Ideas & Enhancements

Currently, you can only add documents to the Case Docs tab. In the case where we have a deposition or records request tab we would like to directly add documents from our computer to these other tabs as well.

The client want to be able to export the settlemenet memo in a word format so they can modify it further if needed.

it makes it easier to open up a folder and navigate to the file instead of opening file by file

in order to upload a document to the courts website we currently need to save the document to desktop and then upload from there. there should be a way to upload the document directly by browsing the computer such as a link with OneDrive of some s...

Add Alternate Case #1 to Case Header and in Search Pop Outs

From what I have found there are three ways to print an envelope from a Neos generated template; however, all three are not ideal.Create a template with a second page formatted as an envelope. Once the document is generated, open in Word. Print ...

If a client fills out a PDF form with their information, have that information auto populate back to Neos. IE> Information sheet that the client fills out online, have the ability to pull the clients address from the PDF form and auto populate...

Currently, when updating the party name when a case is already created the folder name does not change. To keep it consistent it would be helpful to have the folder name in the case tab and in Sharepoint to update to the new name without the link ...

when completing a form, if one field contains data not properly entered, the form will not save. If that field can be highlighted, it will make locating the field and changing the entry easier and save time.

User would like to be able to tab from one field to another to have a typing workflow without having to resolve to using the mouse every time.