Ideas & Enhancements
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Ability to Lock Columns for User Defined Tabs like the Records Request

It would be nice to be able to lock the columns so that other users don't toggle certain data on or off. Maybe even grant it as a special permission to be able to lock it so they remain the same across other cases too.
Guest 3 months ago in  1

Add date/time for when a Note is emailed out of Needles

We want to be able to see when the note was emailed out of needles. As of now there is no way to confirm that a note was emailed out on a certain day at a certain time. We would like to be able to see that a note was emailed because using the day ...
Guest over 3 years ago in  7

Indicator that shows when you open a case that there is a companion case

It would be convenient that when you go into a case, there is an indicator showing there is a companion case attached without having to open the companion cases tab.
Guest over 2 years ago in  2

Consolidate Value Items by Payee

There are often repeat payees for case expenses (like the state efiling system, or Lyft/Uber) that must be entered individually, making the value tab very long and cluttered on long litigated matters. Would be good if the system consolidated the v...
Guest about 2 months ago in  0

Add Subject to Messages

We would like to see a subject option for text messages just like there is for notes
Guest 7 months ago in  0

Add option for Neos contact changes to also affect customers job information in Quickbooks

Add the ability to link Neos contact changes like address and name to the job information entry for a linked customer in Quickbooks.
Guest 5 months ago in  1

Ability to hover over parent checklist item and see child items attached

In the case where a user does not have permission to view Case Type Settings, it would be nice if the ability to see which child items come after a parent item. Even when marking it done if there can be a pop-up confirming which items has been added.
Guest over 3 years ago in  0 Planning to Implement

Emoji translation in text messages

Many clients include emojis in their texts back to us, and they show up in the system as question marks (?). If the system to translate them to the correct character (or even read them into the system the way voice-assisted messaging does), that w...
Guest 7 months ago in  0

Export Intakes As PDFs

It has been requested that case data and intake data have the option to export as PDFs, like what can be done with Neos reports.
Guest about 2 years ago in  3

Neos - Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case

Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case. This could cause staff to miss selecting the proper Party Role and checking Our Client. Many reports use these two fields as filters, especially Our...
Guest over 2 years ago in  0