Ability to add multiple staff to a checklist reminder
There needs to be an option on a checklist item to enable multiple staff on a case to get the reminder, as well as an option for all staff on a case if needed. We often have teams that work on a case and having only one user get the reminders is n...
Add a form to set permissions by individuals VS groups.
Would love if there was a feature added to where some of our leads can view staff members messages BUT limits viewing attorneys or management messages.
It would be helpful to utilize tagging within a note so a request for work product can be made, generated and reviewed all in one note and each party involved can be tagged for every step in one place within Neos. The document pertaining to the no...
The negotiation screen is sortable by date, but it also needs to be arranged in order per day, by time. Some cases have several rounds of negotiations in a signal day that need to be tracked, and they do not appear in the order of the offers and d...
Add Template Merge Options for Total of Value Items (MED/COSTS/ETC)
Neos doesn't provide a merge option in templates for total of all value items (it breaks it down by provider only). For example, when you choose "Total Value" it requires you select one provider and gives the total value of that provider ONLY. It ...
The way it works now, if I click on a text notification, it opens as a distinct tab. I'd like for it to open in the Text Messages notes tab within the matter file, so that timers open/don't stop, and it doesn't require additional steps to access t...
Outlook Add-In: Tagging More than One Email at a Time
It would be a time saver for those who receive a lot of emails to be able to tag more than one email at a time. Currently, it only allows you to select a single email and tag it to a case. When multiple emails are selected, the option to tag is re...
Auto-Fill Case Caption in "Re:" Field When Sending Emails from Neos
When sending emails from Neos, would like an option to auto-fill the case name (or other data field info), into the "Re:" field. This was an option in Trial Works.
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