Ideas & Enhancements
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Text Notifications

Allow the user to have e-mail notifications sent when a text is received rather than only being alerted inside of NEOS as you can with calendar, messages, etc.
Guest about 1 year ago in  4

Option to select "type" when creating a note from the value tab.

In value tab, you can create a note. It gives the option for selecting a topic, but it does not give an option to select type. This leads to more work forcing the user to return to the notes tab to add a type to the note they created.
Guest 5 months ago in  2

Flag Activity Feed

The addition, change, or deletion of the flag should be shown in the activity feed.
Guest about 2 months ago in  0

Please - TAKE AWAY the auto-generated documents when marking a task done.

We don't always need to generate a document when we mark a task done. We used to have the option to generate a document and now we don't. Extremely frustrating to have to X out of the auto document. Change it back!
Guest 7 months ago in  4

Case name in Search Result Box

Case are known by the case name, yet the case name is not in the search result box. We may have a client who has a number of cases, so knowing the client name is not helpful. Some plaintiff names are common, Mary Smith, you need the full case name...
Guest 9 months ago in  2 Future consideration

When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

When entering an event into the Holidays mini-directory, these events should be added directly into the staffs' calendars.
Guest 3 months ago in  3

Open cases assigned to that attorney should appear at top of search results

Many last names are very common. High volume firms could have 10+ cases with the same last name - sometimes even the first name or initial. If an attorney searches for a case by that name, any case assigned to them that is open should, ideally, ap...
Guest about 1 year ago in  7

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 25 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 25 days ago in  0

Ability to customize the Case Header with Colors

The case header color blends in with the rest of the page or information on the client case. It would be easier if the case header is a different color for fast reference.
Guest 2 months ago in  3