Ideas & Enhancements

The ability to toggle tiles on and off would be useful to firms who do not use certain features such as messages often.

Currently, Intake Activity Feeds are only available for Intake Pro subscribers, however this can take away from further auditing Intakes.

Functionality from Needles 5 should work in Neos and allow emailed photos to be attached to the Document screen - We should not have to save the photos and attach them one by one to the Document Tab;

Allow Open Checklist Summary end date to be selected without setting a beginning date. You can set a beginning date without an end date; why not be able to set an end date without having to set a beginning date.

Users would like to be able to make redactions on PDF documents with the Editor.

Currently when a user is trying to insert a PDF into another PDF in PDF Editor it pulls from the "Browse Documents" list and you are unable to filter to a specific case or client. Currently, the only way to use this effectively is to search for th...

Right now with the PDF Editor it looks like scanned documents are not being OCR'ed. We would like to be able to search and edit text in these documents.

Requesting the ability to change the font style or size of text in a document.

Notes can be searched but it is too easy to miss or forget important information -- There needs to be a way to "Flag" important notes so they will stand out and can also be searched on that criteria; Different color Flags would make them even easi...

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...