Ideas & Enhancements
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Neos - Add Deafult Packaged Mini-Directory, and Drop Down to WC, and PI case types.

Add ICD codes as a premade mini-directory, and a predefined drop down field for user defined tab sections inside of the WC, and PI case type, this drop down should allow text searching, and multi-selection. These codes are used to specify the typ...
Guest over 3 years ago in General 1

iManage Integration

No description provided
Guest about 5 years ago in  0 Planning to Implement

Add Notes Section to the Work Tab

adding a note section to the work tab would be great.
Guest over 1 year ago in  0

Neos: Multiselect documents from new folder view

When viewing the list view in case docs you have the ability to multi-select documents to send to email. However, when viewing the folder view you only have the ability to send 1 file to an email at a time. It's not convenient to have this setup b...
Guest over 3 years ago in  0

Neos: Keep consistency in tags for prefixes

When generating a case document, the Full Name tag for a party includes the prefix. It is denoted in the tag itself that should only be First and Last Name and would like this to be just that. The prefix is not necessary and, if needed, the prefix...
Guest over 3 years ago in  0

When resetting a password, do not have a "Save was successful" if the password doesn't fit the requirements

When changing a password, if the new password doesn't fit the requirements (8 characters minimum, at least one capital letter, at least one lowercase letter, and at least one number) the "save was successful" notification still appears even if the...
Guest over 3 years ago in  1

Outlook Add-In - Ability to see a list of cases a provider is attached to in addition to the cases where they are a party

search window when posting an email to Needles include the cases the provider is a party in, plus a section that lists the cases where the provider is used
Guest about 5 years ago in  0

Value Tab's Provider Info and Transaction Summary areas not ergonomic

Value Tab's Provider Info and Transaction Summary areas not intuitive in layout Client suggests that the Provider name and Code are the most important fields and should be filled in first and clicking out of one should lead to the other, or maybe...
Guest about 5 years ago in  1

Show Case Type Description (instead of Code) in Search Engine results

No description provided
Guest about 5 years ago in Search 0

Add an Adjustment summary section to the Value Summary report just like the Paid By summary section

No description provided
Guest about 5 years ago in  0