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new notification

The attorneys to get a new notification every time a new case is put into their name.
Guest 2 months ago in  0

Clean up the Phone/Communications Capability

In order to streamline our workflow, it would be beneficial if Neos: Made a pop-up of the phone log details after your phone call so you could assign and add notes, saving without having to go to the communications tab to do so Have the phone/comm...
Guest 2 months ago in  0

Adding a default value category for a provider

it would be helpful to have the ability to set the value category for a provider within their contact card. Example, eServe will always be categorized as filing fees when entering expenses in the value tab.
Guest 2 months ago in  0

When a staff leaves remove from groups

Staff groups need to be updated and removed when a staff is replaced or leaves.
Guest 2 months ago in  0

Add a Group Special Permissions for access to making a case Dormant.

A lot of the time our team members make a decision on their own to make a case Dormant and we would like to be able to control who has the ability to put a case into the Dormant stage by adding a Group Special Permissions for access for it.
Guest 2 months ago in  0

Case Checklist Item Permissions - Specifically Restrict Due Date Modification

Currently, when you the modify permissions for case checklist items you also stop users from being able to mark items as done. We would like the ability to stop users from changing the due date of an item without them losing the ability to change ...
Guest 2 months ago in  0

The ability to have more than 1 value folder

Sometimes we settle cases with just the liability funds, and then we have a separate settlement with the UIM (underinsured motorist) funds, and it's necessary to show those settlements separately in the value folder.
Guest 2 months ago in  0

Ability to set triggers from Date of Birth

We have clients that start their case before their 65th birthday and during the case turn 65 and become Medicare eligible. It would be nice to have some sort of warning or be able to set up some sort of trigger that uses the Date of Birth.
Guest 2 months ago in  0

Ability to add court documents to Litigation Docs tab

It would be more efficient if you could add the court documents to the lit docs tab instead of only on the case docs tab. Sometimes with the all records, bills, correspondence, etc they get lost on that tab and its harder to review through them ev...
Guest 2 months ago in  0

Default to General Notes Tab

We just started using texting and that adds alot to the "all notes" we would like of we could default to the general notes tab. OR, if texts would only be saved to the text message tab and not both text and all notes.
Guest 2 months ago in  0