Ideas & Enhancements
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Email Subject Line

Allow firms to choose the subject line of their emails. When sending 1 document it takes on the case name and document number; when sending multiple, it only shows the number of documents.
Guest about 3 years ago in  0 In Development

Party/Case screens require a lot of scrolling for information

Every single screen you have to scroll miles to get to the information you want. In previous versions, you were able to see most everything you needed right when you opened the party or case screen. It would be nice to adjust the box sizes in the ...
Guest about 3 years ago in General 4

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 almost 1 year ago in  1

Filtering Dashboard by "Our Client"

Would like the option to filter dashboards by "Our Client" checkbox on the party tab.
Guest over 3 years ago in General 15

Neos - Drag & Drop Documents - Allow for name change

Allow the ability to change the name of the document when dragging/dropping to the docs tab
Guest over 3 years ago in General 8 Already exists

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

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

Neos - Rescheduled Calendar Items

Similar to NEED50-I-520 However, would like for Neos to have the option to leave an item on the calendar to mark the original calendar item that has been rescheduled after having rescheduled the event item. Updating the former entry as rescheduled...
Guest almost 3 years ago in Calendar 2

Ability to rearrange the phone numbers in party tab

As majority of parties have multiple phone numbers, it would be easier to have the ability to rearrange them based on the best # to contact. The top # is what appears when you send a message to call someone so being able to move the best contact ...
Guest over 3 years ago in  0 Already exists

Ability to add Automation to Primary Checklist at Case Type Level, instead of on a case-by-case basis.

For instance, automation would be when a checklist item is marked done it triggers another checklist item to generate and email a document to the client. It might be beneficial to have the ability to apply that automation to the Primary Checklist ...
Guest over 2 years ago in Checklist 4