Ideas & Enhancements
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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

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

Make more fields available in PDF Document Coding

Not as many fields are available for coding PDF's as there are in Word. Would be very helpful to add more fields, and multi-record select.
Guest 6 months ago in  0

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

Have cancelled or rescheduled calendar entries removed from the calendar screen, or marked as cancelled or rescheduled?

This would be beneficial for users, because they could clearly see if a calendar event is cancelled or rescheduled.
Guest almost 4 years ago in General 5 Future consideration

Add Search Contents of Files to the Browse Documents tab.

This function currently only exists in individual cases. There are users who would like it to be available from the Browse documents tab to search the entirety of their database at once.
Guest 9 months ago in  10

Auto-Fill Case Caption in "Re:" Field When Sending Emails from Neos

When sending emails from Neos, would like an option to auto-fill the case name (or other data field info), into the "Re:" field. This was an option in Trial Works.
Guest 11 months ago in  3

Send Email from Neos - Add cc, bcc and from fields.

Currently, all recipients are placed in the TO field. In order to properly note who is responsible for the email (the person in TO), and also note who is just added as an FYI (cc field), we would like you to include those fields. Also, if someone ...
Guest 10 months ago in  0

Outlook Add-In: Tagging More than One Email at a Time

It would be a time saver for those who receive a lot of emails to be able to tag more than one email at a time. Currently, it only allows you to select a single email and tag it to a case. When multiple emails are selected, the option to tag is re...
Guest over 1 year ago in  6