Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2712 of 2712

"date created" in docs

It's not the date the document was created...it's the date it was last accessed.
Guest over 3 years ago in General 1

Dictation in Neos

It would be amazing if the option for dictation were available for the busy attorney to be able to note or add details to the case file hands free. We here at Brent Adams and Associates would surely take advantage of such an option.
Guest over 3 years ago in General 1

Cloud: Add Shortcut for Folders instead of individual files in case docs

it makes it easier to open up a folder and navigate to the file instead of opening file by file
Guest about 4 years ago in General 2 Already exists

Value category should automatically transfer into DFT

The value category selected in the case expense entry should automatically transfer to the DTF.
Guest 2 months ago in  1

Signify e-mail tagged by another User on Outlook

It would be amazing if we could see that an e-mail has been tagged to Neos by another user on the e-mail.
Guest 6 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

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 11 months ago in  2

Neos Value Notes (header)

When reviewing the value notes (verifications) for each individual provider for a client, we are unable to see which providers we are looking at unless staff adds it to the top of the note. We then have to back out of the Value note and go back to...
Guest over 1 year ago in  1

Clicking twice to put in todays date needs to be fixed. Needs to have 1 click or auto fill with the date.

Could Neos auto fill with todays date when clicking it one time? Could it just take 1 click to put in todays date?
Guest over 1 year ago in  2

Add the Company ID into a shortcut

It would be great to be able to add our Company ID in to a shortcut like https://cloud.needles.com/CompanyID?CompanyID=FirmCompanyIDhere
Guest over 1 year ago in  0