In the Mini Directories under Note Topics, there should be a way to edit email, email received, and email sent. I'd like to put an exclamation mark in front to bring it to the top of the list.
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!
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...
Add ability to duplicate a list tab entry within a case
Help to more efficiently enter data in a List/Entry User definted tab. We use one to track discovery demands and frequently many of the fields are identical (i.e. party serving, date served, date response due, status, etc.), so it would be helpful...
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.
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.
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...
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
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