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Ideas & Enhancements


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Color coordinate events in Neos Calendar

I would like to color coordinate/categorize events in the calendar just like in Outlook.
Guest 10 days ago in  3

Neos: easier way to relate documents

Currently, when you select the Relate button, Neos shows all documents for the case. It would be easier for our litigation team to have a filter to be able to filter out documents only in specific folders. For example, if they filed a discovery do...
Guest about 21 hours ago in  0

Ability to select Multiple Checklist items containing documents to generate in bulk and also update the checklist items to "Done"

Please add the ability to select and mark multiple checklist items to generate the templates attached to the respective checklist items all at one time. In other words, select the checklist items that have templates attached and be able to run the...
Guest 21 days ago in  5
117 VOTE

Add The Ability to Group Value Codes

Add back the ability to group value items together on the value tab by value codes. This got removed in the 2023 Q3 Neos release.
Guest 2 months ago in  61

Ability to tag multiple emails to NEOS

Please allow the capability to tag mulitple emails at once to a specific matter. It is too cumbersome to do one by one, especially considering the volume of emails an employee receives during the day.
Guest 4 days ago in  3

RingCentral call notifications and logs need to contain call informationj

Such as Caller Name, Phone number, Case number, etc. Currently the log and notification doesn't give any info so it's useless as designed.
Guest 4 days ago in  0

Bring Back Columns for Adjustments and Payments on the Value tab

The new value tab layout is just awful! Please bring back the ability to have columns on the main value tab for both adjustments and payments. Now we have to click into each medical provider value entry to see them and it is not productive AT ALL!!
Guest 2 months ago in  11

Ability to add calendar events without prompting for the other assignees to accept the invitation

Our firm would like to create general events for office holidays, but when we do so it always prompts everyone else to accept the event. We would like there to be a way to push an event like this out to everyone at the firm without needing other p...
Guest about 23 hours ago in  0

Give folder view in the Documents tab the same ability to organize Document date columns as List view.

At present, the Folder view in the Documents tab cannot have it's column "Document Date" reorganized. This makes the documents in that view appear out of order. For users who prefer Folder View, this function would be useful, the same way it is in...
Guest 1 day ago in  0

Intake Pro reports should automatically include both intakes and notes in their reports.

When running the report, we are looking for anything that was an intake at any point in time. If an intake has been converted to a case, it was still originally an intake and should be appearing in the intake report.
Guest 2 days ago in  0