Add the ability to have case header go back to "Open" from "In Litigation" when the auxiliary checklist items are not marked open
Many cases go in and out of litigation, and there is currently no way to remove the "in litigation" from the case header without deleting all auxiliary checklist items that are marked as litigation in settings. There should be a way to manually re...
It would be nice if you could get more information at a glance from the calendar items, especially on mobile. At the moment, in order to see the notes on a calendar item, you have to open the edit section of the calendar item.
Guest
almost 4 years ago
in General
3
Future consideration
Ability to not send Outlook invite when adding event to calendar.
When someone creates an event in calendar, sometimes it needs to go out for the entire staff, the staff then receives an outlook invite. There are calendared events that just do not need to have an invite go out. Doing this then causes the organiz...
Provide for "if, then" logic to generate tasks in the checklist
Allow a task to be generated based on whether something has or has not occurred. This would enable tasks to be generated only if something has not happened (a client or another firm has not returned a required document by a specific date or after ...
Add one line of Synopsis screen to the individual cases durng search
It would be very helpful if we could see at least the first line of the synopsis when searching for cases where the party has multiple cases. Often time we identify the case by the body part which is listed in the synopsis.
Neos - Electronic Filing - We need to be able to upload documents directly from Neos to the Court system website for e-filing
Currently, the process to upload documents to a court website for e-filing is to download all documents and exhibits (could be over 20 or 30 documents), and then upload them to the court website. It would be much easier and efficient (and less roo...
Ability to search for ONLY open files / search default to open files
When searching for cases, please provide an option to filter out closed cases or leads etc... Or make the results default to open cases only. So much time is wasted accidentally pulling up closed cases or saving emails etc. to closed cases, and th...
PLEASE Add a default Reminder to the Primary Checklist!!!!!!
In each case you can add a reminder to each item and you'll get a notification via email or Neos, your choice (in settings). However, to go into each new case and set all of these reminders is tedious to say the least! The Primary checklist should...
Our Outlook calendar is color coded for attorneys. It would be helpful to have that show through needles instead of all appointment being in the same color or labeled as busy, free time, etc.
If a text is received and there is an unread message, if they text again, it would be nice if it would just stack that notification of unread messages instead of them each being single and separate.