Ideas & Enhancements
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RingCentral Integration - Conference and Video Calling

RingCentral has a Conference call and video feature. This would allow firms to have a conference call with client in which they are able to see them on Video as well. This would help as some clients are unable to come to the office. This would als...
Guest almost 2 years ago in  0

Quick Add Dropdown List: Add New Call Log to Case

I am constantly on the phone and it is a hassle to always have to copy the client's phone number and then go to the communications tab to add the call where I also have to search for the client each time. If we could add a Call Log from the case, ...
Guest 8 months ago in  0

Kenect integration needs to post to case notes automatically

Right now the integration allows you to assign a text thread to a case from Kenect and the "sync" posts the messages to the Neos, but you still have to go through your Neos messages and post each message to the case. Please improve the integration...
Guest 12 months ago in  0

Ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
Guest 12 months ago in  0

Tag an existing case document to a note(s)

Currently if I'm adding a note in the Notes tab, and I want to attach a document, the file explorer window is the option I'm given, and the document I select will be added as a document in the Case Docs tab. I'd like the option to select an EXISTI...
Guest over 1 year ago in  0

Ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
Guest 12 months ago in  0

Certificate of Service Paragraph should include email

THIS WAS ADDED AS AN IDEA AND NEOS MARKED IT AS ALREADY EXISITS. IT DOES NOT!! IT CURRENTLY ONLY PULLS FAX NUMBER NOT EMAIL ADDRESSES. The Certificate of service is a very important part of document creation. Each and every document that is filed ...
Guest 12 months ago in  3

Text Attachments

You should have the ability to send photos, documents, etc from the texting portal.
Guest 12 months ago in  0

2 way share password protected links which can be limited by time (ability to share documents and have another user upload documents)

2 way share password protected links which can be limited by time (ability to share documents and have another user upload documents) - would be extremely helpful.
Guest 8 months ago in  1

Add ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
Guest 12 months ago in  0