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Documents Merge - Into One

Allow option to merge documents into one document without having to leave the merge process. You can only combine via PDF Editor which is another step and Premium Package.
Guest over 1 year ago in  0

Adding a default column design for case tabs

Add a way to default the columns in a tab within a case.
Guest almost 2 years ago in  0

PDF Editor - Font Style/Size Change

Requesting the ability to change the font style or size of text in a document.
Guest almost 2 years ago in  0

Neos - Add 'Quick Note' to Intakes

Add the ability to have a Quick Note in the header of the Intake (like a case)
Guest almost 2 years ago in  2

Open Checklist Summary

Allow Open Checklist Summary end date to be selected without setting a beginning date. You can set a beginning date without an end date; why not be able to set an end date without having to set a beginning date.
Guest almost 2 years ago in Checklist 0

RingCentral Integration - Conference and Video Calling

RingCentral has a Conference call and video feature. This would allow firms to have a conference call with client in which they are able to see them on Video as well. This would help as some clients are unable to come to the office. This would als...
Guest almost 2 years ago in  0

Case Name Should show up in searches

Especially for Business Clients where they have multiple cases it would be very useful to have the case name show up in the search. Previously it did show the case name on the card when searching now you have to click on the actual case to pull up...
Guest almost 2 years ago in  1

Widget for linking documents found on DOCS Tab to any other location in NEOS.

A widget that links any document on the Documents Tab to any other Tab in Neos. For example, the widget creates a link with the Witness Tab to the witness's deposition. Link name is by default the file name. Link is underlined blue or some color t...
Guest almost 2 years ago in  2

When changing the staff assigned on case screen, would like the checklist items that are open to update to the new assigned staff.

Would not have to go to the checklist and change initials for the new assigned staff for that position.
Guest about 2 years ago in Checklist 0

Ability to Calculate Date Fields- Neos

Would be super useful to be able to calculate dates-in-status for cases. This function would allow reports to be more compressive and robust. Please either add this to advanced search or make it a default report option.
Guest about 2 years ago in Reports / Search 1