Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2691 of 2691

NEOS - Search results - Most Relevant

Would like it if the search results would have the option to show the most relevant items matching what was searched, i.e. Ross would show anyone with the surname ross rather than starting alphabetically at items similar or containing the string '...
Guest almost 3 years ago in Search 0

NEOS - Adding Staff roles to Word Add-in

To add a subcategory in the word add in for the Case - Staff to add initials of the staff assigned to different roles like party has for their roles.
Guest almost 3 years ago in  0

Add a settlement scenario feature to test different values for settlement memos

Adding this would allow firms to plug in different numbers into the value tab to see how the settlement memos would turn out without the fear of forgetting to change the numbers back.
Guest almost 3 years ago in  0

Add "Referred to" Column to Intake List Screen & "Referred to" Parameter to Intake Reports - helpful for tracking cases that are referred out

On the intake list screen, you are able to add field referred by as a column and sort. As well, intake reports are designed with a referred by parameter/filter. For firms that refer a lot of cases out... It would be incredibly helpful to have a so...
Guest almost 3 years ago in  0

Insurance Tab Preview Include Adjuster Email, Telephone Number & Claim Number

It would be great if the preview feature on the Insurance Tab would show the Adjuster's Email, Telephone Number & Claim Number. Currently is shows Insurance Type, Insurer, Adjuster, Party, Role, the insurance company name and telephone number ...
Guest almost 3 years ago in  0

Aux Checklist - Ability to change Aux selected.

Since the Auxiliary checklist pulls in the header, need a quick way to change the Aux provided. We've had to change tiers on some lit cases and when the corrected tier checklist gets added, it shows both checklist names in the header. Need a way t...
Guest almost 3 years ago in  0

Digital Signature Sizing

When coding a letter with a digital signature tag, it comes into the letter VERY small. Need to be able to size formatting from letter vs. editing each letter.
Guest almost 3 years ago in  0

Hyperlinks - Bills and Records from Records Request and Liens from Value Tab

Ability to have the entries in the records request tab hyperlink to the bill and record. Could still pull from case docs, but avoids having to toggle back and forth. Same with the Value Tab. If lien is selected, we should be able to click the lien...
Guest almost 3 years ago in  0

Ability to Bulk Edit Calendar Items, ie. Mark Done or Cancelled

Looking for a bulk action on the calendar for case. When a case is in litigation and it settles, it is VERY time consuming to go into each entry and mark cancelled. Also, when an event is cancelled, can it function like outlook where it says CANCE...
Guest almost 3 years ago in  0

Quick Access Fields

Allow for the pinning of fields from the case to allow for quick access. e.g., claim no, attorney, case, number etc. Allow users to choose fields.
Guest almost 3 years ago in  0