Ideas & Enhancements

Sorting order of the integrator does not transfer to QuickBooks in the same order

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...

User has a hard time trying to filter for checklists, because only Blank, Open, Done, Open/Done filter options are available for Status. The user needs an all-inclusive Status filter that includes All (Open, Done and Blank) Alternatively, the user...

It would be nice to be able to create document tags as you need them (self building list) rather than having to pre-populate a minidirectory with them.

In the case where a user does not have permission to view Case Type Settings, it would be nice if the ability to see which child items come after a parent item. Even when marking it done if there can be a pop-up confirming which items has been added.

Especially helpful for discovery that had document production or pleadings and motions with attendant exhibits.

There is an option in the checklist to group items by different information. At the moment, there is no way to do that in other list tabs like case documents or case notes. It should be an option in those tabs as well.

It would be nice if you could set a status for the calendar to default to when you are adding a new item.

Remove the 'add Note' button from the head of the case - when suers are on the Notes tab, it is confusing because they think that is where they are supposed to cliek to ad a note.