Ideas & Enhancements
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Need Client Email Column in Reports

GOAL: I want a report that shows my prospect's email addresses. PROBLEM: The Intake First Party Export report indicates it will: "Displays the default address and email addresses for intakes within the selected criteria for export to csv file....
Guest over 1 year ago in  0

Organize the documents in each folder by date received

It will help see the new documents received right away and show order in which they were received from all entities. This will help CA's, Attorneys, Assistants, Secretaries, Medical Records, and Liens. Thank you!
Guest over 1 year ago in  0

NEOS: Checklist items without a ref (MAN) and no due date should be applied with OPEN status instead of BLANK

Currently, Checklist items without a ref (MAN) are set without a due date and with a blank status. Our firm's users tend to filter the checklist by open items which filters out the blank status that these items get added with. Our firm has some ch...
Guest almost 3 years ago in  1

Generate multiple medical requests at same time

Would like to be able to generate multiple medical requests at the same time.
Guest over 3 years ago in General 0

As in the Correspondence document type, need columns for To/From/CC/BC in Email document type

This would help show who email is sent to/received from without opening email itself and/or having to modify title of document with details about the email (i.e. who it was sent to, who it's from, etc.)
Guest over 1 year ago in  0

PDF editor; Fields not able to auto fill from other fields.

In adobe if you have two fields that need to pull the same information you are able to name the fields the same thing and when you type into the first field it will pull into the second field automatically. For example if I name Field 1 "Test" and...
Guest over 1 year ago in  0

Companion Option for Intakes

Ability to link companions at intake phase as well would allow us to see all involved parties regardless if we retained them or not.
Guest over 1 year ago in  0

NEOS - All Subscriptions button in reporting window.

Currently there are the following buttons: All, All Favorites, and All Report Templates; however, there is no easy way for a client to see all of the reports they are currently subscribed to.
Guest over 3 years ago in General 1

Ability to Bulk Edit Calendar Items, ie. Mark Done or Cancelled

Looking for a bulk action on the calendar for case. When a case is in litigation and it settles, it is VERY time consuming to go into each entry and mark cancelled. Also, when an event is cancelled, can it function like outlook where it says CANCE...
Guest almost 3 years ago in  0

Add the ability to use an If statement and tags in a document that is inserted in a template using the Insertdoc tag. This allows the user to create one doc with IF statements and tags once instead of having to create in every template. This will also allow the user to edit one document when there are changes needed.

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Guest almost 3 years ago in  2