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For those of who practice personal injury many times we open up multiple cases associated with our client. Is there a way to sync the data between all 3 separate claims so we don't have to enter in the same information. For example Bob gets in a wreck with Sally Bob sues Sally's Insurance - bob recieves the full 30,000 policy max Bob then files a claim on his on insurance to receive money from his policy as well. If there is a way we can group everything together while still maining multiple files associated with the same case that would be very helpful

For those of who practice personal injury many times we open up multiple cases associated with our client. Is there a way to sync the data between all 3 separate claims so we don't have to enter in the same information. For example Bob gets in a w...
Guest 8 months ago in  0

Can we get a read receipt button or someone way to verify that opposing counsel actually opened or received the email

Can we get a read receipt button or someone way to verify that opposing counsel actually opened or received the email
Guest 8 months ago in  0

After a client has signed the disbursement sheet, for accounting can we get a check list built in someplace which can help our accountants identify with a check mark which providers they have paid and which ones are still outstanding. Essentially a check list confirm payment sent payment received and that way we can easily close a case.

After a client has signed the disbursement sheet, for accounting can we get a check list built in someplace which can help our accountants identify with a check mark which providers they have paid and which ones are still outstanding. Essentially ...
Guest 8 months ago in  0

More Icons to Choose from when creating new fields and sections

More Icons to Choose from when creating new fields and sections
Guest 8 months ago in  0

Outgoing Fax from case file

Outgoing Fax from case file would be very helpful
Guest 8 months ago in  0

Customizable Firm Log in Page with by NEOs below

Customizable Firm Log in Page with by NEOs below. I think this would be very eye catching
Guest 8 months ago in  0

Ring Central Recorded Phone Calls and Ring Central Voicemails in case file

If a case manager misses a phone call and the client leaves a voice mail can that automatically go into the case file of the client and the same with a recorded phone call
Guest 8 months ago in  1

Medical Countdown Timer and follow up timer

Each medical record requested the user or admin should have an automatically include a countdown for when that record is due by so example 15 days and then each day it ticks down and if its not receive the medical manager should be made aware. Als...
Guest 8 months ago in  0

Should have the option to automatically input file number in any generate document

Should have the option to automatically input file number in any generate document
Guest 8 months ago in  0

NEOS instant message feature in which we can create teams or copy over our ring central teams to the NEOs platform without having to open two different platforms

NEOS instant message feature in which we can create teams or copy over our ring central teams to the NEOs platform without having to open two different platform
Guest 8 months ago in  0