We have several documents we use often that are in excel (ie, calculations of deadlines based on the trial date, etc.) that we would really like to have as templates in Neos.
Having a bulk action when uploading documents to DocuSign saves time and cost when sending multiple documents for electronic signature on the same case
For dashboards that can be grouped by staff can the color assigned to the staff be made consistent throughout the dashboards? Currently dashboards appear to be assigning colors from the top down. So if there are different staff results in differen...
Intake Pro - allow party blocks to be customized and added to dynamic sections
We want to add contact info blocks for Party 2 on a dynamic section when "Add Party 2?" is answered yes. Sadly you cannot move any of the contact info blocks into a dynamic section. Please see attached screenshots showing how contact info blocks c...
Neos texting: send a text to anyone in the address book
Right now you can only send a text message to a party in a case. We want to be able to text back and forth with other contacts like witnesses who are not parties. Right now it is confusing because in the clickable contacts list I can select the ce...
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.
attaching documents to an email thread or new calendar event
There needs to be a way to attach a document to email that is in your inbox already or a calendar event. It shouldn't be that I can only send an email with an attachment that I create myself on the neos website. Right now, if I have to respond to ...
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