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Neos: Add support for sorting in the Documents Tab - Folder View

Neos: Add support for sorting in the Documents Tab - Folder View Sorting is only supported in the List View. Please add sorting for Folder View.
Guest about 3 years ago in General 2

For those of who practice personal injury many times we open up multiple cases associated with our client. Is there a way to sync the data between all 3 separate claims so we don't have to enter in the same information. For example Bob gets in a wreck with Sally Bob sues Sally's Insurance - bob recieves the full 30,000 policy max Bob then files a claim on his on insurance to receive money from his policy as well. If there is a way we can group everything together while still maining multiple files associated with the same case that would be very helpful

For those of who practice personal injury many times we open up multiple cases associated with our client. Is there a way to sync the data between all 3 separate claims so we don't have to enter in the same information. For example Bob gets in a w...
Guest 8 months ago in  0

Can we get a read receipt button or someone way to verify that opposing counsel actually opened or received the email

Can we get a read receipt button or someone way to verify that opposing counsel actually opened or received the email
Guest 8 months ago in  0

After a client has signed the disbursement sheet, for accounting can we get a check list built in someplace which can help our accountants identify with a check mark which providers they have paid and which ones are still outstanding. Essentially a check list confirm payment sent payment received and that way we can easily close a case.

After a client has signed the disbursement sheet, for accounting can we get a check list built in someplace which can help our accountants identify with a check mark which providers they have paid and which ones are still outstanding. Essentially ...
Guest 8 months ago in  0

More Icons to Choose from when creating new fields and sections

More Icons to Choose from when creating new fields and sections
Guest 8 months ago in  0

Outgoing Fax from case file

Outgoing Fax from case file would be very helpful
Guest 8 months ago in  0

Customizable Firm Log in Page with by NEOs below

Customizable Firm Log in Page with by NEOs below. I think this would be very eye catching
Guest 8 months ago in  0

Add party role to search fly out menu

When searching for a party, the only information shown for each case are case #, open date, case type, status and primary staff. To further identify which case is what it would be helpful to add the party role for the case as well.
Guest over 3 years ago in Search 0 Already exists

In Needles 5 i could merge all of my documents at the same time, it would be great if NEOS could do the same!

No description provided
Guest about 3 years ago in Integrations 0

Choose Columns to display in Search Engine Results

The firm has requested the ability to add columns in the search window based on the fields from provider entry, such Specialty. This would make it easier to identify the correct provider, instead of having to highlight each one to see the specialt...
Guest almost 5 years ago in Search 0