Ideas & Enhancements

1 Vote

Advanced Search filter for "Does not Contain"

You can filter your advanced search using "Contains", but it would be helpful to also filter out things that do not contain certain words or phrases. Specifically, I have an advanced search on my dashboard for notes that contain my @handle. Once r...

Created 21 Oct 16:07

0
1 Vote

Medical Providers - Large practices provide dropdown for each location when selected in ref to or ref by as well as when added to Medical Tab.

This would decrease the amount of duplicates in the system. It can also help for settlement checks since we would have one main address for all checks to be sent to.

Created 21 Oct 13:19

0
1 Vote

Auxiliary Checklist- Allow more than 5 phases. Neos allows additional phases within regular checklist but not Auxiliary for Litigation Matters.

This would allow the activity feed to work properly from start to finish when litigation is involved.

Created 21 Oct 13:15

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
8 Vote

Staring Notes

It would be useful to star and/or pin important notes in the notes tab. That way, you automotically see the note when you go to the notes tab.

Created 06 May 19:06

0
3 Vote

Add counsel automatically when creating case

Every time a case is made for add a specific Counsel from our firm to the Counsel Tab

Created 06 Feb 14:48

0
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
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

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8 Vote

Ability to add multiple entries to the value tab at one time (neos)

This would be extremely helpful when a case settles and we have to add a break down of the settlement funds, for example.

Created 28 Apr 19:16

1
13 Vote

SaaS - Add Alternate Case Number to Case Header & Search

Add Alternate Case #1 to Case Header and in Search Pop Outs

Created 17 Jul 15:50

General

0 Already exists