Ideas & Enhancements
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Move Through Value Items With Navigation Arrows

It would streamline the value item review process if you could move between the detail page of value items using navigation arrows, like you can with notes in a case.
Guest about 1 year ago in  1

GROUP TEXTING

We often have multiple clients to keep updated on one file. The ability to group text with them would be very helpful, as lots of clients don't check their email consistently enough.
Guest 8 months ago in  0

More Precise Case Date Fields in Advanced Search.

Currently "past month" pulls everything from the last thirty days rather than the last month, "past week" pulls everything from the last 7 days rather than everything that has happened in the past week, and so on. It would be more clear if instead...
Guest about 1 year ago in  2

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

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

Admin screen for monitoring and auditing actions across the firm in Neos

We would like to be able to access a tab or page in Neos where the firm's admin can get a more generalized activity feed for all of Neos' tabs. The tab would also have the ability to check when users log into Neos, how long they were active in Neo...
Guest 11 months ago in  0

Neos - Merge Template Creation for Lists

When I am tagging a list to a merge template, I would like the ability to create column headers, as well as perform calculations at the bottom of the table (such as totals or sums for the columns). In its current state, the list features doesn't s...
Guest over 1 year ago in  0

Add Ability to Customize Background of Needles

Would like the ability to customize the background color of Needles so it is not white
Guest almost 5 years ago in General 3

Auto Populate specific party role/ any case field when assigning a case type to a new intake

Add the ability to set a default party role when a specific case type is applied to a new intake. Party role is a custom field for the intake that has been manually added but adding the ability to set any case field to a default option within the ...
Guest 11 months ago in  0