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Ideas & Enhancements

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Ability to send documents from Case Docs tab to DocuSign that will also send the tagged document via SMS, not just email.

When sending a docusign through Case Docs Neos, it doesn’t allow for SMS like it does using a template. We really need this capability. We do a lot of docusign docs that aren’t templates.
Guest 4 months ago in  1 Future consideration

Be able to Fax a Document from the Case Docs Screen

Sadly, some providers still want us to fax authorizations, releases and other documents to them instead of accepting emails. It would be great if there was a solution to fax a document directly from the Case Docs Screen and post a note that a docu...
Guest almost 2 years ago in Integrations 4 Future consideration

Single Spacing in Notes Tab

As of now, the spacing in Notes is double-spaced. It is more beneficial to have notes single spaced so it's easier to read and doesn't look like multiple rows/paragraphs.
Guest almost 3 years ago in General 2 Future consideration
155 VOTE

"Save to NEOS Tab"- Add a tab to Word to save a new document directly to NEOS

Currently, a document created in Word must be saved to the desktop and then dragged into NEOS for saving in a particular case. Adding Word integration via plug in to incorporate a tab which one can "Save to NEOS", select the case, category, etc. w...
Guest about 3 years ago in Integrations 8 Future consideration
159 VOTE

Print option in each tab. There should be the ability to print in whichever tab I’m in without having to go to reports and printing.

No description provided
Guest about 3 years ago in General 3 Future consideration

Organization of the Case Tab

It would be helpful to make the preexisting fields in the Case Tab user defined. Some portions contain irrelevant information for our firm, while the current user defined field we implemented contains our need-to-know information at the bottom of ...
Guest about 3 years ago in  17 Future consideration
260 VOTE

NEOS - Dark Mode

The new design is great but VERY bright. I feel a dark mode option would be very well received.
Guest over 3 years ago in General 18 Future consideration

Neos: Ability to "pin" documents to the top of the grid in Case Docs tab

rather than having to drill down/sort, would like to be able to pin important or in progress documents to the top of the list for easy access.
Guest over 3 years ago in General 1 Future consideration

NEOS - Cross-Tab Linked Fields

It would be nice if you create a user defined field that had linked information across 2 tabs in a case type. Like a field on the case tab that also appeared on the party tab that held the same dataset.
Guest over 3 years ago in General 0 Future consideration
111 VOTE

Total Item Count

Should be able to see how many items are in a list automatically without having to count each line item or run a report. For example, how many items are in my Checklist Summary for the day? If I navigate to Browse Cases and filter by staff and cla...
Guest over 3 years ago in General 4 Future consideration