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Ideas & Enhancements

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Show the cc in the Email preview side panel

It would be helpful to see the cc in the notes email preview side panel. Currently, only can see the To and From.
Guest 18 days ago in  0

Allow bulk updating in advanced search to blank

We sometimes have the need to remove a staff member from multiple cases on the case tab but we do not want to replace them with someone else. We just need for it to be blank. It would be beneficial to be able to bulk update those staff assignments...
Guest 23 days ago in  0

Browse Documents - Please add case number and a link to the case

Right now there is no way to determine the case number the document relates to. It would be even better to have an option to jump to the case.
Guest 19 days ago in  0

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 6 months ago in  5
259 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 17 Future consideration

Option to select "type" when creating a note from the value tab.

In value tab, you can create a note. It gives the option for selecting a topic, but it does not give an option to select type. This leads to more work forcing the user to return to the notes tab to add a type to the note they created.
Guest about 2 months ago in  2

Outlook Plugin: case name search

Provide option to search by case name rather than the generic "name" Or at minimum, sort "name" results by open cases, then closed cases, then names.
Guest 6 days ago in  0

Ability to tag multiple emails to NEOS

Please allow the capability to tag mulitple emails at once to a specific matter. It is too cumbersome to do one by one, especially considering the volume of emails an employee receives during the day.
Guest 3 months ago in  4

Unlimited Neos Today Dashboards

I would like to propose having unlimited Neos Today Dashboards for either the entire firm or for the admins at each firm. Neos Today Dashboards make it seamless to optimize and individualize workflows while being able to monitor KPIs for each team...
Guest 9 months ago in  3

Add last "Last week, Last month, etc." to reporting options.

Reporting Data options- Need corporate options for Date ranges. Currently Neos only has last 7 days, last 30 days. Nothing that aligns with general corporate reports required, would require a manual pull for each report needed as dates must be cha...
Guest about 1 month ago in  1