Ideas & Enhancements
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Select specific value items and create new value items while in the settlement calculator window.

The settlement calculator is missing two features that could improve it: -Select which items are being calculated.-Create new value items from that menu instead of being forced to close out of the calculator, create it, and then return. If there a...
Guest 4 months ago in  1

Option to select "type" when creating a note from the value tab.

In value tab, you can create a note. It gives the option for selecting a topic, but it does not give an option to select type. This leads to more work forcing the user to return to the notes tab to add a type to the note they created.
Guest 4 months ago in  2

Make Provider Phone and Fax Numbers Searchable in Advanced Searches!

Trying to create reports that need the Providers information including the phone and fax numbers and it's not an option and it should be.
Guest 4 months ago in  0

Neos Dashboard Tiles - Save preferred layout

Currently, when you leave a dashboard and go back in, the layout of the tiles is not saved the way you had it before you left. We need a way to sort and save sort for each dashboard. Preferably, for each person who has access to the dashboards.
Guest 4 months ago in  0

Have the ability to respond to Neos messages from the note tab.

This would be helpful if the note wasn't sent to you but you need to respond.
Guest 4 months ago in  0

Remove the Donut Chart from Value Item Details

Remove the donut chart from value item details that appears after a transaction has been added. It often pushes the super important DUE field off the screen.
Guest 4 months ago in  1

Value Transaction Default Paid By/To by Value Code

Add an option to configure default Paid By/ Paid To for value transactions by value code. Adding transactions via bulk request becomes tedious to specify the Paid By/ Paid To for each transaction. No multi select & edit is available Add transa...
Guest 4 months ago in  0

Dollar values formatted with 2 decimals and right aligned

On the value tab, advanced search, etc dollar values should always be displayed with 2 decimal places and right aligned so the decimal places line up. Current formatting presents as $10.1 $100.01 $1000.1 Should be $___10.10 $__100.01 $_1000.10 so ...
Guest 4 months ago in  0

Include Email templates in Neos and not just Intake Pro

Email templates need to be available in open Neos cases and not just in Intake Pro. Email templates were available in Trial Works. We used them heavily in Trial Works and now our staff is limited to creating their own templates in Outlook. So time...
Guest 4 months ago in  0

Work Product Identification

A checkbox on documents to easily identify them as attorney work product. Ideally, this would also prevent the document from being emailed out of your firm without certain permissions.
Guest 4 months ago in  1