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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 about 3 years ago in General 1

Employee Action Tracking

Audit on Employee actions above Audit Reports
Guest almost 5 years ago in Auditing / General 0 Future consideration

"date created" in docs

It's not the date the document was created...it's the date it was last accessed.
Guest about 3 years ago in General 1

Neos - Add Ability to copy flat tabs

Add the ability to copy flat tabs between cases (Ex: Case Tab, Accident tab, etc.)
Guest about 3 years ago in General 0

Mass Texting Messages

Mass Client Texting
Guest almost 5 years ago in General 1 Planning to Implement

Neos - Notes - Add ability to Filter Note Topic Drop Down

Firm has many Note Topics. Firm would like ability to filter/search Note Topic Drop Down when Adding a Note and when using the Filter option on the Notes tab to search for notes
Guest about 3 years ago in General 1

Neos: is it possible for the document generation display to go away after it generated

Neos: is it possible for the document generation display to go away after it generated. During the document template generation the prompot in the corner where its loading and as well sometimes checked can it go away after it generated.
Guest over 3 years ago in General 0 Future consideration

Only Show Open Appointments on Dashboard "My Appointments"

Presently, the dashboard shows all calendar items under "My Appointments" even those that are completed or have been marked canceled on the calendar. It would be nice to only show open items in the dashboard to reduce clutter and confusion.
Guest about 3 years ago in General 0

Neos - SharePoint Link - Back on Case Tab

With the Jan 25 Update users have to go to the Documents Tab and go to Settings to access SharePoint link for the documents of a case. Users would like to have the hyperlink in the Case Tab again for easier access.
Guest about 3 years ago in General 2

Bring back the CASE STATUS or a report similar to the information provided on case status.

The Case Status provides the attorney a summary of the case at a glance. The following information is needed at a glance. Color Liability A/D Date of liability Damage rating for PD , both defendant and plaintiff Sorriano issues Limits PD $ value T...
Guest almost 3 years ago in General 1