Ideas & Enhancements
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Total Item Count

Should be able to see how many items are in a list automatically without having to count each line item or run a report. For example, how many items are in my Checklist Summary for the day? If I navigate to Browse Cases and filter by staff and cla...
Guest over 3 years ago in General 6 Future consideration

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

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 6 months ago in  1

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

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 5 months ago in  5

dedicated advanced search button

If we could get an "advanced search" button next to the search bar (next to the "Create" drop down), it'd save clicks AND remind folks that Advanced Search is available.
Guest 24 days ago in  0

Batch print

We need to be able to batch print from Neos. Maybe I am missing something, but we should be able to print numerous documents from the case docs screen once generated and bulk print either by opening them up in Sharepoint or allowing open in Word a...
Guest over 1 year ago in  2 Planning to Implement

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

When sending documents from case tab, Let us know if the file is too large to send!

When e-mailing a large document from Neos, if there is an issue with the document size, Neos should give us a pop up of this. Outlook has a file size limit of 20 MB or less which causes Neos not to attach a file over this size. Then, it looks like...
Guest 25 days ago in  0

Provide for "if, then" logic to generate tasks in the checklist

Allow a task to be generated based on whether something has or has not occurred. This would enable tasks to be generated only if something has not happened (a client or another firm has not returned a required document by a specific date or after ...
Guest 2 months ago in  0