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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 almost 2 years ago in General 8

Mass Texting Messages

Mass Client Texting
Guest over 3 years ago in General 1 Planning to Implement

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 almost 2 years ago in General 0

Ability to convert or make copy of a word document to PDF directly

At our firm, we know that a letter was sent out if there's a PDF version of the letter instead of a Word version. Word version is draft, and then we turn it to PDF to finalize. The ability to be able to creat a PDF copy right from CaseDocs would b...
Guest over 1 year ago in General 0

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 almost 2 years ago in General 0

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

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 almost 2 years ago in General 4

Cloud: Add Shortcut for Folders instead of individual files in case docs

it makes it easier to open up a folder and navigate to the file instead of opening file by file
Guest over 2 years ago in General 1 Already exists

The Neos logo over the sidebar should take you to the Home Screen

You should be able to click on the icon and take you back to the home screen with your appointments and checklists
Guest over 2 years ago in General 1 Planning to Implement

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 almost 2 years ago in General 1