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Dark mode

please make your website compatible with dark mode. much of it cannot be read with the black writing on a black back ground and the cases will not go black at all which defeats the purpose
Guest about 1 month ago in  1

show emails on all side panels

It would be helpful to see the adjuster emails when single-clicking and getting the side panel. Currently, you have to open the insurance line totally to see it.
Guest about 1 month ago in  0

Add ability to duplicate a list tab entry within a case

Help to more efficiently enter data in a List/Entry User definted tab. We use one to track discovery demands and frequently many of the fields are identical (i.e. party serving, date served, date response due, status, etc.), so it would be helpful...
Guest about 1 month ago in  0

When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

When entering an event into the Holidays mini-directory, these events should be added directly into the staffs' calendars.
Guest about 1 month ago in  2

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 about 1 month ago in  1

Outlook plugin: file emails in outlook

Move any filed emails using the Neos plugin to a "Neos" folder - similar to how Trialworks plugin works. Or better - be able to specify folder.
Guest about 1 month ago in  0

Outlook Plugin: case name search

Provide option to search by case name rather than the generic "name" Or at minimum, sort "name" results by open cases, then closed cases, then names.
Guest about 1 month ago in  0

Auto-populate Document Type field when generating docs from checklist.

When there's a default Document Type assigned to a specific document template, generating said document from the Case Docs tab (correctly) auto-populates the Document Type field. When generating a document from a checklist task, it does not.
Guest about 1 month ago in  0

Provide for "if, then" logic to generate tasks in the checklist

Allow a task to be generated based on whether something has or has not occurred. This would enable tasks to be generated only if something has not happened (a client or another firm has not returned a required document by a specific date or after ...
Guest about 1 month ago in  0

Allow case Party(s) to be associated to a checklist task

Tasks would show up on a firm members dashboard based on either a case type requirement (i.e. send their statement for signature) or the status of a request to an individual party in a case. This would allow tasks to be assigned to a staff member ...
Guest about 1 month ago in  0