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Ideas & Enhancements


All ideas

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Being able to add CV and Reports under the WIT/EXP/DEPO Tab

Having the CV and Expert Report under the named expert would be very helpful.
Guest 4 days ago in  0

Outlook Add-In - Add ability to remember search preference

The benefit of having this functionality is I don't have to change the search for every email I post.
Guest 6 days ago in  0

Add Template Merge Options for Total of Value Items (MED/COSTS/ETC)

Neos doesn't provide a merge option in templates for total of all value items (it breaks it down by provider only). For example, when you choose "Total Value" it requires you select one provider and gives the total value of that provider ONLY. It ...
Guest about 1 month ago in  0

New Note tab on Checklist item - add to regular "notes" list as well

make it so any note added at the checklist level is duplicated to or has option to be added to the regular "notes" folder
Guest 3 days ago in  0

Show which person(s) has an open/active case(s) in first box on search option

if trying to locate a person/case with a common name but little other info, you have to click on each person to see who has an open case
Guest 3 days ago in  0

Marked redactions editable by other users

Currently, sections marked for redaction can only be removed by the user that marked them (before they are finalized.) We would like for other users to be able to remove those items marked for redaction. A paralegal may go through and mark section...
Guest about 1 month ago in  2

Neos - Text Message Response Emails

It is very difficult to post the text response to the case when the response is in an attachment. Two requests: 1. Automatically post the response to the case; or 2. Add the response in the body of the email as opposed to an attachment, so it is e...
Guest 27 days 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 2 months ago in  0

documents side window

Neos really took a few steps back after the latest release. Simply tasks are taking longer due to the design of some fields. One is the header (already submitted an idea for that). Two, the layout for the side panel on documents is a waste of time...
Guest 4 days ago in  0

Browse documents screen should include the case as a viewable field

The main browe documents screen lists all of the documents in Neos. In the first versions of Neos the case a document is associated with as field was viewable in the list. Now it's not. Without the case field, the document list lacks important con...
Guest 4 days ago in  0