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Adding Azure single sign-on as an integration option

With the requirement of SharePoint and the office suite, it seems to me that adding Azure single sign-on is the next evolution of logging into the Neo’s portal. For the firms that already have an Azure presence and Azure security configured for mo...
Guest over 1 year ago in  0

The "X" on the party screen to see other parties associated with case is confusing.

Please come up with a different identifier for listing parties on the party screen. X is typically used to exit out of something. Maybe the words "List Parties"
Guest over 1 year ago in  0

The ability to have multiple intakes on the same case type and to import intake sheets.

The ability to have multiple intake sheets for the same case type. For example one sheet for older intakes that data still needs to be retained and another sheet for new intakes. The ability to import a intake sheet from one case type to another w...
Guest almost 2 years ago in  0

Intake Pro: Allow Party Name Blocks to be a Part of a Section that is Contingent upon a Question

Party name blocks on intake layouts cannot currently be added as part of a separate section. We often receive an intake from a representative person who is calling on behalf of a deceased injured party. We would like to have a question in our inta...
Guest almost 2 years ago in  0

Neos: Reduce the amount of clicks when Copying/Moving files from one case to another

Upon selecting a file and choosing copy to another case, I’m presented with a blank screen and a few buttons. I must click a button to perform a search for a case. (1 click too many. The search dialog should be immediately presented if there is no...
Guest almost 3 years ago in Search 1

Neos: Include the "+ Add" button in each of the calendar views

Include the "+ Add" button in each of the calendar views as seen in the Agenda view and Case Calendar.
Guest almost 3 years ago in  0

Calendar - Checkboxes for Staff Calendar, Case Dates, and Checklist Due Dates

The checkboxes for Staff Calendars, Case Dates, and Checklist due dates don't actually matter, if you click anywhere to the right of the wording, it will check the box, this causes confusion and issues. These boxes should only check if you click i...
Guest 5 months ago in  0

Logs showing changes to provider cards in Neos

Add the option for admins to see logs of users making changes to provider names/info in Neos. These logs would show the time,username and what field was specifically changed in each provider card.
Guest 5 months ago in  0

Advance Search Column Fields

You should be able to add a column for any reportable field. Specificially, I cannot add the "settlement value" from the value tab to an advance search, but somehow I can add the attorney fees.
Guest about 1 year ago in  1

Neos: Create a separate permission for the Case Header Note

Currently, the ability to add, modify, or delete the case header note is controlled by the Notes Tab permissions in the General Permissions > Case section. The firm would like to allow their staff to delete the case header note, but not delete ...
Guest about 2 years ago in  0