Ideas & Enhancements
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It would be great to have the ability to pull demographic information of a party by making an option to extract it to send it out with ease. Often we need to send contact information on a party, and it would be helpful to be able to extract the information to be easily copied to a text or email.

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Guest 12 months ago in  1

All reports totaling amount DTF should have the refund subtracted. None currently do this.

When sending the total costs on a case to an attorney during mediation or any other time, refunds should be automatically subtracted to give the correct amount.
Guest 12 months ago in  1

Ability to use digital disbursement to pay medical providers along with client expenses and not just solely the client

In the video with digital disbursements they said they were open to adding this feature. Could NEOs please work with this provider to make this vision come true.
Guest 8 months ago in  0

AUTO REFRESH ON CHECKLIST AS WELL AS BEING ABLE TO SET THE CHECK LIST ITEMS ASSOCIATED WITH EACH STAGE THE CASE IS IN WITHOUT HAVING TO FILTER

When a case is pushed into being a new case the first phase/class should show up with just the check list items associated with the first phase/class without having to filter and hit open. It should be preset and then if someone wished to filter f...
Guest 8 months ago in  0

Drag and Drop Files from Emails Directly to Neos

It would potentially save time to be able to drag files directly from Outlook emails into Neos consistently. Some users are already able to do this it seems.
Guest 12 months ago in  0

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