Ideas & Enhancements
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Add option to stop the customer job column from filling in when posting a check to QB from the Neos Integrator

Add the ability to stop the customer job column from auto filling when posting a check.
Guest about 1 month ago in  0

Ability to customize the Case Header with Colors

The case header color blends in with the rest of the page or information on the client case. It would be easier if the case header is a different color for fast reference.
Guest about 1 month ago in  3

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 1 month ago in  0

Add spot to include name behind phone numbers and emails (max of 10 characters)

We have juvenile clients whose parents we use their phone number. It would be nice to be able to provide their name (currently I am using the ext. spot to put their name in but it only allows 10 characters) to distinguish the mom, dad or child's p...
Guest about 1 month ago in  1

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 1 month ago in  0

Add a spot for language spoken for our client to request an interpreter with Court

We have clients that speak Arabic, Spanish, etc. Its hard to remember which specific language they speak. I need this information so when we request a hearing with court (criminal), we also need to request an interpreter be available. I need to kn...
Guest about 1 month 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 1 month 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 1 month ago in  0

Automatically Check "Our Client" when transferring from Intake to Case

When transferring a potential client from Intake to a Case, if you don't check "Our Client", the case will not show up on reports or statute of limitations warnings! Therefore, this should check automatically. Current situation creates real risk o...
Guest about 1 month ago in  0

Value category should automatically transfer into DFT

The value category selected in the case expense entry should automatically transfer to the DTF.
Guest about 1 month ago in  1