Would be useful to edit the information that displays on each tab within a case. The only option now is to add User Defined info but there are way too many fields in the default Tab Setups & it ends up being extremely cluttered. I would like t...
We would like the functionality to share cloud documents more like Dropbox. In dropbox I can create a folder and add whatever documents, images, videos, etc I want to share, then share/copy a link to the folder with other people. In Neos, I can Em...
Click on Name ID to pull up Provider Card/List of other cases
It would be very efficient if one could click on the Name ID of a party and automatically pull up the Provider Card and/or list of cases which they are attached. We have many clients who have current and prior cases which we would like to access q...
Add options to insert DocuSign fields for "Text Boxes" "Radial buttons" and "Attachments"
This is helpful for templates that need additional data or information from the "signer" when receiving a Docusign template from the firm. Currently only have the ability to add initials, signature and date signed.
Our firm handles personal injury case. We have a heavy medical records data entry. Certain reports we use (ex: Summary of Medical) you can sort by entryID, to - from; however, it will not allow us to sort in chronological order of treatment. The r...
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