Ideas & Enhancements
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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

Bulk Action to Upload Documents to DocuSign

Having a bulk action when uploading documents to DocuSign saves time and cost when sending multiple documents for electronic signature on the same case
Guest about 2 months ago in  0

Ability to create a TODO item from a case note

Ability to create a TO-DO or F/UP directly from a case note instead to having to navigate to checklist, add and then type
Guest 10 months ago in  2

Report Subscriptions: Allow multiple subscriptions

I have a need to send a report multiple times a day to more than one person. This is currently not an option.
Guest 20 days ago in  0

Intake Pro - allow party blocks to be customized and added to dynamic sections

We want to add contact info blocks for Party 2 on a dynamic section when "Add Party 2?" is answered yes. Sadly you cannot move any of the contact info blocks into a dynamic section. Please see attached screenshots showing how contact info blocks c...
Guest about 2 months ago in  0

Case name in Search Result Box

Case are known by the case name, yet the case name is not in the search result box. We may have a client who has a number of cases, so knowing the client name is not helpful. Some plaintiff names are common, Mary Smith, you need the full case name...
Guest 9 months ago in  1 Future consideration

Photos attached to an email need to be recognized by Neos and added to the Document tab when posted to a file

Functionality from Needles 5 should work in Neos and allow emailed photos to be attached to the Document screen - We should not have to save the photos and attach them one by one to the Document Tab;
Guest about 2 years ago in Document Management / Integrations 1

Add Back Neos Add-In for Desktop Version

Making templates is easier in the desktop version since the mobile version has weird formatting and will not appear correctly.
Guest 7 months ago in  0

Neos: Special Note Size Limitation - Please allow same character size as a regular Case Note

We gather a lot of data in the Special Note and find 1,000 characters is not enough to accurately display the information we need to gather.
Guest about 2 months ago in  0

Bring Back the Desktop version for the Word Add In!!!

The Word online version doesn't have all of the formatting options for letters, so you have to make the letter in the desktop version and then save it to the online version in order to add the coding for the documents. So it's like double the work.
Guest 6 months ago in  0