When checking duplicates for importing intakes from a file, please add a check for the same case type and the same name. Leads are often received from a form the potential client fills out themselves where they may have mistyped a phone number or ...
NEOS: party role after the party name when generating documents
When merging document and selecing the party name; the drop down doesnt differentiate what role the party is. It only shows the list of parties name in the drop down. We need to add a role after each party name so we know who are generating the do...
Guest
over 3 years ago
in General
0
Future consideration
-When inserting the merge template normally: [[ First Name | Case.Parties.Name.FirstName | Plaintiff ]] ; the field populates normally in Neos. -When capitalizing it: [[ FIRST NAME | CASE.PARTIES.NAME.FIRSTNAME | PLAINTIFF ]], the field does not p...
Documents Tab Search - Give '0 Results' option when there are no documents tha match your search/provide better loading/search screen
Documents Tab search: 1) make it more clear how long the search is taking 2) display a response when there are no results (like in Windows Explorer where it will say “no items match your search”).
Return the Warning for Users when marking a case "Dormant"
Having a warning to advise that a case has been marked dormant should be added to prevent cases from accidentally being marked dormant and a statute subsequently being blown.
We often have clients who after recoverying the insurance policy limits from the third party careless driver, pursue an underinsured motorist claim to recovery additional insurance proceeds on their account. Once we enter the actual amout in the i...
0
Future consideration
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