Currently, we have created a report to show billing charges, amounts paid, adjustments taken, and total due for a specific client. We can use the sum feature on the columns for Total charges & Total Due. It would be helpful to see the total am...
One button that allows you to issue checks for all due items including the attorney fee, DTF items, remaining expenses, and the client's check. This would be more efficient than selecting the value codes and creating transactions then combining li...
Link Documents to the Linked Records of a Contact if the Contact selected in the Document "To" field
If you select a Contact in the To Field of a Document, it would be extremely helpful if that document would automatically be added or uploaded to the Linked Records section of the selected Contact. And also include the Case Name as a column option...
Quickbooks Integrator should be able to recognize an inactive Payee or Provider
It would be helpful if the Integrator would be able to find inactive providers and payees in Quickbooks. This would save firms so much time, so we could mark them as active for new checks.
Allow custom view/formatting for cases per person's own settings
Allow users to choose how to view their cases, including a main page where they decide what specific tabs/boxes they need to immediately see when they look at a case.
All internal email addresses should pop up when sending an email through NEOS/notes tab
Currently only OC's email pops up for us. Would like to be able to type in a few letters of anyone from my office, and specifically my paralegal, and have their email pop up when emailing through NEOS.
Go directly to the document, or billing, or whatever specific thing you are clicking on from a dashboard
I have a dashboard showing my billing entries, a dashboard showing documents received, etc. where it is clear that if I am clicking on that entry -- I either want to revise that specific time entry, or go to that specific document. There has never...
There should be a way to quickly see the progress/status of the DocuSign document in NEOS. After a document is sent out for signature, there is no way in NEOS to know if the document was sent and the current status of that document.
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