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When setting up a case asking automatically if a companion case is attached and if so adding a hyperlink to the companion case i.e mother and daughter

When setting up a case asking automatically if a companion case is attached and if so adding a hyperlink to the companion case i.e mother and daughter
Guest 9 months ago in  0

The Value Tab is great but i think there should be another tab on or default plain thats dedicated solely to case cost which is such a big part of everyones practice

The Value Tab is great but i think there should be another tab on or default plain thats dedicated solely to case cost which is such a big part of everyones practice
Guest 9 months ago in  0

NEOS PDF Editor - The Viewer Needs to Be fixed Its Too Small

The viewing of a document in and using NEOS PDF Editor is cumbersome. You cannot take advantage of the entire computer screen, it is like a smaller screen within a smaller screen view. Side by side view is so tiny that you cannot use it. The viewe...
Guest 9 months ago in  0

For those of us who use litigation funding companies to fund our bigger cases can we get a button added in the settlement tab that says amount received from litigation loan company or client credit/fund or something similar in which can automatically calculate if any money should be owed back to the client Example Bob has a big commercial case and the litigation company gives Bob $100,000 in funding to prosecute the case. The litigation company for making this loan charges the law firm 30% interest (In bobs retainer agreement the law firm states that the client agrees to incur all interest associated to borrowing for his case) Total Amount given to the law firm by the funding company $100,000 Total Interest on monies taken $30,000 Total Owed Back to the funding company $130,000 Case Expenses $100,000 Then bob should have $130,000 deducted from his settlement Also, a scenario if the law firm does not use the full budget how much should Bob be deducted In short any settlement tabs associated with interest and refunds would be greatly appreciated

For those of us who use litigation funding companies to fund our bigger cases can we get a button added in the settlement tab that says amount received from litigation loan company or client credit/fund or something similar in which can automatica...
Guest 9 months ago in  0

Some of our more difficult clients want to see a copy of every invoice and every deduction. Is there a simple way we can insert a link in the settlement memo that pulls data so when the client clicks on that link they are directed to the exact invoice/bill and can we also get a download all invoice/bills button in which we can download and email off to client in neos or outlook

Some of our more difficult clients want to see a copy of every invoice and every deduction. Is there a simple way we can insert a link in the settlement memo that pulls data so when the client clicks on that link they are directed to the exact inv...
Guest 9 months ago in  0

Permissions groups should automatically change staff permissions to inherited automatically.

No point in putting staff into a permission group if you have to set the staff permissions to inherit. Would be a massive time saver if when you put a new staff member into a permission group it would immediately set them to inherit across the boa...
Guest 12 months ago in  1

Documents Tab - Make the 'Open in SharePoint' option more visible

In the most recent update (8/22) - the Open in SharePoint button on the documents tab was moved to underneath a dropdown menu with no name (just 3 dots). We have staff members that need to be able to scroll through hundreds of pictures, and the ea...
Guest over 1 year ago in  0

open communications center

This takes too long to enter call logs because there are to many required fields. delete direction the contact should fill the phone # automatically or remove this
Guest 12 months ago in  0

Neos - Party Tab - Add Case and Intake information when searching for a name

Currently, when i add a party to a case, I can search for a name, but I am not given information about the name, such as if they have any cases, what type of cases, role, or whether they are open or closed. This causes the potential for adding par...
Guest about 1 year ago in  1

Search function for note topics when tagging an email

For firms that have long lists of note topics it would be extremely hepful to search by term vs scrolling to find the topic.
Guest about 2 years ago in  0