Ideas & Enhancements
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Bring back the CASE STATUS or a report similar to the information provided on case status.

The Case Status provides the attorney a summary of the case at a glance. The following information is needed at a glance. Color Liability A/D Date of liability Damage rating for PD , both defendant and plaintiff Sorriano issues Limits PD $ value T...
Guest about 3 years ago in General 1

Neos: Ability to print multiple notes from case notes tab

Instead of navigating to reports and extensively filter to specific notes you want to print, it would be nice to select multiple notes from the Case Notes List View to select Bulk Actions > Print.
Guest over 3 years ago in General 1

Document Merge - Ability to merge multiple documents at once.

Ability to merge multiple documents at once and option to do across cases as well.
Guest about 3 years ago in General 1

NEOS - Mass Mailing

It is currently not possible to generate documents for Mass Mailing in Neos. This functionality existed in N4 and N5.
Guest over 3 years ago in General 1

Cloud: Add Shortcut for Folders instead of individual files in case docs

it makes it easier to open up a folder and navigate to the file instead of opening file by file
Guest about 4 years ago in General 2 Already exists

Neos - Template Generation - Add Ability to Generate a Document for Multiple Providers at once

Add ability to generate a template on a case for multiple providers at once. For instance - a medical records request letter that can be generated for 4 providers at once - generate 4 letters with the different providers as addressees - right now ...
Guest over 3 years ago in General 2

Option to hide calendar items marked as "Done"

Option to hide calendar items marked as "Done". This would clean up the calendar view and prevent confusion if user's miss the color in the appointment status
Guest about 3 years ago in General 1

Neos - Customizable Fields in general tab that also shows on quick view and general ribbon at top of case

Much of the time, Neos is being used to store the data for searching later. Often this 'general' data is found in multiple different tabs within neos, or may require scrolling through several pages to get to the data needed. Efficiency is key so t...
Guest over 3 years ago in General 1

In provider tab - "Add Custom Value" option for Online Accounts Types

Oftentimes, providers have different emails for different things. For example, one email to get billing information and another email to get medical records. It would be nice to be able to label the type with the purpose of that particular address.
Guest over 3 years ago in General 0

Tag an email to multiple cases

The reason this is necessary is they get updates from firms that they refer cases to on all the cases on a monthly basis or so - the emails give updates on hundreds of files, which currently means they have to go through the process of manually ta...
Guest about 4 years ago in General 1