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Click into case from Neos Message

Emailing documents from needles doesn't also tag that email when sending. There is no record of the email unless the user goes into their sent folder and tags it. The email should tag automatically or its not really useful to require extra steps t...
Guest almost 2 years ago in General 0

Filtering Dashboard by "Our Client"

Would like the option to filter dashboards by "Our Client" checkbox on the party tab.
Guest over 1 year ago in General 15

Neos - Drag & Drop Documents - Allow for name change

Allow the ability to change the name of the document when dragging/dropping to the docs tab
Guest over 1 year ago in General 8

Allow users to add, edit, or remove Settlement memos

It would be much more efficient if users could add, edit or remove the settlement memos just like the templates. I am not sure why that was changed from Needles 4 to Neos but it is frustrating when you need to change one sentence but have to go th...
Guest over 1 year ago in General 0

Word Templates Add In for Mac Users

Currently there is no add -in for Mac users to code their own templates.
Guest almost 2 years ago in General 1 In Development

Party/Case screens require a lot of scrolling for information

Every single screen you have to scroll miles to get to the information you want. In previous versions, you were able to see most everything you needed right when you opened the party or case screen. It would be nice to adjust the box sizes in the ...
Guest over 1 year ago in General 4

Allow different color coding for calendar appts

Allow the Neos tag in Outlook to be different colors for calendar appts. Before Neos we would color code our depositions, hearings and trials with different colors so they stood out in Outlook. But now with Neos it only allows for them all to be red.
Guest over 1 year ago in General 0

Dictation in Neos

It would be amazing if the option for dictation were available for the busy attorney to be able to note or add details to the case file hands free. We here at Brent Adams and Associates would surely take advantage of such an option.
Guest over 1 year ago in General 1

Outlook Tagging to Neos - Ability to see which cases are companion cases

A feature that allows users to see the companion case group a case belongs to will help users identify the cases, especially those with clients who have multiple cases, without having to memorize the case number when tagging emails from the Outloo...
Guest over 1 year ago in General 0

NEOS: being able to export the settlement memo in a Word document format for further modification

The firm/user want to be able to export the settlement memo to word so they can modify it further that way they can use it for their own benefit.
Guest almost 2 years ago in General 1 In Development