Ideas & Enhancements
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1
Vote
SPLIT DTF among more than one case
When a case expense is entered and a transaction made for it, we need the option to split the DTF value between multiple cases, so we can do that pro-rata accounting on the front end.
Created 01 Apr 19:43
0
1
Vote
Have cases automatically start by date.
Neos should allow cases to be numbered automatically by the case date, year, month, day. This would allow the number of cases to be much more simple to identify.
Created 01 Apr 18:31
0
9
Vote
Drag and Drop into Browse Documents
The functionality is already there; just need to add option to choose case name. Will enable us to move files into Neos much quicker!
Created 01 Apr 15:37
1
1
Vote
Allow the organizer to be removed from the attendees list on any event
This will allow the firm to keep track of who specifically organized the event even if they are not actually attending the event.
Created 29 Mar 16:17
0
1
Vote
need to mark "Trust" value code inactive
I need to mark "Trust" value code inactive, but I'm unable to mark inactive or edit that value code in any way. Our firm does not use LawPay or invoices. We do not want "Trust" to show in the list of value code options because we will never want t...
Created 28 Mar 20:48
0
4
Vote
Flag Activity Feed
The addition, change, or deletion of the flag should be shown in the activity feed.
Created 28 Mar 20:27
0
3
Vote
Intake Pro Individual Seat Pricing
There are only two people in my office that would benefit from Intake Pro. I think it should be sold by seat, not require the entire office to upgrade.
Created 28 Mar 20:25
0
1
Vote
Add ability to print note from side pane
Currently you have to open a note to full screen in order to access the print button, it should be available via the pop out screen as well, so you don't have to open full screen.
Created 28 Mar 16:13
0
4
Vote
Ability to flag important notes like we were able to do in Needles.
You can quickly check the important notes of a case without having to comb through hundreds of entries
Created 28 Mar 16:02
0
8
Vote
Change ALL Calendar Item Status When Case Settles
We used to be able to change the status of all future calendar entries automatically when the case class changed to "Settled." Now, each entry has to be individually opened and modified. Calendar reminders continue to be sent even though a case ha...
Created 28 Mar 14:03
1
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