Ideas & Enhancements

17 Vote

Tag an email to multiple cases

The reason this is necessary is they get updates from firms that they refer cases to on all the cases on a monthly basis or so - the emails give updates on hundreds of files, which currently means they have to go through the process of manually ta...

Created 16 Mar 23:03

General

2
3 Vote

Multiple Referred-By Source Selection

On the Case Tab, you can only select one referred-by source, but if a case is referred by multiple sources you do not have anywhere to enter that information. It would be great if a searchable field had the ability to have multi-selections.

Created 25 Jan 18:22

0
12 Vote

User would like to be able to pin notes in the note tab at the top for importance

User would like to be able to pin notes in the note tab at the top for importance. Currently in needles 5 this is not a feature. We can sort but we can't pin and give them a label of importance

Created 30 Jul 16:17

2
3 Vote

Alerts for Date of Majority

Oftentimes our teenage clients reach the age of 18 during the pendency of the case. Would be nice to be alerted/notified when "our client" "minor" reaches majority.

Created 24 Jan 18:13

0
9 Vote

Make Date Calculator accessible from anywhere in Neos

We really like using the date calculator, but it's only accessible on date fields - sometimes we like to calculate dates for other reasons, so we'd like to have that calculator accessible from anywhere in Neos. If it could be added to the sidebar,...

Created 25 May 12:49

0
3 Vote

Communications email notifications

There should be an option to receive email notifications for calls received in the communication center.

Created 23 Jan 14:41

0
5 Vote

Do not require recipient when emailing a document

Preferred the way it was before

Created 03 Jul 15:16

1
4 Vote

Expanded functions between LawPay and Neos.

LawPay does more than invoices, can the scope of the integration be expanded upon between Neos and LawPay? Recurring billing and the like?

Created 12 Oct 19:44

2
8 Vote

Documents Tab - Make the 'Open in SharePoint' option more visible

In the most recent update (8/22) - the Open in SharePoint button on the documents tab was moved to underneath a dropdown menu with no name (just 3 dots). We have staff members that need to be able to scroll through hundreds of pictures, and the ea...

Created 29 Aug 14:57

0
7 Vote

System wide mini directory for Email groups

Along with having the ability from the Documents tab to Sending Email to staff assigned to the case, it would be nice to have a system wide mini directory for email groups that would show under the Documents tab to Sending Email drop-down for ever...

Created 06 Dec 19:32

0