Ideas & Enhancements
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Document Merge - Ability to merge multiple documents at once.

Ability to merge multiple documents at once and option to do across cases as well.
Guest about 3 years ago in General 1

change flyout list for "provider usage" to a new tab.

I am having to reconcile a provider's usage across several cases (and it's not a "replace provider" situation). I have to go back in to the provider and run the usage every time I leave to reconcile a matter file. Having the list open in a new tab...
Guest 3 months 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 | When drag and dropping a document into case allow user to set the visible date that will show up on the screen

When a user drags and drops a document in the Case Docs tab, Neos uses today's date as the date to show for that document. Users then have to go into that records detail in the Case Docs tab to change it. We should have the ability on the drag and...
Guest almost 2 years ago in  2

NEOS PDF Editor - The Viewer Needs to Be fixed Its Too Small

The viewing of a document in and using NEOS PDF Editor is cumbersome. You cannot take advantage of the entire computer screen, it is like a smaller screen within a smaller screen view. Side by side view is so tiny that you cannot use it. The viewe...
Guest 8 months ago in  0

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 9 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 9 months ago in  0

NEOS - Mass Mailing

It is currently not possible to generate documents for Mass Mailing in Neos. This functionality existed in N4 and N5.
Guest over 3 years ago in General 1

Record/Requests - include hyperlink to document from record/request tab

Have an area where the document can be viewed from the record/request screen, not needing to go to case docs to view document.
Guest over 2 years ago in User Tab 1