Ideas & Enhancements
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Documents Merge - Into One

Allow option to merge documents into one document without having to leave the merge process. You can only combine via PDF Editor which is another step and Premium Package.
Guest over 1 year ago in  0

Document Tags - by Case Type

Make document tags available by case type. They are currently available for all documents and case specific documents.
Guest over 1 year ago in  0

The "X" on the party screen to see other parties associated with case is confusing.

Please come up with a different identifier for listing parties on the party screen. X is typically used to exit out of something. Maybe the words "List Parties"
Guest over 1 year ago in  0

Notifications - New Documents Received

Allow a function in NEOS to notify staff persons and/or staff assigned to the file that new documents have been added - possibly by using a tag so that not all documents added would trigger an alert to the staff. SharePoint does have this ability;...
Guest over 1 year ago in  0

Tracking Support tickets or incidences

It would be extremely helpful to have a screen that allows us to see any of the tickets or incidences that we have added in the support form so we can better track what is still open and see the correspondence that has occurred. To go one step fur...
Guest over 1 year ago in  0

Case fields and mini directory detail screen

It would be beneficial to admins and layout designers to be able to click on the title of the case fields or a detail button that would show all the case types that the Case fields or mini directory are used in with out having to create custom rep...
Guest over 1 year ago in  0

Adding a Notes Report Button to the Case Notes Tab

Is it possible to make a report button in the Case Notes tab that can generate a PDF report of the case notes. Having something like the Settlement Memo button in the Value tab would be good to have.
Guest over 1 year ago in  0

How to deal with negative people?

You don’t always meet good people. There are times when you have negative people around you but you cannot do anything about it. I often like to laugh it out even at the rude remarks thrown at me but I think now it’s enough and I must deal with th...
Guest over 1 year ago in  1

Add ability to calculate interest on value items.

Our firm would like to have the ability to calculate interest on individual value items. This would save us time so that we do not have to calulate this manually outside of Needles when creating these items.
Guest over 1 year ago in  0

Are their plans to bring back the Quality Assurance aka CRM tab capabilities?

From time to time our firm plays around with the idea of bringing back the Quality Assurance or CRM tab capabilities it seems to me that this could easily a module like the intake solution in order to help Neo's customers have a better understandi...
Guest over 1 year ago in  0