Ideas & Enhancements
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Case Dates should automatically trigger a Calendar Entry

Most case dates require a duplicative entry to add it to the calendar as well. This should be an automatic option which would serve all firms. For example adding a trial date in case dates should automatically add a calendar entry for that trial date
Guest over 1 year ago in  1

Neos: Ability to print or export items from Sent Messages, to include the whole message

It would be very helpful to be able to print or export messages from the inbox (any folder) with the full contents of the message.
Guest over 1 year ago in  0

Document tab Sending Email option need staff assigned

Currently the Document tab Sending Email option only shows the parties/providers/client email in the case. It would help dramatically to also have the staff assigned to the case in the drop-down.
Guest over 1 year ago in  0

Mass Update from Advanced Search

People with the mass update permissions need the ability to run an Advanced Search and with the results be able to update any fields that they might have to change. An example would be searching for a phone number that could be listed on hundreds ...
Guest over 1 year ago in  1

Neos Admin's should have the ability to adjust the Cascading Style Sheets to adjust Padding & Fonts

The goal of this would allow firms that have long case screens to adjust the Padding or space around each field so that scrolling can be brought to a minimum. This would have hug impacts for staff wellbeing.
Guest over 1 year ago in  0

Neos - Report at time of Check Request

We would like to be able to print a report to show the details of a check request. We used this Needles 5 for every check request and then provided to the accounting team for processing. Please add to Neos.
Guest over 1 year ago in  1

Bring back the previous and next arrow in value entry screen

We used to have these arrows to switch between entries in the value tab. The benefit of the arrow is an example When a user enters case expense with a DTF entry they can use the arrow to quickly go to the DTF entry, rather than exiting out and re-...
Guest over 1 year ago in  0

Add print button on intake

It is much more efficient and trackable to put intakes first into Needles instead of handwriting them, but we still need a paper copy of the intake for the Attorneys and Paralegals to review when the lead comes in for an interview.
Guest over 1 year ago in  0

Neos - Add counts in Settings > Staff > Staff Profiles

Add counts of # of users logged into Neos, # active "Neos Users", and # of active "Active" profiles at the top of the screen that is always visible. Larger firms have a hard time determining if their Neos and Active Users counts match their subscr...
Guest over 1 year ago in  0

Neos | When drag and dropping a document into case allow user to set the visible date that will show up on the screen

When a user drags and drops a document in the Case Docs tab, Neos uses today's date as the date to show for that document. Users then have to go into that records detail in the Case Docs tab to change it. We should have the ability on the drag and...
Guest almost 2 years ago in  2