Ideas & Enhancements
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Neos Notes Tab Layout

Please reorganize the notes tab back to the layout it was prior to the 9/27/23 update. It is now in 'side by side' view when viewing the note in full screen and we would prefer the note to go across the bottom of the screen as it did previously. T...
Guest 7 months ago in  1

Neos: easier way to relate documents

Currently, when you select the Relate button, Neos shows all documents for the case. It would be easier for our litigation team to have a filter to be able to filter out documents only in specific folders. For example, if they filed a discovery do...
Guest 5 months ago in  0

Tagging Emails

Hello all – Not sure if this is the place to deal with this but just want to let you know that taking away the feature to file (“tag”) multiple emails all at once is incredibly burdensome. In Trialworks we could file emails all at once. As lawyers...
Guest 4 months ago in  0

Improve printing compatibility and availability.

It would be extremely useful to actually be able to print the calendar, checklists, etc. without having to deal with the clunkiness of some of the report views. In the desktop version we could print a day view of multiple people side by side. Prin...
Guest about 2 years ago in  1

Text Communication Notification

The notification for a text message should only go to those that are listed as assigned to the communication, not all that are assigned to a case. We assign all staff positions for the case at the start which causes everyone to get every text comm...
Guest 7 months ago in  0

Return to the same place in a list when returning to the list view from an entry.

Currently inside of neos whenever you are to open an entry, like a note, and return back to the list, it will take you to the top of the list forcing us to search for the document again. It would be great to see the list bring you back to the loca...
Guest about 3 years ago in General 0

Neos: Add option to "Favorite" merge templates

In the instance the merge template isn't linked to a checklist item, users would find it very helpful to be able to "Favorite" their most used templates. It is very helpful when you have hundreds of templates.
Guest 8 months ago in  0

Create a "Notifications" tab on the left panel

Create a "Notifications" tab on the left panel so that you can just open up the notifications section (and leave it open) and scroll through notifications in any order without constantly having to go back in for each notification
Guest over 1 year ago in  2

Ability to monitor staff productivity/activeness within Needles

Adding a tab under the staff profile that shows their productivity for the day. This would be not be based off being logged in or logged out but more on if the cursor is active/clicking, how many notes were made for that day, how many documents we...
Guest over 3 years ago in  16 Already exists

Improve search/filter/sort functions

When searching for documents in case docs, these functions do not work very well, and they do not work together at all. It would be very nice to both filter/search and sort documents.
Guest 10 months ago in  0