Ideas & Enhancements
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Signature pad support

Our firm is currently using Wacom drawing tablets in a creative way to gather digital signatures from in-person clients inside the Neos PDF editor. This is obviously non-ideal but it works. We would prefer to have signature pad support for externa...
Guest 2 months ago in  1

ability to open email in outlook without pre-populating an email address

I appreciate the new email features, however, I would like the ability to either populate a custom value email address or bypass this field and open in Outlook to then email to someone not affiliated with the case contacts, such as a coworker or m...
Guest 10 months ago in  6

Notifications - New Documents Received

Allow a function in NEOS to notify staff persons and/or staff assigned to the file that new documents have been added - possibly by using a tag so that not all documents added would trigger an alert to the staff. SharePoint does have this ability;...
Guest over 1 year ago in  0

Neos - Automatic Tagging for Newly Generated Emails

The functionality to have the newly generated emails be automatically tagged to the case in which it originated. Similar to ideas 700 and 710.
Guest about 3 years ago in General 2

Allow different color coding for calendar appts

Allow the Neos tag in Outlook to be different colors for calendar appts. Before Neos we would color code our depositions, hearings and trials with different colors so they stood out in Outlook. But now with Neos it only allows for them all to be red.
Guest about 3 years ago in General 3

Have Notification for when Intakes are available

Have Notification for when Intakes are available over the intake icon on the left. This way User's can know when they have Intakes they need to take a look at.
Guest about 3 years ago in General 2

Ability to add multiple staff to a checklist reminder

There needs to be an option on a checklist item to enable multiple staff on a case to get the reminder, as well as an option for all staff on a case if needed. We often have teams that work on a case and having only one user get the reminders is n...
Guest about 1 year ago in  1

QuickBooks Integrator - Memo Field populate with the client's case number/client name first in memo field

When posting from the Integrator the memo field needs to populate with the client's case number/client's name before the memo information. This is how Neos previously worked and is now reversed. Our State Bar requires the client's name on every ch...
Guest about 1 year ago in  1

Be able to edit note of tagged email

It seems after a recent update I can no longer edit a note of a tagged email. It is important to be able to add a comment on a tagged email. I like to put the email in context and then have the email copied below in the same note, which was possib...
Guest almost 2 years ago in  13

Renaming attachments when saving documents

The current set-up for tagging e-mails is a bit frustrating. It would be nice to rename documents in an e-mail when tagging it to a case. It's unnecessary wasted time having to go into a file after tagging an email with documents just to rename th...
Guest about 3 years ago in Messages 1