Ideas & Enhancements
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PLEASE Add a default Reminder to the Primary Checklist!!!!!!

In each case you can add a reminder to each item and you'll get a notification via email or Neos, your choice (in settings). However, to go into each new case and set all of these reminders is tedious to say the least! The Primary checklist should...
Guest over 1 year ago in Checklist 2

Ability to search for ONLY open files / search default to open files

When searching for cases, please provide an option to filter out closed cases or leads etc... Or make the results default to open cases only. So much time is wasted accidentally pulling up closed cases or saving emails etc. to closed cases, and th...
Guest about 1 year 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

Negotiation Screen

The negotiation screen is sortable by date, but it also needs to be arranged in order per day, by time. Some cases have several rounds of negotiations in a signal day that need to be tracked, and they do not appear in the order of the offers and d...
Guest about 1 month ago in  0

Neos - Electronic Filing - We need to be able to upload documents directly from Neos to the Court system website for e-filing

Currently, the process to upload documents to a court website for e-filing is to download all documents and exhibits (could be over 20 or 30 documents), and then upload them to the court website. It would be much easier and efficient (and less roo...
Guest 9 months ago in  4

Ability to add multiple staff to a checklist reminder

There needs to be an option on a checklist item to enable multiple staff on a case to get the reminder, as well as an option for all staff on a case if needed. We often have teams that work on a case and having only one user get the reminders is n...
Guest about 1 year ago in  1
100 VOTE

Have cancelled or rescheduled calendar entries removed from the calendar screen, or marked as cancelled or rescheduled?

This would be beneficial for users, because they could clearly see if a calendar event is cancelled or rescheduled.
Guest almost 4 years ago in General 5 Future consideration

Integration with CallRail

It would be very beneficial to have an integration with CallRail to be able to better track calls. The integration should pop call information into intakes automatically.
Guest 14 days ago in  0

Add a way to select a case that is not currently in an open tab from the create time entry button window

When you click "create" then "time entry, a window will open to add a new time entry, but currently only lets you select a case that is currently in an open tab in Neos. Please make it so that you can select any case whether it is in an open tab o...
Guest 14 days ago in  1

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 28 days ago in  0