Ideas & Enhancements

4 Vote

Neos Intakes - Add Case Name or ability to update Case Header when spelling of name is changed

Please add a Case Name field or some way to link the potential client's name to the intake header to reflect the correct spelling when a change is made.

Created 06 Oct 19:31

0
11 Vote

NEOS - Sort by date in case folder view

The ability to sort by the date in the case folder view of the Documents Tab.

Created 26 Mar 20:02

General

2
3 Vote

Allow case Party(s) to be associated to a checklist task

Tasks would show up on a firm members dashboard based on either a case type requirement (i.e. send their statement for signature) or the status of a request to an individual party in a case. This would allow tasks to be assigned to a staff member ...

Created 14 Feb 19:11

0
6 Vote

View Certain Fields On Multiple Tabs

It would be great if a case date could be seen on multiple tabs. Also if filled out on one tab, it should auto update to reflect the same info on another tab.

Created 12 Jan 21:56

0
4 Vote

Payment subtotals on value tab separated by each provider that paid

In personal injury it is very important to be able to QUICKLY see how much each insurance paid towards medical bills. It would be extremely beneficial when clicking on Subtotals in the Value tab that it separated a total of what PIP paid, what Cli...

Created 03 Oct 16:33

0
11 Vote

making certain fields within Neos required

we would like to have specific fields within Neos. the list is below. Last name is required already, can we make first name a required field? General information page Can Date of incident be made required fields? Can court name be made required fi...

Created 19 Mar 15:56

Auditing

2
9 Vote

Add ability and functionality to copy or clone Intake Layouts for Case Types, like users can copy case tab layouts.

No description provided

Created 09 Dec 19:28

0
7 Vote

Documents Merge - Into One

Allow option to merge documents into one document without having to leave the merge process. You can only combine via PDF Editor which is another step and Premium Package.

Created 24 Aug 14:43

0
5 Vote

Permissions groups should automatically change staff permissions to inherited automatically.

No point in putting staff into a permission group if you have to set the staff permissions to inherit. Would be a massive time saver if when you put a new staff member into a permission group it would immediately set them to inherit across the boa...

Created 18 May 21:39

2
4 Vote

Add Subject to Messages

We would like to see a subject option for text messages just like there is for notes

Created 28 Sep 14:14

0