Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2683 of 2683

Quickbooks Online Fixes

Some of the stuff with the Quickbooks Online and the Accounting Tab need fixed: Accounting Tab - should have a column for case name, not just case # Accounting Tab - when selecting multiple items to cut checks on - it should have a total so that w...
Guest almost 2 years ago in Accounting Integrations 0

NEOS - Cross-Tab Linked Fields

It would be nice if you create a user defined field that had linked information across 2 tabs in a case type. Like a field on the case tab that also appeared on the party tab that held the same dataset.
Guest over 3 years ago in General 0 Future consideration

Neos Intake: Quick Add does not include Send Email - PLEASE ADD

It would be very important for us to have Send Email capability within intakes such as we have within Cases using Quick Add. Please include this feature with intakes!
Guest 6 months ago in  0

Adding a calendar view to the case calendar

Adding a calendar view to the case calendar (instead of just list view, which is overwhelming to look at).
Guest 12 months ago in  0

Adding Accident Information Standard Tab to Intakes

For the Accident Information standard tab that was added to cases, it is not possible to add it to any intakes even though it is enabled for the case type. It does not appear in the intake nor is it available as an option in the Intake Layout Mana...
Guest 8 months ago in  0

Outlook Plugin: case name search

Provide option to search by case name rather than the generic "name" Or at minimum, sort "name" results by open cases, then closed cases, then names.
Guest 2 months ago in  0

Option to open a case in Neos that an email is tagged to from outlook

Add a button to the outlook insert tab that will open a case in Neos that the selected email is already tagged to. Users would not have to pull up the add-in to see the case that the email is tagged to and then search it up in Neos just to open th...
Guest 12 months ago in  1

Update folder name in case and sharepoint when party name is updated

Currently, when updating the party name when a case is already created the folder name does not change. To keep it consistent it would be helpful to have the folder name in the case tab and in Sharepoint to update to the new name without the link ...
Guest almost 4 years ago in  0 Already exists

Make entire Checklist item in Color, not just the code

Please have the entire checklist item colored, not the code, as it was in Needles. This isn't visible enough.
Guest about 2 years ago in Checklist 0

Work Product Identification

A checkbox on documents to easily identify them as attorney work product. Ideally, this would also prevent the document from being emailed out of your firm without certain permissions.
Guest 4 months ago in  1