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Ideas & Enhancements


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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 4 months ago in  2
163 VOTE

NEOS - Dark Mode

The new design is great but VERY bright. I feel a dark mode option would be very well received.
Guest almost 2 years ago in General 11 Future consideration

Be able to edit note of tagged email

It seems after a recent update I can no longer edit a note of a tagged email. It is important to be able to add a comment on a tagged email. I like to put the email in context and then have the email copied below in the same note, which was possib...
Guest 3 months ago in  12

You should be able to pull document templates while an intake is still listed as a Lead.

Correspondence gets sent to intakes to follow-up on paperwork and a case for this person is typically not opened until the client signs a retainer/ Power of Attorney. However, the way Neos currently operates, you have to make a Lead into an open a...
Guest 6 days ago in  0

Need a way to prevent text message replies from clients to not be delivered via imessage.

Currently, when a client responds to text message sent from Neos, the response is sent to the Neos user's respective email address. However, if both the text recipient and the staff person sending the text from Neos are in each other's iphones as ...
Guest about 2 months ago in  0

Ability to toggle tiles on/off from Neos Today

The ability to toggle tiles on and off would be useful to firms who do not use certain features such as messages often.
Guest 6 months ago in  0

More fields available when saving a document to docs tab

Documents have many fields availalbe but not durinig the saving process. We would like the have the ability to place a document date in while saving instead of opening each one after the save to alter it.
Guest 26 days ago in  0

One Step Emailing from Needles

When emailing a note from Needles, you have to create the note, save the note, open the same note, and then send it out. It would be easier to have a one-step process to export the note to your email or to use the 3 dot system that was previously ...
Guest over 1 year ago in  28 In Development

"Save to NEOS Tab"- Add a tab to Word to save a new document directly to NEOS

Currently, a document created in Word must be saved to the desktop and then dragged into NEOS for saving in a particular case. Adding Word integration via plug in to incorporate a tab which one can "Save to NEOS", select the case, category, etc. w...
Guest over 1 year ago in Integration 5 Planning to Implement
103 VOTE

Neos: Scan document directly to case

Having functionality to scan document from scanner directly to a case instead of scanning and saving to local computer first.
Guest almost 2 years ago in  7 In Development