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Notification for staff 2 when assigned or changed in a case

Notification for staff 2 when assigned or changed in a case. Currently no way to do this
Guest about 2 years ago in  0

Topic field in Notes is copied from subject line in linked Outlook emails

Right now the notes "topic" column is useless as one must open each item to see the subject of the topic. It would be grand if Assembly Legal could automatically transfer the subject line of the Outlook email into the topic column of the linked em...
Guest about 2 years ago in  1

Doesn't want the sidebar panel to open when clicking a provider

When double-clicking on a provider to pull up their profile, the sidebar preview panel opens every time, even though I'm not single-clicking to look at the sidebar. Then the only way to close the sidebar is to click X to close it. This is a time-w...
Guest about 2 years ago in  0

Desktop version (just like office 365)

Having a browser version is great, but it is also great to have a desktop version. Just like how office 365 is based in the cloud, but has desktop apps that fully connect to the browser version of office. It would be great to have a desktop app.
Guest about 2 years ago in  0

List view showing all docs in client folder, not just recently opened docs

The list view only shows docs that were already opened. It should show all docs in the associated client folder. According to the Learning Hub, the list view is supposed to be "the real power for document management" and where we are to "spend mos...
Guest about 2 years ago in  0

Intakes from Zapier

If an intake comes from Zapier, a column in the brows intake screen should indicate that.
Guest about 2 years ago in  0

NEOS-Allow customizable filtering in sent messages

This would allow clients to filter to their liking on the sent messages filter
Guest about 2 years ago in  0

Bolded text in "If" statements losing bolded text once converted to Neos from Needles.

If a firm transitions from Needles 4 to Neos and have documents coded with multiple "If" statements that contain bolded text. When those documents are converted to Neos the bolded text no longer works. This is something very important to some firm...
Guest about 2 years ago in  1

Neos | Message Caller field

When entering Caller name fields, we should be able to enter the caller's name in it's own alphabetic field without having to search and add a new provider. 9 times out of 10 the caller does not already exist in our database and want to avoid extr...
Guest about 2 years ago in  0

Report Search Defaults to "Name" insteaad of Case Number

No description provided
Guest about 2 years ago in  0