CasePeer and other platforms have implemented in larger display photos of the client and accident photos on their main screen. So when one of our attorneys open the file the file is immediately personalized. I have attached a screen shot for refre...
Private Share Link which can be set on a timer and password protected
Private Share links which can be sent directly from Neos which can be sent to other law firms or outside parties and/or adjusters in which the neos users can set what they view and how long via share link.
Neos should create a customizable email for each case or something similar in which it can send to adjusters and or medical providers that comes directly into NEO's without having to go into your outlook email and then having to upload into neos o...
Graphs and Charts in the Settlement Summary and Calculator
Neos should use grafts and charts in the settlement summary and also in the export to make settlements more visually appealing to clients and also to the case manager or accountant.
GAME CHANGER!! ALMOST ALL RINGCENTRAL USERS USE THE INSTANT MESSAGE GROUP CHAT FEATURE!! FIGURE OUT A WAY TO INTERGRATE THIS WHILE INSIDE THE NEOS PLATFORM AND THIS WILL MAKE NEOS THE MOST SAUGHT AFTER SOFTWARE IN THE LEGAL COMMUNITY
GAME CHANGER!! ALMOST ALL RING CENTRAL USERS USE THE INSTANT MESSAGE MESSAGE GROUP CHAT FEATURE!! FIGURE OUT A WAY TO INTERGRate THIS WHILE INSIDE THE NEOS PLATFORM AND THIS WILL MAKE NEOS THE MOST SAUGHT AFTER SOFTWARE IN THE LEGAL COMMUNITY. THE...
NEOS NEEDS TO ADD A FAX SECTION!! THIS IS THE ONE KEY FEATURE FILEVINE HAS THAT NEO DOES NOT. MOST RING CENTRAL USERS HAVE A RING CENTRAL FAX NUMBER OR OTHER FAX NUMBERS IN WHICH NEW HAS ITS ON TAB FOR
NEOS NEEDS TO ADD A FAX SECTION!! THIS IS THE ONE KEY FEATURE FILEVINE HAS THAT NEO DOES NOT. MOST RING CENTRAL USERS HAVE A RING CENTRAL FAX NUMBER OR OTHER FAX NUMBERS IN WHICH NEW HAS ITS ON TAB FOR
When I write a note or send someone a message, the formatting I write with should remain when the message is sent. Everything gets jumbled together as if I did not put paragraphs and spaces in between. This makes for notes that look sloppy and dif...
Provider Record Controls - Prevent use of a provider in a case (moved, out of business, etc)
For various reasons, over time provider cards can become "stale" and should no be associated with cases going forward. As these providers may already have history, removing them is not a good option.
While more robust controls over maintenance m...
Checklist Summary - add filter for open or closed cases.
When I run a checklist summary for open checklist items, I should not see open checklist items in closed cases. Please add a filter to allow me to select Open cases only.
Example: in the "Select a document" box when generating a document, the cursor should default to the first search box (in this case, document #). When you clicked on generate document in 4.x, users knew you could start typing the doc number right ...
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