Ideas & Enhancements
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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 8 months ago in  0

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 about 1 year ago in  1

Have an indicator of who is working on the same tab you are and have 2 people save their options at the same time.

It would be very helpful if there was a way to determine if someone else was working on the same tab as you and your changes may not be saved, similar to the screenshot I attached. And also be able to have multiple people save their changes withou...
Guest 3 months ago in  0

Customizable Columns in Staff Directory

Currently, most areas of Neos where there is a list of entries there is also an option to modify the columns. On the staff directory there is no ability to modify the columns. It would be very helpful to have the column chooser functionality avail...
Guest about 2 months ago in  0

New calendar event default time increment to 30 minutes instead of 15 minutes

Firm only schedules events in 30 minute increments so it would be beneficial for the calendar to default to 30 minute increments instead of 15 to not have to change it manually
Guest about 2 months ago in  0

Have an option to open the special note full screen

An option to open the special not full screen so it can be seen in its entirety. Scrolling is very difficult when trying to see the entire note.
Guest 3 months ago in  2

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

Export NUMBERS to Excel

number cells are exported as text, they need to export as numbers
Guest about 2 months ago in  0

Value tab reports in excel spreadsheet

Maybe it's already possible and I did not see it, but I would like to be able to download any settlement memo report in excel. not just PDF
Guest about 2 months ago in  0

Value Tab

Please bring back the ability to group value codes together and have them stay that way after you make the change. Every time you exit out of value tab the sorting you just changed goes away and it sorts them in a way that doesn't even make any se...
Guest 7 months ago in  2