Counsel Tab - Checkbox for if they are Active on the Case
Would like the option to check a box on the counsel tab indicating whether or not this attorney is still assigned to the case. If they are no longer assigned to the case, this box would be able to then filter that attorney from appearing in the dr...
Merge templates: Tagging for multi-party/provider when a firm migrates from Needles
When converting codes to tags for migrating firms, we should also look at the prompts as outlined in Needles to create the identifier/prompt in the Neos tag. Add the identifier designated in Needles to identify the prompt. For example, "Select Cli...
Allow Document tags to be appended multiple fields come in one tag
For some documents, adding two tags changes the format. If you could add two fields in one document tag, that would assist in keeping formatting correct and include all necessary informationEx. One tag to include both a Provider's full name and ad...
It would very helping, when searching cases within Neos and tagging emails to cases, if Neos would show all OPEN cases first and the closed cases at the bottom.
Option to Make Multi-Party Document Generation Output One Document
If it is possible, could there be an option to allow multi-party document generation result in a single file with all the generated documents. Needles 4 and 5 had that functionality before and it would help skip loading each individual file.
Ability to link claim information on Insurance tab to Value tab
Currently on User Defined tabs can be sent to the Value tab. This should also be extended to the Insurance tab as Claim Information fields are being used for Settlements.
Add Option to add Party or Provide Contact Details to Outlook
Add feature to create an Outlook contact from both Party records or Provider records. Fields to include would be name, address, email address, phone numbers and date of birth. This will add a benefit to the 365 integration.