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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

Neos: Template list - add a column to show Last Merge Date

This will help us see which templates are no longer being used so we can deactivate and keep our template list up-to-date and accurate.
Guest 4 months ago in  0

Text Message Notifications

Allow notifications of intakes, Neos messages, events, outlook/calendar appointments, etc. to be sent to cell phone via text message.
Guest about 2 years ago in  1

Print all neos Notes

We need the ability to print all Neos notes instead of having to print individually. Need this for trial prep as well as possible legal malpractice claims. I will note this has been requested since 2020. We need it NOW!
Guest 10 months ago in  0

Texting to Non-Contact

Please add ability to text in a case without having the recipient formally added as a contact. There are many times we need to send a text to someone that we do not need to add as a case contact. Need ability to generate a new text thread from wit...
Guest 10 months ago in  0

Print Options from Docs Tab

We have download and email options but what about print options without having to download the document. Not only print it by itself but bulk print too.
Guest 6 months ago in  0

NEOS PDF - Word Documents Conversion by Printing to Neos PDF - Print to PDF function

There should be a function in the document section that allows the user to Print Word Document to Neos PDF which saves the newly created PDF in the client folder in the document section and in sharepoint. Then the newly created PDF opens in NEOS P...
Guest 8 months ago in  0

Large Profile photos for clients (please)

Larger Profile photos for clients and accident photos (please). We want to really personalize our clients it makes the case managers really get more involved when they can see a large photo of the client that they are representing
Guest 8 months ago in  0

NEOS PDF Editor Does not Work It is not a functional replacement for ADOBE

For Example if you have an un-coded PDF form (for example a required form for the Superior Court Documents) which is a fillable. NEOS PDF does not allow you to tab thru and fill in the document using NEOS PDF Editor.
Guest 8 months ago in  0

When tagging emails, it would be nice if the color coding for litigation, closed, opened, etc. would match Neos.

The color coding for the case in litigation is a different shade of blue not red as it is in Neos. It would be nice if these matched.
Guest 11 months ago in  0