Ideas & Enhancements

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
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
1 Vote

Bring Back N5 Reports

These advanced reports are so bunched together, you didn't even have the courtesy to make sure they would format correctly when printing.

Created 11 Oct 22:55

0
2 Vote

View others messages based on staff with restrictions

Would like to see staff members that help manage other staff members to view message but restrictions added to them also to not have access to attorneys messages

Created 04 Jun 21:43

0
2 Vote

Integrate with HotDocs

MS Word document / template coding is really poor. Wordperfect was better, but HotDocs, I believe, is a good work around for generating good, solid, non-needed-to-be-edited documents from templates and inputs.

Created 04 Jun 19:22

0
11 Vote

Neos - Post new note to all companion cases without copying the note after it has been created

Currently, you have to create a note for 1 case and then copy it using the Bulk Action menu from the case note list view. It would be nice to see ability to attach notes to companion cases while it is being created.

Created 30 Mar 19:58

1
12 Vote

Automatic Email Tagging

In addition to automatically tagging emails when sent through Needles, there are certain email addresses that are ALWAYS associated with the same case and it would be great to be able to set up some type of rule to automatically tag all emails to/...

Created 19 Nov 16:55

Messages

1
6 Vote

Neos Integrations pages

On each page a detailed description of what the integration offers, a link to the Knowledge Base Articles for that Integrator, and a link to the Integrators website.

Created 03 Jan 20:31

0
5 Vote

Be able to have the same category for all attachments being saved to neos from an outlook email

Sometimes I attach a lot of documents to an email. When I save them, I manually have to select the type/category for each document on the needles tab on the side of Outlook. A lot of times, all documents are the same type. It would be nice to be a...

Created 12 May 16:55

0