Ideas & Enhancements

The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case. The user wants to be able to save time rather than doing another process of posting back to the c...

When entering an adjuster, for instance, it would be beneficial to be able to just add the insurance company (no mailing address) that they work for to enable a quick look. Old Needles allowed this, Neos requires an actual address to be entered be...

We have an attorney and a paralegal assigned to each case. We would like to see at the top of our case ribbon all staff that is assigned to the case.

Trying to type in a date should not be this tedious - anywhere. Have to backspace or have a calendar pop up that is literally years of clicking through is just... tedious.

Currently you can only select one party in the Counsel Tab that shows who that attorney represents. Multiple cases the attorney represents more than one party. It would be beneficial to be able to select multiple parties to accurately show who the...

It would make using the outlook add-in more intuitive if we had the ability to search note topic and document type/category.

Currently in Neos, there is not an option to view notes from either the note flyout menu or as a column for the grid on the case docs tab like there was on Needles. This was extremely helpful to see as a column without having to view the detail view.

Currently, if you select an end date and try to change it the filter will mark the second selection as the start date. The filter should allow us to reselect the end date without it changing the start date upon the second selection.

Similar to blue refresh button on Checklist tab - this would be the easiest way to refresh Notes, Messages and Intakes

Neos should search automatically for the incoming email address when posting to Neos so that it brings up a client's case automatically without extra searching.