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Ideas & Enhancements


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Have an option to close all checklist items when a case is closed or intake rejected

As is now, if you close a case or reject an intake the checklist items remain open. Giving us the option to close the remaining checklist items in bulk or giving us a button to allow us to do so would aid in keeping our checklists in order. It cou...
Guest 10 days ago in  0

Export Intake Information in PDF

Currently, users have to access their Neos account and open a new intake to see new leads and respond appropriately. To streamline this process within a firm, it would be helpful to be able to click a "Export" button which would convert the data f...
Guest 9 days ago in  0

We need the ability to have a Value block at the Intake level.

Our firm like I’m sure many others incur expenses on a case when it is still at the intake level. We need to have a Value block similar to the Address block that would allow us to enter multiple Value entries on an intake and allow for those to be...
Guest about 1 month ago in  0

How To Play: Shell Shockers

You can start the game at shell shockers , the game has a guest mode and a membership mode. For starters, the guest mode is the fastest way to start the game. At the start, you have the opportunity to choose the items that best suit your skills. W...
Guest 4 days ago in  1

Melon Playground

Melon playground is a strange game where you can completely de-stress after the stress you have to endure. Being a sandbox game means that you fully utilize your creativity to think of ways to combine the items in the game to create a combination ...
Guest 4 days ago in  1

Add Save to PDF and Print to the Bulk Actions menus

We have lots of occasions when we need to provide Notes/Case Docs/Value/other list views items to outside services/companies and without a Save to PDF or Print in the Bulk Actions menus, it is a very labor-intensive process.
Guest 2 months ago in  1

Neos Outlook Add-in topic filter as we type

When we attempt to tag an email to a case the topic detail currently does not allow for filtering while we are typing. This causes a ton of scrolling to try and find the topic that best fits the content of the email. All we would like is for the l...
Guest about 2 months ago in  0

Case Field type Money

If it is $24,864.27 (it allows a period) then it looks like 24864.27. Can we make it so that when the page is saved the system puts in the comma(s), and dollar sign?
Guest about 2 months ago in  0

Adding the ability to have an announcement pop up at login or schedule time.

As everyone’s workforce is changing being able to notify everyone about an event or just post important information it would be helpful to have a spot under the Firm Preferences to have an announcement pop up at login or schedule time.
Guest about 2 months ago in  0

Having the ability under a case to add documents to a linked party

The goal with this is to help create a folder structure/SharePoint container that has all of the pertinent information in a case but allows us to separate the information for each Party role like witness/defendants/etc.. under that case. This woul...
Guest about 2 months ago in  1