Create a desktop application which has a folder for each case. Documents case be saved in a that folder which would automatic sync the document in the case in Neos. After saving a document, the need to drag and drop or upload the document into a c...
Neos Today Calendar - Only show items that are Open
As calendar events are marked as Done or Canceled, they should be removed from the Neos Today calendar as they are no longer required for the day. the user should have an easy place to go to see what is active for the day, which is what Neos Today...
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...
Add Statute of Limitations column to Browse Intake view.
While I am viewing Intakes, it would be helpful to see the Statute of Limitation date. That way I could put clients with a close Statute of Limitations as high priority on which to work.
Provide a more descriptive error message in lay terms
When attempting to modify the Intake Pro "Intakes Grouped by Stage Dashboard" tile/report by clicking on View Query and adding a date range to the Intake Date Start and End dates, the user is presented with a red toast error "you can not modify or...
Ability to Generate a Custom Bill for Attorney Time and Expenses
We would like the ability to generate a custom bill in Word for our billable files directly from Neos rather than pushing the time and expenses to Quickbooks or another financial system.
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