Ideas & Enhancements

It has been requested that multiple cases be able to be linked to one folder in sharepoint, enabled or disabled as a special permission in the user's staff profile.

Currently, the multiple document generation extends to party and provider and primarily targets requesting medical records. One customer has suggested that multiple document generation also extends to insurance and value tab documents. They pointe...

For instance, the column that lists telephone numbers is not wide enough to show the entire number (although the extension column is wider than the original). Every single time I have to look up a number, the column width has to be widened to see ...

Our Outlook calendar is color coded for attorneys. It would be helpful to have that show through needles instead of all appointment being in the same color or labeled as busy, free time, etc.

Often clients will have multiple types of insurances on a case with active negotiations through the same company. Currently, it only sorts by company, and allowing sort by policy type will

Should be able to see how many items are in a list automatically without having to count each line item or run a report. For example, how many items are in my Checklist Summary for the day? If I navigate to Browse Cases and filter by staff and cla...

When typing the AKA name, you must type in last name, first name format and only then the "new" name shows up in the search field. (Nothing shows up if you type first name then last name). There is no way to know which person from the list is th...

It would be very helpful in Outlook if I could rename attachments that I need to save in Neos when tagging an email. Now, if I want to include the attachment, I have to do that, then go into Neos and rename that document to our naming format. That...

Have an area where the document can be viewed from the record/request screen, not needing to go to case docs to view document.

It would make using the outlook add-in more intuitive if we had the ability to search note topic and document type/category.