To be able to email the intake to the referral attorney.
I would like to be able to email the intake directly to the attorney that I am referring a case to. That way I can track it and also get updates from that attorney etc.
Currently, when you leave a dashboard and go back in, the layout of the tiles is not saved the way you had it before you left. We need a way to sort and save sort for each dashboard. Preferably, for each person who has access to the dashboards.
Neos - Checklists with Documents should not automatically populate the documents when marked Done
A repeating checklist item that contains a merge template, for example, should not be generated each time the checklist is marked done and reset. It is unnecessary and creates duplicative templates. Instead, the user should decide whether they wan...
Can Assembly look into some sort of server upgrades and/or redundancy for Neos so that when the system goes down (or starts DRAGGING like it is today), our entire office doesn't just grind to a halt in the middle of the workday? I know it sounds s...
Make related contacts only show unique names instead of duplicating providers added multiple times
Currently, the related contacts side panel will show a list of all parties and providers on a case. for the providers, if a name is used more than once (i.e. value providers), they will show up multiple times in the related contacts side panel. Th...
Allow a function in NEOS to notify staff persons and/or staff assigned to the file that new documents have been added - possibly by using a tag so that not all documents added would trigger an alert to the staff. SharePoint does have this ability;...
Instead of opening a document to view the contents, I would like a VIEW feature, a side pop-up window where I can read the contents of the document and with a "forward" or "backward" next option (to go to the next or previous document in the list)
Allow custom view/formatting for cases per person's own settings
Allow users to choose how to view their cases, including a main page where they decide what specific tabs/boxes they need to immediately see when they look at a case.
Go directly to the document, or billing, or whatever specific thing you are clicking on from a dashboard
I have a dashboard showing my billing entries, a dashboard showing documents received, etc. where it is clear that if I am clicking on that entry -- I either want to revise that specific time entry, or go to that specific document. There has never...
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