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AUTO REFRESH ON CHECKLIST AS WELL AS BEING ABLE TO SET THE CHECK LIST ITEMS ASSOCIATED WITH EACH STAGE THE CASE IS IN WITHOUT HAVING TO FILTER

When a case is pushed into being a new case the first phase/class should show up with just the check list items associated with the first phase/class without having to filter and hit open. It should be preset and then if someone wished to filter f...
Guest 7 months ago in  0

Neos - Layouts have a lot of white space

User would like to be able to use white space to better display grids, forms and overall case tabs. Grid does not allow for full layout flexibility.
Guest almost 4 years ago in General 1

Checklist Items Automatically Marked N/A once Case is Closed Out

The checklist items should automatically mark themselves as N/A or no longer be active once a case has been marked in CLO status and closed out.
Guest almost 3 years ago in Checklist 2

Neos Advanced Search - Ability to create complex reports with complex calculations

Please add more functionality to Advanced Search. I'd like to create my own reports and not have to send requests to Assembly. We have some pretty complex needs that typically can only be met by sending a request and paying a fortune.
Guest 4 months ago in  0

Add Phone number, and email address of who texted to saved note.

Currently inside of Neos, when you send a text message to a client it is saved as a note; however, the phone number and the email of who texted are not saved to this note. This leaves a gap in the information of what phone number was texted and wh...
Guest over 2 years ago in  1

Negotiations Tab

The negotiation tab should let you pull the carrier from insurance and then allow multiple entries of negotiations and counter. It's to complicated, it needs to be simple and fast. That is why the attorneys do not use it at my office. I rate needl...
Guest 11 months ago in  2

Adding a default column design for case tabs

Add a way to default the columns in a tab within a case.
Guest almost 2 years ago in  0

Add DOL and Alt Case Number to Companion Case Listing

It has been requested that Columns be added for Date of Loss and Alternate Case Listing in the Companion Case section of Neos.
Guest about 2 years ago in  2

Make phone numbers include parenthesis and dashes for easy reading.

I have noticed that the parenthesis and dashes are included in the fax but not phone numbers. It makes it very difficult to read off the number or dial it into a phone if you do not have a computer based phone.
Guest over 3 years ago in General 2 Already exists

PDF Editor - Font Style/Size Change

Requesting the ability to change the font style or size of text in a document.
Guest almost 2 years ago in  0