Ideas & Enhancements
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Document Generation Layout

The layout of the prompts should be vertical instead of horizontal. It would be easier and more visually appealing to do so.
Guest over 1 year ago in  0

Add a Version of Case Facts into Each Case/Intake

If it is possible, please add in an option in the case/intake to make a Case Facts report like in Needles. The one through the Reports menu is a bit clunky to use.
Guest 6 months ago in  0

Intake Form with All Intake Information

Previously we received a PDF in the file with all the information the client has provided in one document. It listed their contact info, the accident summary, the police department, police report number, their injuries, what hospital they went to,...
Guest 6 months ago in  0

Two factor Authentication 7 day do not ask

Need to have a log for calendar items that are not case related. Who created, who canceled item etc
Guest 6 months ago in  0

Permission "Modify Date Closed"

We used the permission to reopen close cases in N5 frequently. in Neos, the only permission is Modify Date Closed. The problem with this permission is we need to differentiate between who can close cases and who can reopen them. Please add separat...
Guest over 1 year ago in  0

Cloud: Sub folder creation in cloud docs

Cloud: Sub folder creation in cloud docs. The firm wants to be able to create folders in cloud docs and then put files in it so its neatly rather than locating it throughout the list. They had the same concept in Needles 5 and wanted the same func...
Guest about 4 years ago in General 0

Calendar reminder longer than 2 weeks

User would like to have calendar reminders be longer than 2 weeks
Guest over 3 years ago in  2

On the browse intake screen can we add the Referred To column.

With an active referral practice it would be super helpful to have the Referred To column on the browse intake screen.
Guest about 1 year ago in  0

Search Criteria

Search Criteria - Display clients with open cases only check box.I search by name a lot. We have about 150 clients with the last name jean*, 277 open cases and and over 7000 closed cases. Std search offers no filters (Unable to get a filter windo...
Guest about 5 years ago in General / Search 1

Need client name & case number on reports

When you print a DTF Report now, there is no identifying information on the report and you have to perform an additional step to get a list of the expenses.
Guest 6 months ago in  0