Ideas & Enhancements
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Add the code description to the Class Code drop-down window

Add the code description to the Class Code drop -down window. This would help users to select the correct class code for each case - not everyone is familiar with the description for every 3-character class code. This would be helpful for all staf...
Guest about 3 years ago in General 0

User would like to be able to tag documents or attachments from a calendar in to the case calendar

User would like to be able to open outlook calendar and open and be able to tag an event with attachments such as pdfs
Guest about 3 years ago in General 0

Have the DocuSign send notifications to user's when a document is sent back

Currently, when a document is sent out to be signed and returns, the only place where there is a notification is with the email connected to DocuSign. Is there a way to have the confirmation return email also go to the users who sent out the docum...
Guest about 3 years ago in Integrations 0

The dropdown menus are too small and don't show the entire name. The dropdown column should be as wide as the widest line.

See photo
Guest about 3 years ago in General 0

NEOS: Automatically create case event with LIM date so that it can be pulled into calendar reports

We need this to occur so that we aren't duplicating efforts within the platform and potentially missing SOLs that are not automatically pulled to attorney/staff calendars. This would also help immensely with reporting options for case-related dates.
Guest about 3 years ago in Checklist 0

Neos - After Sending Message From Case, close out back to that case (currently closes to closest tab)

When sending a message from a case, the new message tab opens, then once it is sent, the tab closes and will then open the tab directly next to it, instead of the case you might have sent the message from. When sending a message from the case, onc...
Guest about 3 years ago in General 0

Allow Subscribed reports to update date fields each week they are generated

If reports are designed to show the information for the last week, can subscribed reports automatically update to show the next week each time the report is generated. So on Monday Feb 1 it will pull all opened cases from Mon Jan 25 to Sun Jan 31....
Guest about 3 years ago in General 0

Neos: attach email attachments to case when composing new email

When composing a new email, you are unable to attach a file to a case. Once the email is sent, you have to go into the sent items to tag the email. It's not convenient to have to send it first before tagging everything.
Guest about 3 years ago in  0

Firm Address - Multiple Locations

Some firms have multiple locations as well as multiple phone numbers and maybe also a separate phone number for those who do not speak English. They would need to be able pull these fields into documents.
Guest over 3 years ago in General 0

Neos: Ability for multiple people to subscribe to a report

Currently, you may only have 1 person subscribed to any report when it would be beneficial to have multiple users subscribe to the same report.
Guest over 3 years ago in  0