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Create Document Tags On The Fly

It would be nice to be able to create document tags as you need them (self building list) rather than having to pre-populate a minidirectory with them.
Guest about 3 years ago in General 0 Shipped

Neos - Change color of flag note and light bulb to a more alerting color.

The flag/special note at the top of cases used to be an orange hue, and so did the light bulb. With the recent Neos facelift, those two items now blend into this muted color scheme rendering point of the flag/special note and the light bulb useles...
Guest about 3 years ago in General 0 Shipped

Word Templates Add In for Mac Users

Currently there is no add -in for Mac users to code their own templates.
Guest about 3 years ago in General 1 Shipped

No limit to characters typed into a checklist item

There should be no character limit when making notes in your checklist description field. This causes multiple checklist items of the same to be set, when all the information cold be in one checklist item. For example, when requesting records from...
Guest about 3 years ago in  1 Shipped

Email a checklist item once set

An attorney or supervisor can create a checklist item when reviewing a file for the assistant/paralegal and once the task is set they would be able to email that task directly out (like a note).
Guest about 3 years ago in Checklist 2 Shipped

Neos: Ability to Use Document Tags to search/group other docs with the same tag

Either by clicking on the tag or via a filter at the top.
Guest about 3 years ago in General 0 Shipped

Make comment box bigger

On the records request tab, going into providers. We should have the note/comment box much bigger. When we make a note it should be going down not side ways.
Guest about 3 years ago in  0 Shipped

Neos - Remove 'Add Note' Button from Header

Remove the 'add Note' button from the head of the case - when suers are on the Notes tab, it is confusing because they think that is where they are supposed to cliek to ad a note.
Guest about 3 years ago in General 1 Shipped

NEOS: being able to export the settlement memo in a Word document format for further modification

The firm/user want to be able to export the settlement memo to word so they can modify it further that way they can use it for their own benefit.
Guest about 3 years ago in General 1 Shipped

Add names of clients to provider usage list

When you run provider usage for a specific provider, the list only shows case number and not the actual client name. It also does not allow you to access the case from the list.
Guest about 3 years ago in  0 Shipped