Ideas & Enhancements
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Send Link

We have a suggestion you may want to consider: work on creating a blank link from a case, from Neos, to be able to send to clients to upload medical records etc. Additionally, another suggestion is to be able to create a link from Neos with multip...
Guest 10 months ago in  0

Phone logs/notes saved to multiple providers in one step

We'd like to be able to log a phone call for a case and connect that note to multiple individual providers in one step for more accurate data collection we'd like to efficiently and accurately record all of the people on the call without having to...
Guest 10 months ago in  0

Age At DOI is blank when Party's age is under 1 year old

When creating a new document from a template that includes Age At DOI ([[ Age At DOI | Case.Parties.AgeAtDateOfIncident ]]), the document is supposed to calculate the age and insert the number in the document during generation. Currently, if the P...
Pedro Ventura over 1 year ago in Document Management 0

Notes- Record the time the note is posted

It would be beneficial if, the time recorded for a note was the time the note was actually posted and not the time the note was opened.
Guest over 1 year ago in  0

Print Value Summary with totals including all payments and adjustments as was in Needles

Our firm used this report for all cases during mediation and settlement negotiations
Guest over 3 years ago in General 0

Make the the Alt Case Number (firm case number) the default for reference instead of the Needles case number.

Everywhere, you can see as reference the Needles case number by default. It would be easier for our firm to identify our cases if we could see the Alt Case Number (firm case number) instead.
Guest over 3 years ago in General 2

Neos - When Emailing a Document, Pull the Merged Name's Email Address

When emailing a document from the document's tab, firm would like the ability to auto attach the email address of the merged name in the address field
Guest over 3 years ago in Integrations 0

Counsel Tab - Checkbox for if they are Active on the Case

Would like the option to check a box on the counsel tab indicating whether or not this attorney is still assigned to the case. If they are no longer assigned to the case, this box would be able to then filter that attorney from appearing in the dr...
Guest over 2 years ago in  0

Merge templates: Tagging for multi-party/provider when a firm migrates from Needles

When converting codes to tags for migrating firms, we should also look at the prompts as outlined in Needles to create the identifier/prompt in the Neos tag. Add the identifier designated in Needles to identify the prompt. For example, "Select Cli...
Guest over 2 years ago in  0

SMS Messaging, give the option to make the box bigger

When sending a new SMS Message, they would like to see the option to make the box that pops up larger so you don't have to scroll down on the big box. So when you select quick text, you don't have to scroll down on the big box to see the options o...
Guest over 1 year ago in  1