Ideas & Enhancements
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Ability to select Multiple Checklist items containing documents to generate in bulk and also update the checklist items to "Done"

Please add the ability to select and mark multiple checklist items to generate the templates attached to the respective checklist items all at one time. In other words, select the checklist items that have templates attached and be able to run the...
Guest 6 months ago in  6

Value category should automatically transfer into DFT

The value category selected in the case expense entry should automatically transfer to the DTF.
Guest 2 months ago in  1

Have the provider address show in the value screen instead of having to go into the provider tab.

Sometimes we have multiple locations for the same provider and it would help to see the address in the value item and not have to click to the provider card.
Guest 3 months ago in  1

Emailing NOTE inter office - need all staff emails to auto populate

After entering a NOTE into a file we almost always email to the attorney/staff who is managing the file. All of our inter-office emails should auto populate when you go to email it instead of having to type in the entire email.
Guest 18 days ago in  0

Ability to Change Dates on Tagged Emails

In order to efficiently manage our cases in Neos, we need the ability to change the dates that tagged emails are posted. We do not save all of our emails the day they are sent or received, and we've grown accustomed to changing the dates on Notes ...
Guest 14 days ago in  0

Drag and Drop into Browse Documents

The functionality is already there; just need to add option to choose case name. Will enable us to move files into Neos much quicker!
Guest about 2 months ago in  1

All internal email addresses should pop up when sending an email through NEOS/notes tab

Currently only OC's email pops up for us. Would like to be able to type in a few letters of anyone from my office, and specifically my paralegal, and have their email pop up when emailing through NEOS.
Guest about 1 month ago in  2
270 VOTE

NEOS - Dark Mode

The new design is great but VERY bright. I feel a dark mode option would be very well received.
Guest over 3 years ago in General 18 Future consideration

Color coordinate events in Neos Calendar

I would like to color coordinate/categorize events in the calendar just like in Outlook.
Guest 6 months ago in  4

Replies to email auto tagged, and sent from Neos not OL

When replying to an email from Neos, it should reply from the system, enabling the user to be able to send documents from the case and auto-tagging the email to the case at the same time
Guest about 2 months ago in  3