Ideas & Enhancements
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Having the ability under a case to add documents to a linked party

The goal with this is to help create a folder structure/SharePoint container that has all of the pertinent information in a case but allows us to separate the information for each Party role like witness/defendants/etc.. under that case. This woul...
Guest over 1 year ago in  1

Adding the ability to have an announcement pop up at login or schedule time.

As everyone’s workforce is changing being able to notify everyone about an event or just post important information it would be helpful to have a spot under the Firm Preferences to have an announcement pop up at login or schedule time.
Guest over 1 year ago in  0

Adding the ability to Print or export to PDF to every screen

There are so many times that come up when just exporting or printing options would come in very handy. For example, while on the checklist tab when all we want is the Case header and the current filtered view. Or how about when you select multiple...
Guest over 1 year ago in  3

Add Note field for Phone Numbers

Add ability to write a note/comment next to the phone number on the Party/Provider tab if additional information is required (note: this would be instead of using the EXT field)
Guest over 1 year ago in  0

Allow for editing or deleting Neos Intake Pro dashboards

When upgrading to intake pro, we are able to view "Intakes Overview". In there are 3 dashboards: Intakes By Stage, Idle Leads, & Intake Checklist. These are very useful tools, however there is space for greater utility if we are allowed to edi...
Guest over 1 year ago in  1

Bring back the previous and next arrow in value entry screen

We used to have these arrows to switch between entries in the value tab. The benefit of the arrow is an example When a user enters case expense with a DTF entry they can use the arrow to quickly go to the DTF entry, rather than exiting out and re-...
Guest over 1 year ago in  0

Longer Comment Section for Insurance tab - only allows 500 charaters

Remove limit of chcharactersaraters for comment section
Guest over 1 year ago in  1

Neos Notification Center - Ability to set your preference on how long a notification stays in the Notification Center

This is useful for people who may want their notifications longer than just 15 days.
Guest over 1 year ago in  0

Ability to use PDF Editor of Choice

PDFs have become a huge part of law firm workflow. Not just reading and printing, but editing them (i.e. bates numbering, redacting, etc.). There are many other PDFs editors on the market beyond Acrobat, and since Neos forces us to use Sharepoint ...
Guest over 1 year ago in  1

Neos - Merge Template Creation for Lists

When I am tagging a list to a merge template, I would like the ability to create column headers, as well as perform calculations at the bottom of the table (such as totals or sums for the columns). In its current state, the list features doesn't s...
Guest over 1 year ago in  0