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Dollar values formatted with 2 decimals and right aligned

On the value tab, advanced search, etc dollar values should always be displayed with 2 decimal places and right aligned so the decimal places line up. Current formatting presents as $10.1 $100.01 $1000.1 Should be $___10.10 $__100.01 $_1000.10 so ...
Guest 4 months ago in  0

Add scripted emails to send from templates

Allow scripted email templates to be made that you can email straight from the case that save in the Notes tab. Similar to the texting feature just with emails.
Guest over 2 years ago in Document Generation 0

Fix space issue in documents when a client does not have a middle name

When creating documents there is a space between first and last name, if the client does not have a middle name. Is it possible to create a box you can click so if the client does not have a middle name it will be spaced evenly when creating docum...
Guest about 1 month ago in  0

Show the client's middle name in searches

We have several clients that have the same name and multiple files. It would be helpful if the middle name would also show up on searches, as most of us do not know the Needles # of each client without looking up their file or having it directly n...
Guest about 1 month ago in  0

Unable to edit text fields of a received scanned PDF document using PDF Editor.

Currently we are unable to in line edit text in scanned PDF's. Very frequently law firms get scanned PDFs from different sources that from time to time need to be edited but currently PDF editor is unable to this. Would be massively helpful to be ...
Guest about 1 month ago in  0

Ability to Bulk Delete from Advanced Searches

You can bulk delete from everywhere else except Advanced Searches. I have had to individually delete over 2,000 items and it is very annoying and EXTREMELY TIME CONSUMING. I do not understand why Bulk Deleting isn't an option in Advanced Searches.
Guest about 1 month ago in  0

Include Email templates in Neos and not just Intake Pro

Email templates need to be available in open Neos cases and not just in Intake Pro. Email templates were available in Trial Works. We used them heavily in Trial Works and now our staff is limited to creating their own templates in Outlook. So time...
Guest 4 months ago in  0

Neos: Ability to tag an email that is downloaded from the notes tab

This would be useful when the person who sent the email did not include an attachment and you want to re-tag the document on their behalf.
Guest 4 months ago in  0

Add ability to edit PDF templates using Inline PDF Editor

Give the ability to prepare a PDF form and add tags directly in Neos
Guest over 1 year ago in  0

Default Provider Card add the business name (Provider Company)

Under the Default Provider Card we would like the ability to add the business name (Provider Company) and have it linked to the business name (Provider Company) instead of needing to create Provider Associations Groups 
Guest over 1 year ago in  2