Ideas & Enhancements
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Single Spacing in Notes Tab

As of now, the spacing in Notes is double-spaced. It is more beneficial to have notes single spaced so it's easier to read and doesn't look like multiple rows/paragraphs.
Guest about 3 years ago in General 2 Future consideration

When Creating an Email inside NEOS you should not have to tag that email in order for it to save.

We had TrialWorks and when you created an email inside TW, there was no tagging, nothing. You created it inside it was automatically there. Also people responding to that email (inside the firm) it would also be saved in TW, no tagging needed.
Guest 9 months ago in  1

The insert "full address" in document coding adds two spaces between the state and the zip code.

Would like to get the bug fixed.
Guest 24 days ago in  0

Ability to individually move day-of checklist items freely up and down the checklist.

When on the dashboard, it would be very helpful to be able to arrange checklist items by clicking and dragging into the desired order. This would allow us to be able to put most urgent/top priority items at the top of the list and creating more da...
Guest 24 days ago in  0

Excel Templates

We have several documents we use often that are in excel (ie, calculations of deadlines based on the trial date, etc.) that we would really like to have as templates in Neos.
Guest over 1 year ago in  0

To be able to email the intake to the referral attorney.

I would like to be able to email the intake directly to the attorney that I am referring a case to. That way I can track it and also get updates from that attorney etc.
Guest 3 months ago in  0

Browse Documents - Please add case number and a link to the case

Right now there is no way to determine the case number the document relates to. It would be even better to have an option to jump to the case.
Guest 3 months ago in  0

Color Code Staff in Dashboard Tiles

For dashboards that can be grouped by staff can the color assigned to the staff be made consistent throughout the dashboards? Currently dashboards appear to be assigning colors from the top down. So if there are different staff results in differen...
Guest over 3 years ago in General 18

Neos texting: send a text to anyone in the address book

Right now you can only send a text message to a party in a case. We want to be able to text back and forth with other contacts like witnesses who are not parties. Right now it is confusing because in the clickable contacts list I can select the ce...
Guest about 1 year ago in  2

attaching documents to an email thread or new calendar event

There needs to be a way to attach a document to email that is in your inbox already or a calendar event. It shouldn't be that I can only send an email with an attachment that I create myself on the neos website. Right now, if I have to respond to ...
Guest about 1 year ago in  1