In our previous data system we were able to favorite cases in a recently accessed list so we could navigate to them faster than scrolling our case list or having to search for them each time. Is there a way to do this with the current Neos system ...
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.
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.
The way it works now, if I click on a text notification, it opens as a distinct tab. I'd like for it to open in the Text Messages notes tab within the matter file, so that timers open/don't stop, and it doesn't require additional steps to access t...
I would like to propose having unlimited Neos Today Dashboards for either the entire firm or for the admins at each firm. Neos Today Dashboards make it seamless to optimize and individualize workflows while being able to monitor KPIs for each team...
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...
We would like for Neos to incorporate a function that allows us to minimize or draft an email. Scenario: I'm in the middle of drafting an email within Neos, but I get a call and have to source information from our environment. I am now required to...
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.
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