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Ideas & Enhancements


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Adding the ability to Print or export to PDF to every screen

There are so many times that come up when just exporting or printing options would come in very handy. For example, while on the checklist tab when all we want is the Case header and the current filtered view. Or how about when you select multiple...
Guest 8 months ago in  2

Batch print

We need to be able to batch print from Neos. Maybe I am missing something, but we should be able to print numerous documents from the case docs screen once generated and bulk print either by opening them up in Sharepoint or allowing open in Word a...
Guest 7 months ago in  1 Planning to Implement

Add option to search by All when searching for a case to tag an email to from the Neos Outlook Add-in

Add the All option in the Neos Outlook add-in when searching for a case just like the option when searching for something in Neos. This will save users time from switching between searching by case number or name.
Guest about 1 month ago in  2

Neos Messaging: Ability to set an "Out Of Office" message internally

This would be helpful for people who may forget someone is out of the office and may not be able to respond to their messages timely.
Guest 13 days ago in  0

Neos companion cases - prompt me to tag or save in both cases on front end

If a case is in a companion case group, I want to be prompted on the front end every time I create a document, or tag an email, or post a note something like "do you want to add this to the companion case" and let me answer "yes" or "no." That way...
Guest about 1 month ago in  0

QuickBooks Integrator - Memo Field populate with the client's case number/client name first in memo field

When posting from the Integrator the memo field needs to populate with the client's case number/client's name before the memo information. This is how Neos previously worked and is now reversed. Our State Bar requires the client's name on every ch...
Guest 4 months ago in  0

PLEASE Add the Reminder feature 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 7 months ago in Checklist 2

Insurance Tab

the ability to rearrange the fields and add text boxes next to each for separate commenting/note taking.
Guest 28 days ago in  0
122 VOTE

"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 2 years ago in Integrations 5 Planning to Implement

Ability to change order of parties listed in Party Screen

We would like the ability to change the order of parites after they are entered in the party screen. for example..if we have 3 parties entered, can we move party 3 into the 2nd spot, moving the existing party to a different spot.
Guest 8 days ago in  0