Ideas & Enhancements

In the case calendar and in the global calendar when a users added a event he becomes the organizer of that event. After going in the event and removing himself and saving. When he goes back in the event is still on his calendar.

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. ...

For me personally, the checklist is one of the main things I use. The entire top half of my screen in Neos just says Good afternoon in huge letters, wasting a ton of space. The other half shows appointments, but I personally don't have a need for ...

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.