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Synopsis screen during search

Please implement the ability to view the synopsis screen for all cases for an individual client during a search for a client/case. This function was present on Needles 4.9 and was a fluid experience that made case review seamless. With Neos, this ...
Guest 16 days ago in  3

Favorite Cases List or Frequently accessed cases

In our previous data system we were able to favorite cases in a recently accessed list so we could navigate to them faster than scrolling our case list or having to search for them each time. Is there a way to do this with the current Neos system ...
Guest 2 days ago in  2

Signature pad support

Our firm is currently using Wacom drawing tablets in a creative way to gather digital signatures from in-person clients inside the Neos PDF editor. This is obviously non-ideal but it works. We would prefer to have signature pad support for externa...
Guest 10 days ago in  1

Neos: We would like to limit who can modify a case once it has been closed.

This is helpful to retain information as it existed at the time of closure and prevent modifications after closure.
Guest 1 day ago in  0

Consolidate Value Items by Payee

There are often repeat payees for case expenses (like the state efiling system, or Lyft/Uber) that must be entered individually, making the value tab very long and cluttered on long litigated matters. Would be good if the system consolidated the v...
Guest 2 days ago in  0

Make attachment visible in Value Tab Notes

A Note created in the Value Tab, with an attachment should be visible in the Value Tab. This will help Accountants/Bookkeepers see/download/print the attachment in the Value Tab Notes where the complete value entry is visible. Right now, you have ...
Guest 3 days ago in  0
130 VOTE

Add The Ability to Group Value Codes

Add back the ability to group value items together on the value tab by value codes. This got removed in the 2023 Q3 Neos release.
Guest 5 months ago in  61

Have the provider address show in the value screen instead of having to go into the provider tab.

Sometimes we have multiple locations for the same provider and it would help to see the address in the value item and not have to click to the provider card.
Guest 28 days ago in  1

When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

When entering an event into the Holidays mini-directory, these events should be added directly into the staffs' calendars.
Guest 10 days ago in  2

Printing Calendar

It is imperative that we are able to print the calendar from Neos as we could with all prior versions of Needles! I would like the ability to print daily, weekly and agenda views of Neos Calendars!
Guest 8 days ago in  1