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Neos: Certificate of Service Paragraph should include email

The Certificate of service is a very important part of document creation. Each and every document that is filed with the court or served on a party must have the certificate of service. This cuts across ALL jurisdiction.
Guest 2 days ago in  0

Color Code the Calendar For Different Events

We need a color coding system for fast checking. I think that we could merge the current system with an updated color coding system by having a person's initials on the side, but then have the whole box change based on the activity. That way there...
Guest 2 days ago in  0

Drag/Drop files directly into the currently selected case folder, including sub-folders

Add an option to drag/drop files to the folder that is open in Neos rather than or as an alternative to requiring Document Type and Category to be selected
Guest 2 days ago in  0

Neos | Add the ability to view notes individually if they are within a thread/email chain.

The recent Neos update changed the notes tab to allow for email threads to be tagged and viewed. We would like to have the ability to toggle this functionality or to at least view each email in the tagged thread individually instead of having to s...
Guest 3 days ago in  0

Neos - Add counts in Settings > Staff > Staff Profiles

Add counts of # of users logged into Neos, # active "Neos Users", and # of active "Active" profiles at the top of the screen that is always visible. Larger firms have a hard time determining if their Neos and Active Users counts match their subscr...
Guest 3 days ago in  0

Neos | Allow users to add custom values to a mini directory for Provider Card phone types.

We would like to add several new phone type categories to our provider cards and would like to do this without having to manually enter the data on each individual provider card. It would be helpful if there was a Mini Directory for this phone typ...
Guest 4 days ago in  0

Include client name on case note print out

When you print out a case note, the client name is not on it. I have to manually write it on there. It should include the client name on the print out.
Guest 5 days ago in  0

add ability for value totals to appear in merge letters like needles used to

While recoding our microsoft word and pdf letters, we no longer have the ability to insert a total value of all items with a specific code. We used to be able to do this in needles. We've even reached out to a trainer and was told that isn't an op...
Guest 5 days ago in  0

You should be able to pull document templates while an intake is still listed as a Lead.

Correspondence gets sent to intakes to follow-up on paperwork and a case for this person is typically not opened until the client signs a retainer/ Power of Attorney. However, the way Neos currently operates, you have to make a Lead into an open a...
Guest 6 days ago in  0

Bulk update value code in Time tab

I need to change several time tracking entries from ATTYFEES to TIME. It would be nice to it in bulk.
Guest 9 days ago in  0