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Invoice Payment and GB integration for Deposit

Invoicing with the payment shown before deposit to QuickBooks. If a client pays the in person without Law Pay, the payments does not move to deposit for QB. You cannot change it. Its locked. Then you must manually enter it into QuickBooks or creat...
Guest 5 months ago in  0

Sub-sub-folders

Neos connects to SharePoint and stores Documents within the SharePoint Library. For example, if I'm generating a medical record request, SharePoint will create a "Medical" folder if the document is specified as "Medical" in the "Document Types" dr...
Guest 5 months ago in  0

Start/Stop time in reports pulling as UTC. Can the 12/31/1899 be removed as well. (Kemper)

The date is not necessary and it has to be removed from the report when exported. It would be helpful to not have the extra work. The date time is pulling from UTC, not entry time and we need the entry time. (Kemper request)
Guest 5 months ago in  0

Neos Activity Feed - It would be helpful to get more granular on changes that are made (i.e., close date)

Add filters to filter activity feed by important fields on the case type such as close date, maybe Case Name since that affects the client folder, etc. Another helpful area is to show specific changes to the party tab. Currently, no details are gi...
Guest 5 months ago in  0

More Keyboard Functionality for Messages

Normally, pressing tab brings the cursor from text box to text box (and for the most part, this is still true). However, after you enter in name for the "To:" section in an outgoing message, pressing tab/enter just deletes the name you just put in...
Guest 5 months ago in  0

Ability to add calendar events without prompting for the other assignees to accept the invitation

Our firm would like to create general events for office holidays, but when we do so it always prompts everyone else to accept the event. We would like there to be a way to push an event like this out to everyone at the firm without needing other p...
Guest 5 months ago in  1

search name pop-up window information outlook v NEOS

Please add the full case name to the pop up window in NEOS-Outlook has it. This is because we have the main client, and many matters for the client. At a glance, when searching in NEOS, we can't be going through 21 (or 80 or 100) names of the same...
Guest 5 months ago in  1

Filter by Document Type in "Add A Related Document" box

Allow us to be able to filter to only a certain document type in the Add A Related Document Box. Our firm relates all of the record requests to the medical and billing records. It would be easier to find the documents to relate if we could filter ...
Guest 5 months ago in  0

Add ability to have multiple settlements in the value tab of the same case

Increase the maximum amount of settlements allowed to a single case for cases with different settlements(like UIM settlements).
Guest 5 months ago in  0

Tasks should not generate to checklist summary after an intake is rejected.

Intake specialist will not have a long tasks list in the checklist summary that must be deleted or marked as N/A to remove.
Guest 5 months ago in  0