Ideas & Enhancements
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Merge Fields in an Excel Spreadsheet like in Word

We would like the ability to create merged Excel spreadsheets with merge fields like in Word. I imagine Excel forms like a workers comp lien reduction worksheet that will save in Case Docs. Another would be a pro-rata lien payment worksheet under ...
Guest about 2 years ago in  1

The ability to have multiple intakes on the same case type and to import intake sheets.

The ability to have multiple intake sheets for the same case type. For example one sheet for older intakes that data still needs to be retained and another sheet for new intakes. The ability to import a intake sheet from one case type to another w...
Guest about 2 years ago in  0

Improve the "Re/Client" Filter in the messages tab

Currently the filter will only search for the first for exact results/ or in the exact order of the name. If you have in "Re/Client" column Charlie Brown and you enter the search filter Brown it will show not results but if you put Charlie it will...
Guest about 2 years ago in  0

Allow checklist items to use checkboxes/specific field responses from tabs as reference objects

I would like to be able to set a checklist item to only appear once a checkbox on a user tab has been checked, rather than only being able to use case dates and other checklist items as reference objects.
Guest about 2 years ago in Checklist 1

Intake Pro: Allow Party Name Blocks to be a Part of a Section that is Contingent upon a Question

Party name blocks on intake layouts cannot currently be added as part of a separate section. We often receive an intake from a representative person who is calling on behalf of a deceased injured party. We would like to have a question in our inta...
Guest about 2 years ago in  0

Neos - Ability to formate name in QuickBooks Export

When exporting checks in Needles, names would display first name last name. In Neos names are exported to checks with last, first. Would love to be able to choose which format I want.
Guest about 2 years ago in Accounting Integrations 4 Planning to Implement

Neos: provider card: Be able to select which account or phone number is the default contact

Currently it is not simple to change which phone number or email is the default contact. To do so you would have to delete and re-add numbers or emails to change the default. There should just be a toggle when you edit the number to make it the de...
Guest about 2 years ago in  0

Expand/Adjust the Template name column when generating a template

It would be useful if we could expand the Template name column when generating a templates. There are templates that have similar names and the main way to tell them apart is by expanding the template name column
Guest about 2 years ago in  0

Advanced Search > Using date functions (e.g., past 30 days)

I hope this makes sense, but I'd love to be able to create (and save) an advanced search using date ranges that vary based on the current date. For example, a search that shows new cases opened in the last 30 days, 60 days, etc (instead of having ...
Guest about 2 years ago in  3

Neos Messages: Have an option to make the font size larger.

In msg there is currently no way to make the font size bigger. Firm thinks it would be a good idea to make them bigger so they don't have to zoom in on the browser.
Guest about 2 years ago in  0