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Ideas & Enhancements
Created by Guest
Created on Aug 12, 2021

Neos - Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case

Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case. This could cause staff to miss selecting the proper Party Role and checking Our Client. Many reports use these two fields as filters, especially Our Client, and could cause cases to be missed in the firm's reporting. Our Client/Injured Party does not apply until the retainer is signed and a case is made.

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