Ideas & Enhancements
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Create Neos triggers to use with Zapier

It would be helpful to have Neos triggers to use with Zapier Intake created/checklist marked done/ class code change / etc..
Guest about 1 year ago in  0

Bulk open intakes

Allow intakes to be changed to open cases with the bulk actionfeature.
Guest about 1 year ago in  0

Doesn't want the sidebar panel to open when clicking a provider

When double-clicking on a provider to pull up their profile, the sidebar preview panel opens every time, even though I'm not single-clicking to look at the sidebar. Then the only way to close the sidebar is to click X to close it. This is a time-w...
Guest about 2 years ago in  0

Value Tab (MEDICAL)

It would be nice to pull the any "value" reports right from the value tab. Currently, under the "download settlement memo" or "reports for case" it only lists Settlement reports to chose from; however we run a "value" report for the value tab . No...
Guest over 3 years ago in General 1

Integrations with LawToolBox for Rule Based Calendaring

It would be nice to roll out an integration with one of the rule-based calendering providers.
Guest about 1 year ago in  0

Neos CASE BUDGET Categories

Right now the Case Budget only allows for just fees, or fees and costs. We work on contingent fee (like lots of users) and really only need to budget COSTS. We also need the ability to tell Neos which value codes are considered "costs" and which s...
Guest about 1 year ago in  0

Filter Report Results

When generating a report, one should be able to filter out the results. In the picture below, I've generated a report of case listings by Alternate Case Number 2. I should then be able to filter the Alternate Case Number 2 column within the report...
Guest over 3 years ago in General 0

Ability to Copy Value Providers to Multiple Value Entries

Add ability to bulk-add multiple value entries with the same Value provider (for instance, a client has 12 visits/charges at a provider - we will need 12 value entries and would prefer not to have to search for the Same provider each time)
Guest about 1 year ago in  0

Desktop version (just like office 365)

Having a browser version is great, but it is also great to have a desktop version. Just like how office 365 is based in the cloud, but has desktop apps that fully connect to the browser version of office. It would be great to have a desktop app.
Guest about 2 years ago in  0

Value Summary - Paid by Subtotals

It appears once a case is closed in Neos, we are unable to run a "Value Summary Information for a Case - Paid by Subtotals" Report. Why is this feature not available once you put a closed date in "Closed" box? There are times we need to go back an...
Guest about 1 year ago in  0