Ideas & Enhancements
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Ability to add court documents to Litigation Docs tab

It would be more efficient if you could add the court documents to the lit docs tab instead of only on the case docs tab. Sometimes with the all records, bills, correspondence, etc they get lost on that tab and its harder to review through them ev...
Guest 4 months ago in  0

Default to General Notes Tab

We just started using texting and that adds alot to the "all notes" we would like of we could default to the general notes tab. OR, if texts would only be saved to the text message tab and not both text and all notes.
Guest 4 months ago in  0

Copy name and address

This option works for a provider only. Please add this feature to any client.
Guest 4 months ago in  1

Printing all value tab entries again instead of 50 items at a time

We used to be able to be in a value tab, go to actions and hit print and the entire list would print. Now it only prints 50 items. For cases that are years old, there are way more than 50 items. Why would that be taken away? It just creates more w...
Guest 4 months ago in  0

Ability to Lock Columns for User Defined Tabs like the Records Request

It would be nice to be able to lock the columns so that other users don't toggle certain data on or off. Maybe even grant it as a special permission to be able to lock it so they remain the same across other cases too.
Guest 4 months ago in  1

Select specific value items and create new value items while in the settlement calculator window.

The settlement calculator is missing two features that could improve it: -Select which items are being calculated.-Create new value items from that menu instead of being forced to close out of the calculator, create it, and then return. If there a...
Guest 4 months ago in  1

Work Product Identification

A checkbox on documents to easily identify them as attorney work product. Ideally, this would also prevent the document from being emailed out of your firm without certain permissions.
Guest 5 months ago in  1

Neos: Template list - add a column to show Last Merge Date

This will help us see which templates are no longer being used so we can deactivate and keep our template list up-to-date and accurate.
Guest 5 months ago in  0

Company favorite reports

Please add the ability to share favorite reports with another user OR have a place to mark company most used/favorites on reports in the back end, so users can be consistent with the typical reports pulled.
Guest 5 months ago in  0

Docusign via intake action from Intake Pro should send staff to docusign before emailing the document

When sending a document via docusign from a case, it will first take you to the docusign site to make any last minute changes (i.e. changing the name format to be first last instead of the default last, first) Sending via docusign from intake acti...
Guest 5 months ago in  0