Allow firms to choose the subject line of their emails. When sending 1 document it takes on the case name and document number; when sending multiple, it only shows the number of documents.
Party/Case screens require a lot of scrolling for information
Every single screen you have to scroll miles to get to the information you want. In previous versions, you were able to see most everything you needed right when you opened the party or case screen. It would be nice to adjust the box sizes in the ...
One button that allows you to issue checks for all due items including the attorney fee, DTF items, remaining expenses, and the client's check. This would be more efficient than selecting the value codes and creating transactions then combining li...
Ability to See if an E-mail has be Tagged by Someone Else
If i tag something, I can see if it's been tagged to NEOS. But I can't see if someone else has tagged a an e-mail without checking in NEOS. We are double tagging e-mails because we can't see that someone else already tagged it.
Case/Matter remove 1,000-character limitation of in Notes
Often times we have to copy information from remote sources and the current 1,000-character limitation in Notes seems to be a constant issue. Please remove the 1,000 characters limitation on Notes and give use that ability to have limitless charac...
Advance Search case documents need to be able to filter by tags and add tags as a column in the result area.
Advance Search case documents need to be able to filter by tags and add tags as a column in the result area. To enable the ability for staff the see items that need their review which is a tag option.
It would be beneficial to admins and layout designers to be able to click on the title of the case fields or a detail button that would show all the case types that the Case fields or mini directory are used in with out having to create custom rep...
Ability to Mass Update Calendared items in a case to change to canceled or done for when you don't want to delete the calendared items but also want to indicate that it is not an action item.
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