Ideas & Enhancements
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Ability to Change Date Format When Coding

Want to change the date from being spelled out to XX/XX/XX format and cannot currently.
Guest over 1 year ago in  1

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

Ability to add multiple staff to one checklist item

Have the ability to add multiple staff to checklist items. Things such as SOL be added to all assigned staffs checklist
Guest almost 5 years ago in Checklist 0

Outlook Post and Send Note Date set as when Email was received/sent, not when posted.

Outlook Post and Send Note Date set as when Email was received/sent, not when the note was posted.
Guest almost 5 years ago in Integrations 1

Mass Update Primary Staff

Would like the ability to update the primary staff in bulk. Not able to do so right now.
Guest over 1 year ago in  2

Larger Photos of Client Photos and Intake Staff (instead of just a small 1 inch box)

Could we please add this I think it would be very helpful and user friendly
Guest 9 months ago in  0

A Case Tab Section Solely Dedicated to Medical which transfers into the value tab and a cast tab solely dedicated to case expenses

Can we get a case tab that is solely dedicated to medical. bills and records and another tab soley for case expenses which automatically transfers over to the value tab instead of everything being uploaded in the value tab
Guest 9 months ago in  0

make field labels easier to read with a different color than the content of the field

and, permit various colors such as a red label is a mandatory field
Guest over 1 year ago in  0

permit sending messages to an outside email

such as keeping client and/or cocounsel informed w/o having to compose a separate email after sending the message; do it once, not twice
Guest over 1 year ago in  0

permit email address groups; we can do this for messages, why not emails ?

such as: all opposing counsel; judge and opposing counsel and clerk; all clients; staff and cocounsel; these are just some of the normal groups we email every day; why should we have to manually recreate this wheel all day long ?
Guest over 1 year ago in  0