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Neos: Text Message Auto Responses

Allow auto responses to indicate when someone is out of the office. This will let the client know you may not be able to respond to them right away.
Guest 7 months ago in  1

Add new document linking ability to value tab items

We love the June 2023 release new ability to link documents to list tabs PLEASE add this to value items which is where we need this functionality the most and ASAP we need to refer to invoices, approvals for payment, the documents that get printed...
Guest 10 months ago in  1

Premium Docs: Open Editor INSIDE matter file

PDF Editor opens in a new tab, killing the case timer for the amount of time you're in there editing.
Guest 26 days ago in  0

Premium Docs: Staff Signature Needs to auto-load into PDF editor

Having to re-load a signature from a local file every time is a waste of time. PDF Editor should auto-load the staff signature.
Guest 26 days ago in  0

Be able to Fax a Document from the Case Docs Screen

Sadly, some providers still want us to fax authorizations, releases and other documents to them instead of accepting emails. It would be great if there was a solution to fax a document directly from the Case Docs Screen and post a note that a docu...
Guest about 2 years ago in Integrations 4 Future consideration

Adding the ability to Print or export to PDF to every screen

There are so many times that come up when just exporting or printing options would come in very handy. For example, while on the checklist tab when all we want is the Case header and the current filtered view. Or how about when you select multiple...
Guest over 1 year ago in  3
112 VOTE

More Details on Calendar Item

It would be nice if you could get more information at a glance from the calendar items, especially on mobile. At the moment, in order to see the notes on a calendar item, you have to open the edit section of the calendar item.
Guest almost 4 years ago in General 3 Future consideration

To have staff emails auto populate in the drop down along with the parties email in the case notes section

To be able to select staff email in the drop down in notes, instead of manually inputting email every time
Guest 6 months ago in  5

Text Message open IN CASE, not as separate tab

The way it works now, if I click on a text notification, it opens as a distinct tab. I'd like for it to open in the Text Messages notes tab within the matter file, so that timers open/don't stop, and it doesn't require additional steps to access t...
Guest 27 days ago in  0

Option to Minimize or Draft an Email

We would like for Neos to incorporate a function that allows us to minimize or draft an email. Scenario: I'm in the middle of drafting an email within Neos, but I get a call and have to source information from our environment. I am now required to...
Guest about 1 month ago in  0