Filevine users have a dedicated email address for each matter. This would be a very efficient upgrade from the tagging system we currently have (though we would still need the tagging system for correspondents who don't "reply-all."
Best Time to Visit Meghalaya - Monsoon Retreat:
Indulge in the serene charm of Meghalaya's rain-washed landscapes during the monsoon season. Enjoy the soothing rain showers while exploring its abundant natural beauty.
It is custom in almost every practice (firm or doctor's office) that documents are sorted by the most recently saved document. If Neos can't provide their customers with the ability to sort in the folder view, then Neos, should at least change the...
GOAL: I want a report that shows my prospect's email addresses.
PROBLEM:
The Intake First Party Export report indicates it will: "Displays the default address and email addresses for intakes within the selected criteria for export to csv file....
Organize the documents in each folder by date received
It will help see the new documents received right away and show order in which they were received from all entities. This will help CA's, Attorneys, Assistants, Secretaries, Medical Records, and Liens. Thank you!
Add document or link to documents to calendar appt
In Outlook we used to add a link to the documents in SharePoint so that the attorneys could access documents while at appointments more efficiently. It would be great if we could add a quick link to a doc or include a link to the doc in the calend...
Opening a new note should default you into the topic field
If I remember correctly, in Needles 4, when you enter a new Note, you could start typing in the Note Topic field immediately. In Needles 5, you are forced to either click in the field or press the Down key and Tab multiple times. If I am rememberi...
In Needles 4, when you save the change(s) to the status of a checklist item, the checklist window stays with the top of the list. In Needles 5, the checklist window scrolls to the item that was changed. If I mark a parent item Done, I want to make...
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