Ideas & Enhancements
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Dark mode

please make your website compatible with dark mode. much of it cannot be read with the black writing on a black back ground and the cases will not go black at all which defeats the purpose
Guest 3 months ago in  1

Multiple phone logs open in Communications Center

Need to be able to have multiple phone logs open in Communications Center, as I am often not finished typing my notes from one phone call before I have to take another call. Then I go back in and finish my notes later. It appears I must click save...
Guest 12 months ago in  0

Need an ability to prevent people from accessing SharePoint.

There needs to be a way (permission) to prevent staff from accessing the SharePoint folder from within Neos. A control for deactivating the button to access SharePoint. THIS IS CRITICAL - PLEASE
Guest 7 months ago in  1

Ability to send documents from Case Docs tab to DocuSign that will also send the tagged document via SMS, not just email.

When sending a docusign through Case Docs Neos, it doesn’t allow for SMS like it does using a template. We really need this capability. We do a lot of docusign docs that aren’t templates.
Guest 7 months ago in  1 Future consideration

Adding another staff assigned on Case Ribbon

We have an attorney and a paralegal assigned to each case. We would like to see at the top of our case ribbon all staff that is assigned to the case.
Guest over 3 years ago in  4 Already exists

Bates Stamp in Neos

The Bates Stamp feature in Adobe/ Neos needs to match the Adobe desktop version and not require all of the fields given. Our firm likes the Bates to be short (usually the client's last name) and Neos requires text, prefix and suffix to be used whi...
Guest 12 months ago in  1

Neos - Automatically Update Checklist Status from Blank to Open

Whenever you have a checklist item to a primary checklist that doesn't have a due date, the status of the item is considered: Blank; however, whenever you set the date to a checklist item the item remains as status: Blank. It would be best to chan...
Guest over 3 years ago in Checklist 2

Outlook plugin: file emails in outlook

Move any filed emails using the Neos plugin to a "Neos" folder - similar to how Trialworks plugin works. Or better - be able to specify folder.
Guest 3 months ago in  0

new notification

The attorneys to get a new notification every time a new case is put into their name.
Guest 4 months ago in  0

Mass Update All Cases to Add ALLUSERS and TYPISTS Emails to All Cases

Our firm sends out information to every staff member by sending it to an allusers shared email and to our typists by the typists shared email. Would be useful to not have to type in the address every time someone wants to send a document internally.
Guest 7 months ago in  2