Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2691 of 2691

Enter button will search instead of having to click on the search button

When entering a name in the search field, would be great to have the enter key work for the search vs having to use the darn mouse
Guest over 4 years ago in General / Search 0 Already exists

Value Tab - Allow for capturing cost of postage

The value tab currently will not allow for posting of values less than $1.00; however, firms will need to be able to capture all costs no matter how small.
Guest about 3 years ago in General 1

Mention Staff within Document Notes

Would like the ability to @[staff-user] within the Notes section of a case document. This will allow users to help bring attention to a specific document within a case for review.
Guest over 1 year ago in  0

Add option to email from a case (similar to sending a message from a case), without having to include a document.

We would like to be able to send an email from a case, without needing to send a document in order to do so.
Guest over 1 year ago in  0

DocuSign - Additional Recipients

The ability to add signers that are not affiliated with the case. You can do that in DocuSign but not through NEOS. For example, when we need the attorney on the case to sign the retainer agreement after the client signs, we need to add them as a ...
Guest over 1 year ago in  0

Neos Settlement Memos - Add Settlement Note to All Items on SM

There is a Settlement Memo Note field in the Value tab, please add it back to all items on the Standard settlement memos
Guest about 3 years ago in General 0

Paragraph Feature in Intake Layout should be added to Case layouts

It would be beneficial if you could use the add paragraph text feature from the new intake layouts in the case tab layouts as well. So that if we can add in a script or instructions on each case tab.
Guest almost 3 years ago in  1

Neos - Rename 'Add Message' to 'Send Message'

When clicking the plus sign in the left band, it would be more intuitive if the 'Add Message' button read 'Send Message' - especially given the new message screen reads 'Send New Message'
Guest about 3 years ago in Messages 1

Automation PRO ability to change class codes.

With Automation PRO on the intake side of the system, you are allowed to change the stage & status. We are looking for that ability for Automation PRO to also give us the ability to automate the changing of class codes as case checklist items ...
Guest 6 months ago in  0

Bulk Actions Notes from the Advanced Search/Reports

I recommend adding a Bulk Notes feature to the 'Bulk Actions' box that appears on the Advanced Search/Reports. This would allow staff with bulk update security to post notes across several cases at once.
Guest 6 months ago in  0