Ideas & Enhancements
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Neos: Certificate of Service Paragraph should include Fax Number

As shown in attached image, the Certificate of Service Paragraph tag option currently does not display the Fax number. This should be included in this type of tag.
Guest over 3 years ago in General 0 Shipped

Make Counsel Representing box multiselect.

When adding a new counsel to a case, would it be possible to make the Representing selection a multiselected option, so those who represent different parties, but same role can be save under one entry instead of two. In the image I have provided, ...
Guest over 3 years ago in General 1 Shipped

Document Field within other Tabs

There is a document field when editing the user defined portions of needles. We would like to be able to upload a document there such as a depo notice in the deposition tab.
Guest over 3 years ago in  4 Shipped

Ability to default calendar to a group

Currently the global calendar defaults to the user logged in, but would be nice to be able to change the default to be a staff group instead.
Guest over 3 years ago in  5 Shipped

Create Document Tags On The Fly

It would be nice to be able to create document tags as you need them (self building list) rather than having to pre-populate a minidirectory with them.
Guest over 3 years ago in General 0 Shipped

Neos - Change color of flag note and light bulb to a more alerting color.

The flag/special note at the top of cases used to be an orange hue, and so did the light bulb. With the recent Neos facelift, those two items now blend into this muted color scheme rendering point of the flag/special note and the light bulb useles...
Guest over 3 years ago in General 0 Shipped

Word Templates Add In for Mac Users

Currently there is no add -in for Mac users to code their own templates.
Guest over 3 years ago in General 2 Shipped

No limit to characters typed into a checklist item

There should be no character limit when making notes in your checklist description field. This causes multiple checklist items of the same to be set, when all the information cold be in one checklist item. For example, when requesting records from...
Guest over 3 years ago in  1 Shipped

Email a checklist item once set

An attorney or supervisor can create a checklist item when reviewing a file for the assistant/paralegal and once the task is set they would be able to email that task directly out (like a note).
Guest over 3 years ago in Checklist 2 Shipped

Neos: Ability to Use Document Tags to search/group other docs with the same tag

Either by clicking on the tag or via a filter at the top.
Guest over 3 years ago in General 0 Shipped