Ideas & Enhancements
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When a staff leaves remove from groups

Staff groups need to be updated and removed when a staff is replaced or leaves.
Guest 3 months ago in  0

Add a Group Special Permissions for access to making a case Dormant.

A lot of the time our team members make a decision on their own to make a case Dormant and we would like to be able to control who has the ability to put a case into the Dormant stage by adding a Group Special Permissions for access for it.
Guest 3 months ago in  0

Case Checklist Item Permissions - Specifically Restrict Due Date Modification

Currently, when you the modify permissions for case checklist items you also stop users from being able to mark items as done. We would like the ability to stop users from changing the due date of an item without them losing the ability to change ...
Guest 3 months ago in  0

The ability to have more than 1 value folder

Sometimes we settle cases with just the liability funds, and then we have a separate settlement with the UIM (underinsured motorist) funds, and it's necessary to show those settlements separately in the value folder.
Guest 3 months ago in  0

Ability to set triggers from Date of Birth

We have clients that start their case before their 65th birthday and during the case turn 65 and become Medicare eligible. It would be nice to have some sort of warning or be able to set up some sort of trigger that uses the Date of Birth.
Guest 3 months ago in  0

Ability to add court documents to Litigation Docs tab

It would be more efficient if you could add the court documents to the lit docs tab instead of only on the case docs tab. Sometimes with the all records, bills, correspondence, etc they get lost on that tab and its harder to review through them ev...
Guest 3 months ago in  0

Default to General Notes Tab

We just started using texting and that adds alot to the "all notes" we would like of we could default to the general notes tab. OR, if texts would only be saved to the text message tab and not both text and all notes.
Guest 3 months ago in  0

Copy name and address

This option works for a provider only. Please add this feature to any client.
Guest 3 months ago in  1

Email Font/Size/Color - Ability to change Neos' email default setting in Staff Profiles

Writing styles are very personal, and this extends to how our emails look and present to the reader. With Neos being a highly customizable program with an integration to Outlook--which is highly customizable as to theme fonts, size and color--it w...
Guest 4 months ago in  1

Printing all value tab entries again instead of 50 items at a time

We used to be able to be in a value tab, go to actions and hit print and the entire list would print. Now it only prints 50 items. For cases that are years old, there are way more than 50 items. Why would that be taken away? It just creates more w...
Guest 4 months ago in  0