Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2643 of 2643

Neos - Add counts in Settings > Staff > Staff Profiles

Add counts of # of users logged into Neos, # active "Neos Users", and # of active "Active" profiles at the top of the screen that is always visible. Larger firms have a hard time determining if their Neos and Active Users counts match their subscr...
Guest over 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

Neos Calendar - Work Hours View

Add a setting for 'Working Hours' display view in the Neos Calendar (allowing the user to choose their own hours to display) - appointments rarely occur outside of working hours for most staff, so being able to see just the hours of 8-5 would redu...
Guest over 1 year ago in  1

Browse documents screen should include the case as a viewable field

The main browe documents screen lists all of the documents in Neos. In the first versions of Neos the case a document is associated with as field was viewable in the list. Now it's not. Without the case field, the document list lacks important con...
Guest about 1 year ago in  0

NEOS: Adding Hearing date to case tab should automatically prompt calendar event

It would be nice to be able to add Hearing dates etc. one time only. If we add a date to the case tab, a prompt (or something similar) should appear allowing us to simultaneously add it to the calendar rather than having to add it to both each and...
Guest about 2 years ago in Calendar / Case Tabs 0

Neos: is it possible for the document generation display to go away after it generated

Neos: is it possible for the document generation display to go away after it generated. During the document template generation the prompot in the corner where its loading and as well sometimes checked can it go away after it generated.
Guest over 3 years ago in General 0 Future consideration

For those of us who use litigation funding companies to fund our bigger cases can we get a button added in the settlement tab that says amount received from litigation loan company or client credit/fund or something similar in which can automatically calculate if any money should be owed back to the client Example Bob has a big commercial case and the litigation company gives Bob $100,000 in funding to prosecute the case. The litigation company for making this loan charges the law firm 30% interest (In bobs retainer agreement the law firm states that the client agrees to incur all interest associated to borrowing for his case) Total Amount given to the law firm by the funding company $100,000 Total Interest on monies taken $30,000 Total Owed Back to the funding company $130,000 Case Expenses $100,000 Then bob should have $130,000 deducted from his settlement Also, a scenario if the law firm does not use the full budget how much should Bob be deducted In short any settlement tabs associated with interest and refunds would be greatly appreciated

For those of us who use litigation funding companies to fund our bigger cases can we get a button added in the settlement tab that says amount received from litigation loan company or client credit/fund or something similar in which can automatica...
Guest 8 months ago in  0

Some of our more difficult clients want to see a copy of every invoice and every deduction. Is there a simple way we can insert a link in the settlement memo that pulls data so when the client clicks on that link they are directed to the exact invoice/bill and can we also get a download all invoice/bills button in which we can download and email off to client in neos or outlook

Some of our more difficult clients want to see a copy of every invoice and every deduction. Is there a simple way we can insert a link in the settlement memo that pulls data so when the client clicks on that link they are directed to the exact inv...
Guest 8 months ago in  0

Neos - Notes - Add ability to Filter Note Topic Drop Down

Firm has many Note Topics. Firm would like ability to filter/search Note Topic Drop Down when Adding a Note and when using the Filter option on the Notes tab to search for notes
Guest over 3 years ago in General 1

Outlook Add-In - Add ability to remember search preference

The benefit of having this functionality is I don't have to change the search for every email I post.
Guest about 1 year ago in  0