less blank space and more of the notes

Created 10 Mar 18:22

1
3 Vote

Please add a line in the settlement calculator accounting for previous disbursements to clients

Currently in the settlement calculator the Net to client does not take into account any disbursements that have already been made to the client, so when evaluating settlement offers and calculating how much would be due to client, we are giving th...

Created 30 Oct 13:29

0
8 Vote

Reminders for Records Tab

Please add an option to add a reminder when a new record request is logged on the Records tab. Separately adding events to the calendar or checklist for each request on each case is time consuming when doing a high volume of requests. Ideally, whe...

Created 17 Apr 20:59

0
13 Vote

Add filter to Calendar such as Open/Closed/Rescheduled and a filter to hide dates that have past

It would be so much easier to keep organized if there was a filter in the calendar where we could filter to only see Open/Closed/Rescheduled/etc. Also, to have the option to "hide" the calendar events that have past the current date / specific dat...

Created 05 Oct 22:21

0