Ideas & Enhancements
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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

PLEASE Add a default Reminder to the Primary Checklist!!!!!!

In each case you can add a reminder to each item and you'll get a notification via email or Neos, your choice (in settings). However, to go into each new case and set all of these reminders is tedious to say the least! The Primary checklist should...
Guest over 1 year ago in Checklist 2

We need a way to "Flag" important notes

Notes can be searched but it is too easy to miss or forget important information -- There needs to be a way to "Flag" important notes so they will stand out and can also be searched on that criteria; Different color Flags would make them even easi...
Guest about 2 years ago in  3

Bulk Action option to mark multiple items as N/A in the Checklist Summary

It would be convenient to be able to have an option to bulk mark items in the Checklist Summary as 'N/A' instead of marking each item individually. Please consider adding this to a future update to Neos.
Guest 9 months ago in  5

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

Bring back GROUP in the value tab.

Bring back GROUP before we have to change software. This makes our work 10 times harder.
Guest 8 months ago in  4

Outlook Add-In: Tagging More than One Email at a Time

It would be a time saver for those who receive a lot of emails to be able to tag more than one email at a time. Currently, it only allows you to select a single email and tag it to a case. When multiple emails are selected, the option to tag is re...
Guest over 1 year ago in  6

Column sorting in Case Docs - Folder View

Documents cannot be sorted by ANY column when using the folder view in case docs tab. You have to use the list view, then also filter by the category. Folder contents should be able to be sorted, especially by date, as that would almost give a doc...
Guest almost 3 years ago in  0 Unlikely to implement

Bulk Checklist Update

ability to select multiple codes at once and update them or delete them through bulk actions
Guest almost 2 years ago in Checklist 7

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 about 2 years ago in Document Management / Integrations 1