In Neos, when adding an insurance negotiation it would be better to added the insurance information first because when selecting the insurance type that was added on the insurance tab the negotiating with will auto-populate when the adjuster is al...
We use "dormant" for cases which are closed but cannot yet be destroyed. We would benefit by being able to filter cases by dormant status in the search tab.
The checklist on main page doesn't have a "refresh" button. If changes are made to a checklist inside a case, there's no way to refresh your checklist?!
Right now the Case Budget only allows for just fees, or fees and costs. We work on contingent fee (like lots of users) and really only need to budget COSTS. We also need the ability to tell Neos which value codes are considered "costs" and which s...
Neos- Add Document Type above the Category on the Case Docs tab
Currently, when viewing the detail view of a file on the Case Docs tab, Document Type is listed below the category. However, the Document Type should be listed first since it is the subfolder that the file gets moved to and the category only furth...
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