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Ideas & Enhancements

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Copy/Duplicate Cases

It would be beneficial if we could duplicate a whole case to make a new one from it, instead of being able to only copy certain tabs to a case.
Guest over 1 year ago in  5

RingCentral call notifications and logs need to contain call information

Such as Caller Name, Phone number, Case number, etc. Currently the log and notification doesn't give any info so it's useless as designed.
Guest 3 months ago in  0

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...
Guest over 1 year ago in  3

Neos - Checklists with Documents should not automatically populate the documents when marked Done

A repeating checklist item that contains a merge template, for example, should not be generated each time the checklist is marked done and reset. It is unnecessary and creates duplicative templates. Instead, the user should decide whether they wan...
Guest 5 months ago in  2

Ability to create a TODO item from a case note

Ability to create a TO-DO or F/UP directly from a case note instead to having to navigate to checklist, add and then type
Guest 8 months ago in  2

QuickBooks Integrator - Memo Field populate with the client's case number/client name first in memo field

When posting from the Integrator the memo field needs to populate with the client's case number/client's name before the memo information. This is how Neos previously worked and is now reversed. Our State Bar requires the client's name on every ch...
Guest about 1 year ago in  1

Add option to save checklist layout when rearranging the columns or adding columns to view

To make it more streamlined when opening the checklist tab have it save the user preferences for width, arrangement, and added columns in the view
Guest 11 months ago in  4

Saving changes to PDF forms

I have the premium package, and I can't save edits to PDF form fields. Not sure why; any tips?
Guest 3 months ago in  2

Neos Outlook Add-in topic filter as we type

When we attempt to tag an email to a case the topic detail currently does not allow for filtering while we are typing. This causes a ton of scrolling to try and find the topic that best fits the content of the email. All we would like is for the l...
Guest over 1 year ago in  0

Case name in Search Result Box

Case are known by the case name, yet the case name is not in the search result box. We may have a client who has a number of cases, so knowing the client name is not helpful. Some plaintiff names are common, Mary Smith, you need the full case name...
Guest 7 months ago in  0