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Companion Cases - Auto-Copy Documents

User would like for documents to auto-copy to companion cases when added
Guest over 1 year ago in  0

Pro Hac Vice items in trialworks should be filed under the Motions tab, not the Pleadings tab

When our Attorneys file Pro Hac Vice items in FileIt, the only option is the pleadings tab. as Pro Hac Vice is a motion, we should be allowed to file them on the motions tab.
Guest over 1 year ago in  0

Reorder Case Tabs Base on User Preference

Team would like ability to reorder the case tabs based on user preference, so they can easily navigate between the tabs they use frequently when working on a case.
Guest over 1 year ago in  0

Notes column within the documents tab

You can't add a notes column. It would be nice to add that column.
Guest over 2 years ago in Document Management 0

Adding more options to the search within outlook

We can only search 4 different ways. Need to be able to search by claim number as well.
Guest over 2 years ago in Search 0

Intake name blocks no longer contain prefix/suffix fields

After the intake update, the name block no longer has prefix/suffix fields listed. The name block cannot be modified, so the previous settings cannot be restored. This will help improve visibility with having the prefix/suffix as a part of the nam...
Guest over 2 years ago in Intakes 0

Ability to delete your own suggestions

I made a suggestion, but later realized a similar one had already been posted. I went to try to delete my suggestion, but was unable to do so. So my only option was to edit my suggestion. So I edited it to this--the ability to delete your own sugg...
Guest over 1 year ago in  0

Templates for Intakes and Cases

Would like the option to use the same template for both intakes and cases rather than having to upload the same template twice. Alternative, create the option to copy the template from case to intake (or vice versa).
Guest over 2 years ago in Document Management 0

When creating a template, we should be able to edit the order the fields are displayed in the generate template page.

When filling in templates, the order of the entries should be able to be customized. Many templates will have fields that are numbered in a particular manner, however in this page, those fields have a chance of appearing in an unclear/undesired or...
Guest over 1 year ago in  1

Federal ID field in the case

Would like to be able to see the Federal ID in the Party Tab once the client has a case opened in NEOS. This would help to eliminate a duplicate entry into a user defined field. Also, perhaps it would allow for another form of conflict check.
Guest over 2 years ago in  0