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An Icon to identify when a case is part of a companion group.

Change the visual of the icon in the left navigation pane of the case to identify when the case is included in a companion group. For instance, a red block like in Needles.
Guest 10 months ago in  0

Print all neos Notes

We need the ability to print all Neos notes instead of having to print individually. Need this for trial prep as well as possible legal malpractice claims. I will note this has been requested since 2020. We need it NOW!
Guest 10 months ago in  0

Texting to Non-Contact

Please add ability to text in a case without having the recipient formally added as a contact. There are many times we need to send a text to someone that we do not need to add as a case contact. Need ability to generate a new text thread from wit...
Guest 10 months ago in  0

New report that lists providers and their addresses.

I would like to be able to generate a report that lists all of the medical providers and their contact information for a case. See attachment for an example.
Guest 10 months ago in  0

Add Email More Types

I would like to be able to add more Email types to a contact. Right now there is only Business, Personal, and Other. I would like to add Billing, Reductions, Records, etc. or even an option to type in a custom value like there is in the address, a...
Guest 10 months ago in  1

Ability to filter emails to/from

Want to be able to filter emails to only those to or from a certain person.
Guest 10 months ago in  0

When tagging emails, it would be nice if the color coding for litigation, closed, opened, etc. would match Neos.

The color coding for the case in litigation is a different shade of blue not red as it is in Neos. It would be nice if these matched.
Guest 10 months ago in  0

Accessibility

Is your question addressed in the online help? NO If receiving an error or having an issue, what is the exact error or describe the issue. I don't know if this qualifies as something that can be resolved, but if not please take it as a suggestion....
Guest 10 months ago in  0

Add permission to archive intakes separate from delete intakes

Add permission to archive intakes separate from delete intakes
Guest 10 months ago in  0

Incorporate Stamps.com

integrate with stamps.com so we don't have to copy paste addresses to a word document and then print an envelope
Guest 10 months ago in  0