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Job Title Mini Directory

The Job Title Mini Directory enhances reporting capabilities when creating Staff-related reports.

NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.

"Job Title" was previously a text field within the Personal Information section of the Staff Profile. Any entered data is now available as an option in the Job Titles Mini Directory. Neos has also included a list of standard job titles that cannot be modified or deleted. These standard job titles can be identified by the gray checkbox.

Add Custom Job Title

To add a new job title, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Title field of the new entry to enter edit mode. Title is a required and unique field. Up to 100 characters can be entered in the Title field. Job titles are Active by default. Active, custom job titles created by your firm can be identified by the blue checkbox.

Replace Job Title

Job titles created by your firm can be replaced by another title and deleted in the same workflow. This eliminates the need to mark a title inactive if you intend to ultimately delete it.

NOTE: You must have Modify permissions to Directories > Mini Directories.

To replace one job title with another:

  1. Click the Replace icon

    for the job title you wish to replace.

  2. Use the Replace with field to select a different job title that will replace the one listed below.

    NOTE: The job title you are replacing will be deleted. All instances of the original job title will be overwritten with your selection in this field. This change cannot be undone.

  3. Click Replace. This change will occur instantly and delete the original job title.

Navigate to a Staff Profile that had the original job title to see the field replaced with the updated selection. If you are currently in a Staff Profile, you must close it and reopen it to see the change.

Delete Custom Job Title

To delete a job title created by your firm, click the delete icon to the far right of the entry.

  • Click Yes to delete the item if it is not in use. If it is being used, the item will be marked inactive in the Mini Directory. By doing so, it will be hidden from future selections for this dropdown.

  • Click No to abort the deletion.

Click the Save button to keep your changes.

Standard Job Titles

  • Attorney

  • Partner

  • Managing Partner

  • Senior Partner

  • Associate Attorney

  • Paralegal

  • Senior Paralegal

  • Legal Assistant

  • Legal Secretary

  • Case Manager

  • Intake Specialist

  • Investigator

  • Office Manager

  • Firm Administrator

  • Managing Attorney

  • Trial Attorney

  • Litigation Paralegal

  • Law Clerk

  • Receptionist

  • Bookkeeper

  • Chief Operating Officer (COO)

  • Chief Financial Officer (CFO)

  • Chief Executive Officer (CEO)

  • Director of Operations

  • Human Resources Manager

  • Marketing Manager

  • IT Manager / Systems Administrator

  • Compliance Officer

  • Client Relations Manager

  • Owner / Partner

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