Ideas & Enhancements
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text notification stacking

If a text is received and there is an unread message, if they text again, it would be nice if it would just stack that notification of unread messages instead of them each being single and separate.
Guest 3 months ago in  0

Be able to Fax a Document from the Case Docs Screen

Sadly, some providers still want us to fax authorizations, releases and other documents to them instead of accepting emails. It would be great if there was a solution to fax a document directly from the Case Docs Screen and post a note that a docu...
Guest about 2 years ago in Integrations 4 Future consideration

Neos - Electronic Filing - We need to be able to upload documents directly from Neos to the Court system website for e-filing

Currently, the process to upload documents to a court website for e-filing is to download all documents and exhibits (could be over 20 or 30 documents), and then upload them to the court website. It would be much easier and efficient (and less roo...
Guest 8 months ago in  4
111 VOTE

More Details on Calendar Item

It would be nice if you could get more information at a glance from the calendar items, especially on mobile. At the moment, in order to see the notes on a calendar item, you have to open the edit section of the calendar item.
Guest almost 4 years ago in General 3 Future consideration

Ability to search for ONLY open files / search default to open files

When searching for cases, please provide an option to filter out closed cases or leads etc... Or make the results default to open cases only. So much time is wasted accidentally pulling up closed cases or saving emails etc. to closed cases, and th...
Guest about 1 year ago in  0

PLEASE Add a default Reminder to the Primary Checklist!!!!!!

In each case you can add a reminder to each item and you'll get a notification via email or Neos, your choice (in settings). However, to go into each new case and set all of these reminders is tedious to say the least! The Primary checklist should...
Guest over 1 year ago in Checklist 2

Ability to add multiple staff to a checklist reminder

There needs to be an option on a checklist item to enable multiple staff on a case to get the reminder, as well as an option for all staff on a case if needed. We often have teams that work on a case and having only one user get the reminders is n...
Guest about 1 year ago in  1

Calendar Colors with Needles and Outlook

Our Outlook calendar is color coded for attorneys. It would be helpful to have that show through needles instead of all appointment being in the same color or labeled as busy, free time, etc.
Guest over 3 years ago in  1

Include (or allow option of) contrasting color schemes

All fields, tabs, screens, etc throughout Neos are the same washed out white/pale gray, minimal color scheme. This makes is hard to visually differentiate various fields. Fields of greater importance, or which need to be accessed more often, could...
Guest about 1 month ago in  0

Add Template Merge Options for Total of Value Items (MED/COSTS/ETC)

Neos doesn't provide a merge option in templates for total of all value items (it breaks it down by provider only). For example, when you choose "Total Value" it requires you select one provider and gives the total value of that provider ONLY. It ...
Guest about 1 year ago in  0