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Documents Tab - Make the 'Open in SharePoint' option more visible

In the most recent update (8/22) - the Open in SharePoint button on the documents tab was moved to underneath a dropdown menu with no name (just 3 dots). We have staff members that need to be able to scroll through hundreds of pictures, and the ea...
Guest about 1 month ago in  0

Tabbing through fields should move left to right, not top to bottom

When you enter data in a field and select tab, it should tab to the next field to the right, not to the field below. Needles 5 tabs left to right.
Guest 23 days ago in  0

Allow Multi Party Tagging on PDF Documents.

In the PDF template, there is currently no way to pull data for more than one party (i.e. Plaintiff & Defendant). Would like to see this feature added.
Guest about 2 months ago in  0

Advance Search case documents need to be able to filter by tags and add tags as a column in the result area.

Advance Search case documents need to be able to filter by tags and add tags as a column in the result area. To enable the ability for staff the see items that need their review which is a tag option.
Guest 16 days ago in  0

fix the Report: Custom Tab Names

fix the Report: Custom Tab Names
Guest 16 days ago in  0

Print option in each tab. There should be the ability to print in whichever tab I’m in without having to go to reports and printing.

No description provided
Guest over 1 year ago in General 1

Comment/Note on Checklist Items

In "details" of a checklist item there should be a text box (labeled "comments" or "notes") where people can add details, updates, notes, etc. about a checklist item. Currently, my firm adds this info to the task name, but that leads to long, run ...
Guest over 1 year ago in Checklist 10

Link Companion Cases in Browse Case Screen

It would be helpful to link case names to each other in the "case browse" screen using an icon notating a particular case is connected to another case. (example, like in case documents relating to documents) I feel this would be helpful because so...
Guest about 1 month ago in  0

Total Item Count

Should be able to see how many items are in a list automatically without having to count each line item or run a report. For example, how many items are in my Checklist Summary for the day? If I navigate to Browse Cases and filter by staff and cla...
Guest about 2 years ago in General 3 In Development

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 7 months ago in  0