Ideas & Enhancements
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Add option to auto delete tagged emails within the Outlook add-in

Add the ability to delete tagged emails similarly to the option offered in Trialworks for filled emails.
Guest 24 days ago in  0

Fix Excel =SUM to Not Break Templates

Currently having an =SUM in an Excel Document creates an error when generating a template from that document, even if the document does not source anything from the Neos file. Please fix it so it generates the document correctly. Support told me t...
Guest about 1 month ago in  0

Unlimited Neos Today Dashboards

I would like to propose having unlimited Neos Today Dashboards for either the entire firm or for the admins at each firm. Neos Today Dashboards make it seamless to optimize and individualize workflows while being able to monitor KPIs for each team...
Guest 11 months ago in  3

Add spot to include name behind phone numbers and emails (max of 10 characters)

We have juvenile clients whose parents we use their phone number. It would be nice to be able to provide their name (currently I am using the ext. spot to put their name in but it only allows 10 characters) to distinguish the mom, dad or child's p...
Guest about 1 month ago in  1

Add multiple ticklers/reminders for court or other deadlines AND push all reminders to Outlook as it did in TrialWorks. Calendaring should be a one-step process, not a three or four step process when reminders are critical.

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Guest 3 months ago in  1

Report Subscriptions: Allow multiple subscriptions

I have a need to send a report multiple times a day to more than one person. This is currently not an option.
Guest 7 days ago in  0

Add a form to set permissions by individuals VS groups.

Would love if there was a feature added to where some of our leads can view staff members messages BUT limits viewing attorneys or management messages.
Guest 14 days ago in  0

Utilize tagging within a note

It would be helpful to utilize tagging within a note so a request for work product can be made, generated and reviewed all in one note and each party involved can be tagged for every step in one place within Neos. The document pertaining to the no...
Guest 14 days ago in  0

Negotiation Screen

The negotiation screen is sortable by date, but it also needs to be arranged in order per day, by time. Some cases have several rounds of negotiations in a signal day that need to be tracked, and they do not appear in the order of the offers and d...
Guest 15 days ago in  0

Be able to sort documents by tag.

It would be very useful to be able to sort ascending or descending tag column or any column in the document tab.
Guest 3 months ago in  6