Ideas & Enhancements
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Add a Version of Case Facts into Each Case/Intake

If it is possible, please add in an option in the case/intake to make a Case Facts report like in Needles. The one through the Reports menu is a bit clunky to use.
Guest 6 months ago in  0

Intake Form with All Intake Information

Previously we received a PDF in the file with all the information the client has provided in one document. It listed their contact info, the accident summary, the police department, police report number, their injuries, what hospital they went to,...
Guest 6 months ago in  0

Two factor Authentication 7 day do not ask

Need to have a log for calendar items that are not case related. Who created, who canceled item etc
Guest 6 months ago in  0

Neos: add permission to block users from changing the "Case Name" field which then changes the SharePoint folder name

Please add a permission that lets us limit the ability to edit this field. The only permission available is to restrict editing ability to the entire "Case" tab which does not help because everyone needs to be able to edit fields on that tab. the ...
Guest about 1 year ago in  0

Need client name & case number on reports

When you print a DTF Report now, there is no identifying information on the report and you have to perform an additional step to get a list of the expenses.
Guest 6 months ago in  0

ability to display provider role and specialty in advanced search

We want to display provider name, address and role and specialty in the results
Guest 6 months ago in  0

Timer with start time and end time

Currently timer stops if the page is not active. Opening a new tab creates loss of time on the timer and having to calculate missing time for billing. Having a start time and end time input feature (ex 10am-11:12am) would clear up timer issues whe...
Guest 6 months ago in  0

Ability to Remove Calendar Event if Organizer is inactive

The ability to remove calendar events when the organizer is no longer active or working with the firm would be well appreciated by those who no longer have access to their email accounts.
Guest over 2 years ago in  0

Report subscriptions bi-monthly or every other week.

It would be nice to be able to run reports on a bi-monthly or every other week on a certain day.
Guest about 1 year ago in  0

E-mail and SMS Templates Language-Specific

We have English and Spanish speaking clients. Would like to be able to code templates so they generate conditionally based on the language code (we use ID code on party tab).
Guest about 2 years ago in Document Generation 0