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Ability to hover over parent checklist item and see child items attached

In the case where a user does not have permission to view Case Type Settings, it would be nice if the ability to see which child items come after a parent item. Even when marking it done if there can be a pop-up confirming which items has been added.
Guest over 3 years ago in  0 Planning to Implement

Fix space issue in documents when a client does not have a middle name

When creating documents there is a space between first and last name, if the client does not have a middle name. Is it possible to create a box you can click so if the client does not have a middle name it will be spaced evenly when creating docum...
Guest about 2 months ago in  0

Show the client's middle name in searches

We have several clients that have the same name and multiple files. It would be helpful if the middle name would also show up on searches, as most of us do not know the Needles # of each client without looking up their file or having it directly n...
Guest about 2 months ago in  0

Unable to edit text fields of a received scanned PDF document using PDF Editor.

Currently we are unable to in line edit text in scanned PDF's. Very frequently law firms get scanned PDFs from different sources that from time to time need to be edited but currently PDF editor is unable to this. Would be massively helpful to be ...
Guest about 2 months ago in  0

Ability to Bulk Delete from Advanced Searches

You can bulk delete from everywhere else except Advanced Searches. I have had to individually delete over 2,000 items and it is very annoying and EXTREMELY TIME CONSUMING. I do not understand why Bulk Deleting isn't an option in Advanced Searches.
Guest about 2 months ago in  0

Have Minor Check Box and Date of Majority on contact card

Date of Majority and Minor check box should be fields on the contact information that are for Name ID as these dates do not change depending on case, the same way date of birth does not change.
Guest 5 months ago in  0

ABILITY TO CHANGE ATTACHMENT NAME WHEN TAGGING EMAILS TO NEOS

Most of the time attachments come with names that are not appropriate, we have a specific name we give to documents and it defeats the purpose of having to go back to the system, look up the folder and rename the document when it could have been d...
Guest 9 months ago in  0

Neos - Value tab graphics for payments/adjustments - Useless and takes up too much room

Please either change the purpose for the graphic or move it to the bottom of the right side of the screen. For now, we have to scroll down to see the due amount.
Guest 5 months ago in  0

Sorting while Searching

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Guest about 3 years ago in  9

Neos - Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case

Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case. This could cause staff to miss selecting the proper Party Role and checking Our Client. Many reports use these two fields as filters, especially Our...
Guest over 2 years ago in  0