Intake Pro Automation Triggers Should Have Multiple Actions
I would like it if the automations in Intake Pro can have multiple actions to the same trigger. Like when the checklist item is set to Done, have it send both an email and a text to the client instead of only one or the other.
It would be nice to be able to have one screen and enter bulk expenses into multiple different cases from one screen. It takes too long right now when you have multiple expenses to enter for multiple clients.
I would like to be able to enter the date of the trial and be able to enter all events leading up to the trail. Such as Trial Date is 01-01-2050 and 20 days before trial witness are due and 40 days before trial experts are due, etc. I want the dat...
When loading the checklist summary, it would be helpful to have the options of "past month", "past 3 months", etc. automatically update when bringing up the summary, a "trailing" time frame, if you will.
We use alt case numbers instead of the case number that Neos automatically generates. It would be helpful to not see the Neos case number but only see the Alt Case No.
Case Contact List - Do not show duplicate entries from the same tab
My records tab may show Datafied 10 times. Within the Case Contact List, it will duplicate and show Datafied all 10 times with Involvement on the Recs tab, but I only need to see it one time per tab involved.
