Ideas & Enhancements
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On the value screen, the DTF shows up even when the check has NOT been cut yet

The request to have the value tab mark transactions to be marked "DTF" after the check has been cut within QuickBooks.
Guest 4 days ago in  0

Changes Needed to the Intake: Currently the Intake questionnaire details are lost when you convert the intake into case. The Intake Packet should be saved to the Intake tab to see the entire intake packet including the questions and answers that we added to the intake. It is absolutely terrible that we lose this data when we convert it to a case.

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Guest 10 days ago in  0

Have the provider address show in the value screen instead of having to go into the provider tab.

Sometimes we have multiple locations for the same provider and it would help to see the address in the value item and not have to click to the provider card.
Guest 3 months ago in  1

Be able to select provider address where client treated in each case

It would help with multiple providers and incorrect providers being entered if we could make one contact card and select the location client was seen for in each individual case, or be able to change the default address on a case by case basis ins...
Guest 25 days ago in  0

Ability to select Multiple Checklist items containing documents to generate in bulk and also update the checklist items to "Done"

Please add the ability to select and mark multiple checklist items to generate the templates attached to the respective checklist items all at one time. In other words, select the checklist items that have templates attached and be able to run the...
Guest 5 months ago in  6

Replies to email auto tagged, and sent from Neos not OL

When replying to an email from Neos, it should reply from the system, enabling the user to be able to send documents from the case and auto-tagging the email to the case at the same time
Guest about 1 month ago in  3

Add sum feature to all number columns in Reports

Currently, we have created a report to show billing charges, amounts paid, adjustments taken, and total due for a specific client. We can use the sum feature on the columns for Total charges & Total Due. It would be helpful to see the total am...
Guest 16 days ago in  0

Change ALL Calendar Item Status When Case Settles

We used to be able to change the status of all future calendar entries automatically when the case class changed to "Settled." Now, each entry has to be individually opened and modified. Calendar reminders continue to be sent even though a case ha...
Guest about 1 month ago in  1

Foxit Integration

It would be nice to open PDFs directly to Foxit desktop or web application directly from documents tab.
Guest 5 days ago in  0

Premium Docs: Open Editor INSIDE matter file

PDF Editor opens in a new tab, killing the case timer for the amount of time you're in there editing.
Guest 9 days ago in  0