Allow the Settlement Calculator to pro rate the settlement amount. Some states allow settlement to be split 3 ways. This would eliminate staff having to calculate the amounts.
Duplication Check when Adding Cases via + New Party
My team has entered several duplicate cases because the duplication notification is only activate when you search for the name under "Select a Contact", not when you go straight to + New Party. When you choose + New Party, it should still run a du...
Templates for PDF more complicated than needed. You have to download pdf to make changes instead of change it on fly
In Settings Templates Viewer is not accurate until it updates sometime hours or a day. why not have the ability Template source and browse to CloudDocs Preview with yellow and green fields is too small Fields do not match merge field Very time con...
Ability to Tag Neos Case in Outlook Calendar Appointment from a Shared Calendar
We need to the option to tag a case when creating an appointment in Outlook Calendar for a shared calendar we have editing rights to. Currently, we can only tag a case in Outlook if it is in our calendar and not a shared calendar. If we create the...
I do not want to wholesale replace a staff member. Our firm is growing and I want to re-assign some cases in bulk to a new attorney. There appears to be no way to do this through mass update, forcing me to go to all 200 cases individually to reset...
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