Add Statute of Limitations column to Browse Intake view.
While I am viewing Intakes, it would be helpful to see the Statute of Limitation date. That way I could put clients with a close Statute of Limitations as high priority on which to work.
Provide a more descriptive error message in lay terms
When attempting to modify the Intake Pro "Intakes Grouped by Stage Dashboard" tile/report by clicking on View Query and adding a date range to the Intake Date Start and End dates, the user is presented with a red toast error "you can not modify or...
Ability to Generate a Custom Bill for Attorney Time and Expenses
We would like the ability to generate a custom bill in Word for our billable files directly from Neos rather than pushing the time and expenses to Quickbooks or another financial system.
Have the option to have checklist items pushed from weekends to the following Monday. Though the checklist may say that an item should land on a Saturday or Sunday, there should be a setting or option to push those weekend items to the next Monday...
A way where we could input an amount for a mass tort case only once, but it would be distributed equally among clients. Also, a way where this could be accessed and edited more easily.
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