A firm might want the option to add additional Case statuses to cater to what is going from their end. Like a Case that's been referred out to another Firm for example.
please make your website compatible with dark mode. much of it cannot be read with the black writing on a black back ground and the cases will not go black at all which defeats the purpose
It would be helpful to see the adjuster emails when single-clicking and getting the side panel. Currently, you have to open the insurance line totally to see it.
Add ability to duplicate a list tab entry within a case
Help to more efficiently enter data in a List/Entry User definted tab. We use one to track discovery demands and frequently many of the fields are identical (i.e. party serving, date served, date response due, status, etc.), so it would be helpful...
Our firm is currently using Wacom drawing tablets in a creative way to gather digital signatures from in-person clients inside the Neos PDF editor. This is obviously non-ideal but it works. We would prefer to have signature pad support for externa...
Auto-populate Document Type field when generating docs from checklist.
When there's a default Document Type assigned to a specific document template, generating said document from the Case Docs tab (correctly) auto-populates the Document Type field. When generating a document from a checklist task, it does not.
Provide for "if, then" logic to generate tasks in the checklist
Allow a task to be generated based on whether something has or has not occurred. This would enable tasks to be generated only if something has not happened (a client or another firm has not returned a required document by a specific date or after ...
0
0
0
