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Ideas & Enhancements
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Needles 5.0

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Bring back GROUP in the value tab.

Bring back GROUP before we have to change software. This makes our work 10 times harder.
Guest 6 months ago in  4
264 VOTE

NEOS - Dark Mode

The new design is great but VERY bright. I feel a dark mode option would be very well received.
Guest over 3 years ago in General 18 Future consideration

Add to staff settings a way to turn off notifications for Premium Texting

We have some staff assignments on case that do not need to see each text message coming through from clients. It would be beneficial to have an option to turn off those notifications per staff/user in their notifications settings in staff profiles...
Guest about 2 months ago in  0

Search option opening open cases first!

It would be nice if when searching through Neos if open cases were the first thing to pop up instead of intakes/closed cases!
Guest about 2 months ago in  0

Be able to sort documents by tag.

It would be very useful to be able to sort ascending or descending tag column or any column in the document tab.
Guest 2 months ago in  6

Ability to tag multiple emails to NEOS

Please allow the capability to tag mulitple emails at once to a specific matter. It is too cumbersome to do one by one, especially considering the volume of emails an employee receives during the day.
Guest 4 months ago in  7

Add multiple ticklers/reminders for court or other deadlines AND push all reminders to Outlook as it did in TrialWorks. Calendaring should be a one-step process, not a three or four step process when reminders are critical.

No description provided
Guest 3 months ago in  1

Bulk Action option to mark multiple items as N/A in the Checklist Summary

It would be convenient to be able to have an option to bulk mark items in the Checklist Summary as 'N/A' instead of marking each item individually. Please consider adding this to a future update to Neos.
Guest 7 months ago in  5

Neos: Ability to save international phone numbers

We have clients that have phone numbers outside of the United States. It would be beneficial to be able to save international numbers, as well as WhatsApp numbers.
Guest 17 days ago in  0

Notes emailed should include attachments.

Any notes that are emailed through Neos to Outlook should include the attachment, if included.
Guest 18 days ago in  0