Ideas & Enhancements
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Neos - Default Party Role Setting

Would like the setting to select which role a party will be defaulted to rather than having to change from "Neos Default" to "Plaintiff". Firms would like to have the ability to choose which role is selected as the default.
Guest almost 3 years ago in  1

Document types and categories

It would be useful if you didn't have to choose a document type to be able to choose a document category when adding a document to a case. Not everyone uses a document type.
Guest almost 3 years ago in  0

Implement Integration with Microsoft Excel for settlement sheets

The settlement memo doesn't really work the way that we like so I have a settlement sheet template that I made in word. It generates the case expenses, medical bills (charges and amount owed) and attorney fees along with our language on our letter...
Guest almost 3 years ago in  0

Dormant - Marking Case as Dormant

Browse Cases - there should be a way to remove the cases marked as dormant from an open status so they do not appear on the open case list. Instead it requires you to mark the dormant to see only “dormant” cases separate. You should be able to see...
Guest about 2 years ago in  0

Ability to Generate a Custom Bill for Attorney Time and Expenses

We would like the ability to generate a custom bill in Word for our billable files directly from Neos rather than pushing the time and expenses to Quickbooks or another financial system.
Guest over 1 year ago in  0

Settlement Memos Saving into Case Docs

Please code Neos so that any settlement memo generated is automatically saved into the Case Docs. Right now I have to save the document in an outside folder and then move it into the Case Docs. This is a very unnecessary extra step that is forced ...
Guest about 2 years ago in  1

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 9 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 9 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 9 months ago in  0

Neos Assign Categories bases on Document Type

Currently Neos Document Categories are available for all Document Types. It would be very helpful to be able to section/assign specific Categories that are specific to Document Types. The current availability of all Categories regardless of Type i...
Guest about 2 years ago in  1