Ideas & Enhancements

Make available the Codes from Settlement Calculator for User Created Settlement Template

The settlement calculator is a great tool. You can set offer 1, offer 2, offer 3 etc. Each offer calculates disbursements atty fee and percentage then net to a client. You can create reductions, such as reducing "Time".

I contacted support to find the settlement calculator codes to be used in a user created template. I was told they do not exist.

It would be extremely useful if you could make available the code or permit the use of the codes from the settlement calculator for a user created settlement statement / memo. I had to create my own memo because the pre-formed Neos memo adds in "Time" and the word document has boxes that are cumbersome to work in.

I created a coded settlement memo using the list function and question prompts code (asking for the info from the settlement calculator), but the user still have to manually perform the sum total after the user generates the document at the end of each. Code from value tab like attorney fee and gross recovery are available. The coded lists however do not have sub totals. We could save a lot of time if we could use the codes in the memo from the settlement calculator.

  • Guest
  • Oct 24 2024
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