Ideas & Enhancements
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Total Item Count

Should be able to see how many items are in a list automatically without having to count each line item or run a report. For example, how many items are in my Checklist Summary for the day? If I navigate to Browse Cases and filter by staff and cla...
Guest over 3 years ago in General 6 Future consideration

text notification stacking

If a text is received and there is an unread message, if they text again, it would be nice if it would just stack that notification of unread messages instead of them each being single and separate.
Guest 3 months ago in  0

Open cases assigned to that attorney should appear at top of search results

Many last names are very common. High volume firms could have 10+ cases with the same last name - sometimes even the first name or initial. If an attorney searches for a case by that name, any case assigned to them that is open should, ideally, ap...
Guest about 1 year ago in  7

Batch print

We need to be able to batch print from Neos. Maybe I am missing something, but we should be able to print numerous documents from the case docs screen once generated and bulk print either by opening them up in Sharepoint or allowing open in Word a...
Guest over 1 year ago in  2 Planning to Implement

Add new document linking ability to value tab items

We love the June 2023 release new ability to link documents to list tabs PLEASE add this to value items which is where we need this functionality the most and ASAP we need to refer to invoices, approvals for payment, the documents that get printed...
Guest 10 months ago in  1

Add the ability to have case header go back to "Open" from "In Litigation" when the auxiliary checklist items are not marked open

Many cases go in and out of litigation, and there is currently no way to remove the "in litigation" from the case header without deleting all auxiliary checklist items that are marked as litigation in settings. There should be a way to manually re...
Guest 6 months ago in  1

Adding the ability to Print or export to PDF to every screen

There are so many times that come up when just exporting or printing options would come in very handy. For example, while on the checklist tab when all we want is the Case header and the current filtered view. Or how about when you select multiple...
Guest over 1 year ago in  3

Ring Central's Call Log should support the ability to email the call log after it’s posted.

Ring Central's Call Log should support the ability to email the call log after it’s posted.
Guest 13 days ago in  0

Ring Central's Call Log should support the ability to create an appointment from the call log

Ring Central's Call Log should support the ability to create an appointment from the call log
Guest 13 days ago in  0

Ring Central should support the ability to update the contact record from detail pane

Ring Central should support the ability to update the contact record (phone numbers, emails, etc) directly from the detail.
Guest 13 days ago in  0