A checkbox on documents to easily identify them as attorney work product. Ideally, this would also prevent the document from being emailed out of your firm without certain permissions.
Our company would like to make a readable report that lists the contact information for everyone in a case. Using Advanced Search, the phone number is just a string of numbers and the address is all spread out. My suggestion is to have full defaul...
with premium texting I would like to add a template to identify our firm
When client receives a text its from the phone number assigned to our firm from Premium Texting but if client does not have that number added as a contact they do not know who is texting them.
Provide a drop down for the call field in the communication field.
When selecting a contact, Neos can see the phone numbers listed under that contact. The Phone # field should still be able to take new phone numbers, but should also allow you to select phone numbers from a drop down.
It would be amazing if the option for dictation were available for the busy attorney to be able to note or add details to the case file hands free. We here at Brent Adams and Associates would surely take advantage of such an option.
Neos Admin's should have the ability to adjust the Cascading Style Sheets to adjust Padding & Fonts
The goal of this would allow firms that have long case screens to adjust the Padding or space around each field so that scrolling can be brought to a minimum. This would have hug impacts for staff wellbeing.
the ability to assign a value category to a provider’s contact card so when entering a value item, the value category automatically references the category entered for the provider. This would help insure the value category is completed and most i...
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