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"Save to NEOS Tab"- Add a tab to Word to save a new document directly to NEOS

Currently, a document created in Word must be saved to the desktop and then dragged into NEOS for saving in a particular case. Adding Word integration via plug in to incorporate a tab which one can "Save to NEOS", select the case, category, etc. w...
Guest over 1 year ago in Integration 5 Planning to Implement

One Step Emailing from Needles

When emailing a note from Needles, you have to create the note, save the note, open the same note, and then send it out. It would be easier to have a one-step process to export the note to your email or to use the 3 dot system that was previously ...
Guest over 1 year ago in  28 In Development

Need a way to prevent text message replies from clients to not be delivered via imessage.

Currently, when a client responds to text message sent from Neos, the response is sent to the Neos user's respective email address. However, if both the text recipient and the staff person sending the text from Neos are in each other's iphones as ...
Guest about 2 months ago in  0
104 VOTE

Neos: Scan document directly to case

Having functionality to scan document from scanner directly to a case instead of scanning and saving to local computer first.
Guest almost 2 years ago in  7 In Development

"Add Note" feature for Providers

The "Add Note" feature would be very useful if added to Providers and not just "cases." Especially with lack of ability to search "user-defined" fields in Provider Advanced Search. It would be nice to easily have notes on a provider such as: "Only...
Guest 4 months ago in  0

Photos attached to an email need to be recognized by Neos and added to the Document tab when posted to a file

Functionality from Needles 5 should work in Neos and allow emailed photos to be attached to the Document screen - We should not have to save the photos and attach them one by one to the Document Tab;
Guest 4 months ago in  1

Comment/Note on Checklist Items

In "details" of a checklist item there should be a text box (labeled "comments" or "notes") where people can add details, updates, notes, etc. about a checklist item. Currently, my firm adds this info to the task name, but that leads to long, run ...
Guest over 1 year ago in Checklist 9

Print option in each tab. There should be the ability to print in whichever tab I’m in without having to go to reports and printing.

No description provided
Guest over 1 year ago in General 1

Neos: Certificate of Service Paragraph should include email

The Certificate of service is a very important part of document creation. Each and every document that is filed with the court or served on a party must have the certificate of service. This cuts across ALL jurisdiction.
Guest 8 days ago in  0

More fields available when saving a document to docs tab

Documents have many fields availalbe but not durinig the saving process. We would like the have the ability to place a document date in while saving instead of opening each one after the save to alter it.
Guest about 1 month ago in  0