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.
Mass Update via Advanced Search - Update Staff Position to BLANK
We are working on reorganizing case types and using new roles. AS part of this, we would like the ability to mass update a current staff position to BLANK so we can start retiring the use of those fields.
Delete text from search bar when you go to a new page!
If I'm in Case Docs in one case and search "Order," and then hours later I move on to another case and go to the Case Docs in that case, the "Order" search stays in effect and gives me a heart attack every time because I'll only see a handful of d...
I want the ability to "bulk action" --> "edit" the "Party" field for multiple documents. Now, we can only bulk edit the date, category, type, and staff created. Why is this feature so limited to those 4 random fields? We should be able to bulk ...
It would be nice to have an Auditing log that would track all the changes that happen in the Case Type configurator section of Neos. This would allow Admins to see who, what and when something was modified.
Just as checklist items can trigger from the entry of a case date, would like to be able to set up triggers linked to a class code change. For example, using an AUX checklist for litigated matters adds EVERY litigation contingency, which will not ...
Calendar Bulk Actions - Add Option to Duplicate calendar entry
If the organizer no longer works for the firm, we can no longer modify the entry. The ability to copy the calendar information into a new entry would save the user time of reproducing everything. Also giving the user the ability to modify the orga...
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