Ideas & Enhancements
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Allow Option to Add Case Contacts to Calendaring Function

Would be nice to be able invite case "provider" contacts in the calendaring function in Neos. Currently you can only do this through Outlook, so why would you use anything other than Outlook to calendar?
Guest about 3 years ago in General 0

Flag important notes

Would be helpful to "favorite" or flag multiple notes that contain important/helpful info to be referenced throughout a case.
Guest about 3 years ago in General 0

Add a check box to the case header to indicate if client has health insurance.

would be helpful to see at a glance if the client has health insurance - for purposes of settlement, negotiations, closing, etc. Especially if files get moved around, it's an important flag and should be easier to see than having to dig into the v...
Guest about 3 years ago in General 0

Highlighting text search information

When doing a text search report it would be nice if it would highlight the search words.
Guest about 3 years ago in General 0

Add Multiple Values after saving without having to click out and back into "add" screen

since i'm already in the "add" section and i've already saved, I feel like I should just be able to type in a new provider and assign a value and hit save again, but it will only save the most recent one i've edited and makes me exit out to the fu...
Guest about 3 years ago in General 0

Ability to Mass Update Calendared items in a case

Ability to Mass Update Calendared items in a case to change to canceled or done for when you don't want to delete the calendared items but also want to indicate that it is not an action item.
Guest about 3 years ago in General 0

Document Template - Negotiation Amount Tag Incorrect. Pulls by Adjuster Name vs. Amount

The negotiation amount tag does not display the amount as it indicates. Instead it lists the adjuster's name for each entry in the negotiation tab making it trial and error to select the correct/latest offer. This letter is used when staff runs se...
Guest about 3 years ago in General 0

NEOS- Display Multiple Time Zones on calendar items

Enabling multiple time zones will allow multi coastal firms to more easily manage appointments
Guest about 3 years ago in General 0

Add the code description to the Class Code drop-down window

Add the code description to the Class Code drop -down window. This would help users to select the correct class code for each case - not everyone is familiar with the description for every 3-character class code. This would be helpful for all staf...
Guest about 3 years ago in General 0

The way the program is currently set up, if we withdraw a plaintiff or defendant from a case, we have to delete them from the case, so things aren't clutter and confusing. It would be nice to have a box to check (like the "minor" or "client" check box) that lists "withdrawn". For example, I have a case where we brought in 8 defendants, we withdrew as to 6 of them. I don't want to remove them, as we need a history of the defendant's but I don't want another staff picking up the file assuming these parties are still involved in the case. There needs to be better options to clarify situations like this.

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Guest about 3 years ago in General 0