Ideas & Enhancements
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Needles 5.0

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Cloud - Have post & send button in Outlook the same button

When sending an email in Outlook, you currently have to tag the email separately from sending the email. Would like to have the option, like in older versions, where you can just post & send email in Outlook and attach to the case.
Guest about 4 years ago in  13 Planning to Implement

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 over 1 year ago in  1

Add a value tab for intakes to keep track of referred out clients fees

Having a value tab for intakes will make reporting easier as cases that are referred out will not have to be saved as a case in the referring firm's Neos and have those cases come up when reporting for actual cases open for the firm
Guest 18 days ago in  0

DocuSign Status

There should be a way to quickly see the progress/status of the DocuSign document in NEOS. After a document is sent out for signature, there is no way in NEOS to know if the document was sent and the current status of that document.
Guest about 1 month ago in  0

To be able to export the value screen

It would be helpful to be able to have an export feature on the value screen.
Guest 7 months ago in  1

Neos - Ability to add Neos documents to an existing email chain.

Currently, emails can be sent from Neos to include documents from the Documents tab, but we cannot add these documents to existing email chains. It is important to keep the history of the conversation, as opposed to creating a new email each time ...
Guest 9 months ago in  0

Neos - Electronic Filing - We need to be able to save documents directly from the Court system website to the case within Neos.

It is very cumbersome and takes up unnecessary server space to have to download the documents from the court website locally, and then drag and drop into the document tab in Neos.
Guest 9 months ago in  0

text notification stacking

If a text is received and there is an unread message, if they text again, it would be nice if it would just stack that notification of unread messages instead of them each being single and separate.
Guest 3 months ago in  0

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

Email Font/Size/Color - Ability to change Neos' email default setting in Staff Profiles

Writing styles are very personal, and this extends to how our emails look and present to the reader. With Neos being a highly customizable program with an integration to Outlook--which is highly customizable as to theme fonts, size and color--it w...
Guest 4 months ago in  1