Ideas & Enhancements
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Medical Records Request - Value Code/Medical Bills dropdown

Users would like the ability to generate a value item from their medical records tab without having to go into actions > add value item and instead use the value code and medical bill dropdowns to automatically assign the value code to the new ...
Guest over 1 year ago in  0

Ability to merge duplicate contacts in the address book into one contact

It would be nice if there was a way to merge duplicate contacts in the address book. We currently have many, many, duplicate contacts because of the way trialworks transferred over to neos. Some of the contacts have notes attached to them; however...
Guest over 1 year ago in  2

Add another entry on the Value Entry page

Please add a create new or add another entry option to the Value Entry page so that we do not have to go back to the main value tab to add more transactions. Bonus points if we can "add for same provider" or "add for other provider." Adding bills ...
Guest over 1 year ago in  0

Azure single sign-on Custom attribute for remembering Company ID

With the new Azure single sign-on it would be preferred that the system would know the Company ID and just pull it from an Azure Custom attribute
Guest over 1 year ago in  2

Neos Message Inbox Sort Inconsistency when trying to sort by Re/Client

the sort is not consistent in that it will sometimes show by first name, prefix, or last name. It's impossible to find what you are looking for or group names together this way. See screenshot. Our attorneys receive a lot of messages and need to b...
Guest over 1 year ago in  0

Administrator permission to force a log out of a user if they are found to be logged on in more than one location.

A functionality in Needles that is not present in NEOS, is the ability to force out a user. Should a user have left themselves logged on in a location besides their main workstation or are logged on in multiple locations, it could be seen as a sec...
Guest over 1 year ago in  0

QB Online Needs A LOT OF WORK

QB Online needs A LOT OF WORK. Needs an option where the Memo line in the VT automatically transfers to the MEMO line in QB online so that we don't have to cut and paste that on each case - MEMO from VT populates in description (along w/ the clien...
Guest over 1 year ago in  0

Neos: Add option for Category 2, Category 3 in Document Tab

This will allow us to create and access sub sub folders. Large litigation firm that needs more folder options.
Guest over 1 year ago in  1

Open Links in New Tab Instead of same Neos Tab

This would allow us to view things like Companion Cases/Values while at the same time being able to make notes for users that only have a 1 screen set up. Right now you have to Open Sidebar Links like Case Docs in the same tab, then open in Sharep...
Guest over 1 year ago in  0

Allow for editing or deleting Neos Intake Pro dashboards

When upgrading to intake pro, we are able to view "Intakes Overview". In there are 3 dashboards: Intakes By Stage, Idle Leads, & Intake Checklist. These are very useful tools, however there is space for greater utility if we are allowed to edi...
Guest over 1 year ago in  1