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Notes - Email Subject Line

Automatically insert the email subject line (in the Note Subject) for the email you are tagging.
Guest over 2 years ago in  0

Adding Values In Neos Value Entry Screen

There should be an option when you're adding values to be able to add from the value entry screen instead of having to exit out of the entry each time.
Guest over 2 years ago in  0

Capitalized merge templates should capitalize target merge fields in Neos.

Currently Neos does not support capitalized merge templates, like what is shown here: [[ FIRST NAME | CASE.PARTIES.NAME.FIRSTNAME | PLAINTIFF ]] The template must be lower case to work properly. Functionality is being requested that capitalizing t...
Guest almost 3 years ago in  2

Add a settlement scenario feature to test different values for settlement memos

Adding this would allow firms to plug in different numbers into the value tab to see how the settlement memos would turn out without the fear of forgetting to change the numbers back.
Guest almost 3 years ago in  0

Neos- Ability to start a general timer without being in a case

The currently functionality of the timer provides a user to track time for a case after the case is currently open. There is no current functionality to start a general timer for a provider card which would be a useful feature.
Guest almost 3 years ago in  0

Share Cloud Documents like Dropbox

We would like the functionality to share cloud documents more like Dropbox. In dropbox I can create a folder and add whatever documents, images, videos, etc I want to share, then share/copy a link to the folder with other people. In Neos, I can Em...
Guest almost 3 years ago in General 0

Click on Name ID to pull up Provider Card/List of other cases

It would be very efficient if one could click on the Name ID of a party and automatically pull up the Provider Card and/or list of cases which they are attached. We have many clients who have current and prior cases which we would like to access q...
Guest almost 3 years ago in General 0

Save button

Instead of seeing "you have unsaved changes, do you want to leave", there should be a save button on that same unsaved changes window.
Guest almost 3 years ago in General 0

Dashboard: Future Date Range

It would be great if the dashboards could look at a future date range. For example 3 months out, 30 days out. This is a great way to help filter cases that need to go into suit, upcoming trials, etc.
Guest almost 3 years ago in General 0 In Development

Custom sorting reports & Value tab entries

Our firm handles personal injury case. We have a heavy medical records data entry. Certain reports we use (ex: Summary of Medical) you can sort by entryID, to - from; however, it will not allow us to sort in chronological order of treatment. The r...
Guest almost 3 years ago in General 1