Ideas & Enhancements

When using the QB integrator, it would be helpful if the add DTF option could not be turned off (so staff can't accidentally toggle it to the off position).

If checklist items in an auxiliary checklist are dependent on a case date, they should not populate as new items whenever the date is changed. Instead, the existing open items tied to that case date should be updated to the new date, and any item...

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. ...

Edit PDFsCurrently in Neos, when opening PDFs you have the ability to open them using Adobe Acrobat DC, however once the PDF is edited it will not auto-save directly to Neos the same way Word docs do. This is an inconvenience to have to save the P...

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 n...

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 add...

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.