Ideas & Enhancements
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Federal Bar Number

Our attorneys not only have a State bar number, but also a Federal bar number. It would be great to have a Federal Bar number field.
Guest almost 3 years ago in  0

Allow exact searches to be an option

A user uses a provider often that is named SSA. When you go to search for SSA the search will pull every single name in Neos with the letter S S A in alphabetical order. So you will have to scroll through 50 names to find the actual provider that ...
Guest almost 3 years ago in Search 1

The Search box is too short for the font style.

The Search box is too narrow for the font style. It cuts off the tails from lowercase letters. Sometimes, when I come back to the box after being called away on another task, I have to do a double-take and ask myself, “Did I type a g? Or was it a q?”
Guest almost 5 years ago in General / Search 0 Unlikely to implement

NEOS- Search Parameter Default Preference

Clients would like to be able to set preference with search parameters to eliminate having to reselect after using different ones.
Guest almost 3 years ago in Search 0

Integrate with Kenect

We use Kenect for text messaging. Kenect offers us an easy way to get reviews, but additionally, we also love it because it is one number which our clients can text and our entire office has access to. The texts can then be assigned to individual ...
Guest over 3 years ago in Integrations 2

When copy and pasting an Excel Spreadsheet into the notes, what was copied shows vertically instead of remaining in column form when saved.

It would still be in the spreadsheet form, and we wouldn't have to figure out which column header goes with what information without having to open up the spreadsheet.
Guest 8 months ago in  0

Settlement view in Value tab shows CASEEXP as being disbursed out of settlement

see the attached screenshots demonstrating this in a simple example I have 1 settlement entered for $100,000.00 and I have 1 case expense entered for $10.00. As soon as I add a transaction to show the case expense as being paid to the provider and...
Guest 8 months ago in  0

View case associations for contact in Contact detail view.

It would be helpful to view all the associated Cases for a Contact in the Contact detail view. Currently if you are in a contact preview in the address book you can view associated cases, but you can not view associated cases in the Contact detail...
Guest 8 months ago in  0

Documents Tab - Automatically choose correct folder if under that Header

If you are under the Document Type Header on the Docs Tab, and you drag a document onto the tab, it should auto-choose the Type
Guest over 1 year ago in  0

Allow Options for which case is opened when searching and selecting client per staff preferences

Inside of Needles Neos, when you search for a client and double click on them to select it will open the latest case under that party's name, but in some instances it would be a time-saver to be able to choose the latest of a specific case type. S...
Guest almost 3 years ago in Search 0