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After re-naming documents, don't bring back to the top of page

I wish that every time I renamed a document, Neos didn't automatically re-set and bring me to the very top of the page. When I have hundreds of documents in a case, it take forever to find my place again. Instead, it would be nice if it kept my pl...
Guest about 1 year ago in  1

Allow Multiple Create New Message Tabs at Once

In Neos currently, whenever you have a new message that has yet to be sent, and try to type a new message to a different recipient, the first message and all the data in it gets deleted. It would make things a lot easier for many firms if they cou...
Guest about 1 year ago in  0

Case number should transfer from Neos into Quickbooks Online

When a client is opened in QuickBooks Online from a check written in Neos, the case number does not show in the client information. It shows in the description line of the check but the information does not transfer to the client's profile info. T...
Guest 5 months ago in  1

May we have a CM intake call tab, and then the info be pulled to the other tabs and put in the many other tabs? It is very distracting to go through each tab on a call when trying to make notes, and read the accident report. One list of questions on on tab would be helpful to allow a continued thought of communication versus the distraction on waiting on tabs to open when in the middle of a conversation.

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Guest 5 months ago in  0

Ability to Filter Search by File Type

Plain and simple, Filter a search by a file type like PDF, Word Doc, or Excel file types. Our users utilized this often on our old system and there is no way to do it here with the doc searches under a case or Browse Documents.
Guest about 1 year ago in  0

When setting up a case asking automatically if a companion case is attached and if so adding a hyperlink to the companion case i.e mother and daughter

When setting up a case asking automatically if a companion case is attached and if so adding a hyperlink to the companion case i.e mother and daughter
Guest 8 months ago in  0

The Value Tab is great but i think there should be another tab on or default plain thats dedicated solely to case cost which is such a big part of everyones practice

The Value Tab is great but i think there should be another tab on or default plain thats dedicated solely to case cost which is such a big part of everyones practice
Guest 8 months ago in  0

Neos Integrations pages

On each page a detailed description of what the integration offers, a link to the Knowledge Base Articles for that Integrator, and a link to the Integrators website.
Guest about 1 year 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

Mass Texting Messages

Mass Client Texting
Guest almost 5 years ago in General 1 Planning to Implement