Ideas & Enhancements
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Needles 5.0

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The ability to run reports for the checklist by the individual who assigned the task for the particular person the task is assigned to

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Guest 10 months ago in  0

Merge information to a pleading, correspondence, discovery responses, demands based upon the data entry already in neos.

In this manner, the user does not have to enter information into an authorization every time one is needed. Additionally, prepare correspondence with the recipient names and address and user's signature on document and/or discovery. Being able to ...
Guest 10 months ago in  0

Need the Ability to Test Templates Prior to Saving it as a Template

Need to add a Test function to the Word Add-In to ensure that the template being created bookmarks work and formats as expected PRIOR to saving the document as a template. Nothing like having to save a template in Neos, go to a test case, generate...
Guest about 3 years ago in General 0

Make the Global Menu Bars (Main menu left & Top menu Search) the same darker color

This would be helpful for users to easily distinguish the Global menus available in any screen in Neos.
Guest 10 months ago in  0

Provider Information - More info when searching from tabs

Add ability to pull in more information when searching for a provider on a tab so you can see additional info about that provider. Also allow ability to see more information on the actual tab about the provider (like notes).
Guest over 1 year ago in  0

Group Checklist Summary by Client

On the Value Tab you can have it grouped by Med, LIEN, ETC. I would like Checklist Summary to be able to be grouped by clients to where it condenses down my checklist but shows me how many items are due for that client in the date range entered. I...
Guest over 1 year ago in Checklist 0

Neos - Ability to send Case Note via Neos message

Sometimes instead of tagging someone in a Case Note, a private message needs to be initiated regarding that note. We can send it to email, but not via Neos messages to keep all communication within the site.
Guest about 3 years ago in  1

ability to save multiple emails at a time from outlook to Neos

Ability to save multiple emails at a time from outlook to Neos. and the .msg going from outlook to the case folder without having to create a new folder . This was a feature in trialworks where you could open the .msg in outlook and was promised f...
Guest almost 4 years ago in Messages 0

Add the code description to the Class Code drop-down window

Add the code description to the Class Code drop -down window. This would help users to select the correct class code for each case - not everyone is familiar with the description for every 3-character class code. This would be helpful for all staf...
Guest about 3 years ago in General 0

Cloud - Change Red Flag note from "add note" to "red flag"

The label for the old “red flag” screen is now called “add note.” It’s confusing – at least at first. I think that it should go back to “flag” or something like that. The “add note” tab, wrongly suggests that one is adding a case note – instead of...
Guest almost 4 years ago in  0