Ideas & Enhancements
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GAME CHANGER IDEA 2

Neos should create a customizable email for each case or something similar in which it can send to adjusters and or medical providers that comes directly into NEO's without having to go into your outlook email and then having to upload into neos o...
Guest 8 months ago in  1

Graphs and Charts in the Settlement Summary and Calculator

Neos should use grafts and charts in the settlement summary and also in the export to make settlements more visually appealing to clients and also to the case manager or accountant.
Guest 8 months ago in  0

GAME CHANGER!! ALMOST ALL RINGCENTRAL USERS USE THE INSTANT MESSAGE GROUP CHAT FEATURE!! FIGURE OUT A WAY TO INTERGRATE THIS WHILE INSIDE THE NEOS PLATFORM AND THIS WILL MAKE NEOS THE MOST SAUGHT AFTER SOFTWARE IN THE LEGAL COMMUNITY

GAME CHANGER!! ALMOST ALL RING CENTRAL USERS USE THE INSTANT MESSAGE MESSAGE GROUP CHAT FEATURE!! FIGURE OUT A WAY TO INTERGRate THIS WHILE INSIDE THE NEOS PLATFORM AND THIS WILL MAKE NEOS THE MOST SAUGHT AFTER SOFTWARE IN THE LEGAL COMMUNITY. THE...
Guest 8 months ago in  0

NEOS NEEDS SHOUld INTERGRATE SMS TEXTING FROM RING CENTRAL INTO ITS PLATFORM

Neos should integrate not just ring central calling but ring central texting as well. Many ring central phone numbers also have texting implemented. When a client text a ring central phone it should automatically go into the client file that way y...
Guest 8 months ago in  1

NEOS NEEDS TO ADD A FAX SECTION!! THIS IS THE ONE KEY FEATURE FILEVINE HAS THAT NEO DOES NOT. MOST RING CENTRAL USERS HAVE A RING CENTRAL FAX NUMBER OR OTHER FAX NUMBERS IN WHICH NEW HAS ITS ON TAB FOR

NEOS NEEDS TO ADD A FAX SECTION!! THIS IS THE ONE KEY FEATURE FILEVINE HAS THAT NEO DOES NOT. MOST RING CENTRAL USERS HAVE A RING CENTRAL FAX NUMBER OR OTHER FAX NUMBERS IN WHICH NEW HAS ITS ON TAB FOR
Guest 8 months ago in  0

Checklist Summary - add filter for open or closed cases.

When I run a checklist summary for open checklist items, I should not see open checklist items in closed cases. Please add a filter to allow me to select Open cases only.
Guest 8 months ago in  0

Case name in Search Result Box

Case are known by the case name, yet the case name is not in the search result box. We may have a client who has a number of cases, so knowing the client name is not helpful. Some plaintiff names are common, Mary Smith, you need the full case name...
Guest 8 months ago in  1 Future consideration

Multiple emails, notes, documents open at one time

Preparing reports for adjusters and others often information is spread across various documents, emails, notes and having them open one time in order to draft a cohesive report is much easier than open and closing and relooking for another documen...
Guest 8 months ago in  0

We Would like an update where we will be able to drag documents from Neos to an Email using Outlook, just like we can drag documents to Neos from a folder.

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Guest 8 months ago in  0

Dragging documents from Neos to an outlook email

We Would like an update where we will be able to drag documents from Neos to an Email using Outlook, just like we can drag documents to Neos from a folder.
Guest 8 months ago in  2