Ideas & Enhancements
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Needles 5.0

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Expanded functions between LawPay and Neos.

LawPay does more than invoices, can the scope of the integration be expanded upon between Neos and LawPay? Recurring billing and the like?
Guest 7 months ago in  2

ABILITY TO CHANGE ATTACHMENT NAME WHEN TAGGING EMAILS TO NEOS

Most of the time attachments come with names that are not appropriate, we have a specific name we give to documents and it defeats the purpose of having to go back to the system, look up the folder and rename the document when it could have been d...
Guest 9 months ago in  0

Add a topic for tag to emails

please add the topic "Discovery" and "medical records" and "Authorizations" to the drop down list when tagging an email.
Guest 6 months ago in  2

search name pop-up window information outlook v NEOS

Please add the full case name to the pop up window in NEOS-Outlook has it. This is because we have the main client, and many matters for the client. At a glance, when searching in NEOS, we can't be going through 21 (or 80 or 100) names of the same...
Guest 6 months ago in  1

Re the end of Jan 2022 search capacity update: Please alphabetize the results; Lastname, Firstname. It is time consuming to scroll thru a million last names of Smith. Additionally fix the "Please add more details" link/section in this "Ideas & Enhancements" area. It does not open, allow me to enter any characters & the "attach files" link does not function. Hence, this resulting long entry.

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Guest over 2 years ago in  1

Neos - Default Search Selection

Default Search Selection, Would like there to be a way to select a default search setting per user for those who like to search by case number or any other options available. (All, Name/Aka, SSN, Case #, Alt Case #, Email, Name ID, Any Phone, City...
Guest almost 3 years ago in Search 1

Changing "Contact" to "Company" in a Person Provider Entry Address entry

When adding an address to a provider that is a person, there is no field for "Company." There used to be, but it seems to have been replaced with "Contact," which is a little redundant in a provider entry that is an individual. The contact is the ...
Guest over 1 year ago in  0

Make it easier to track credit card paid case expenses for bookkeepers/accountants

There is no easy way to mark a case expense paid via a firm credit card for tracking in Quickbooks and takes quite a bit of a work around in both NEOS and Quickbooks
Guest about 1 year ago in  0

Option to open a case in Neos that an email is tagged to from outlook

Add a button to the outlook insert tab that will open a case in Neos that the selected email is already tagged to. Users would not have to pull up the add-in to see the case that the email is tagged to and then search it up in Neos just to open th...
Guest about 1 year ago in  1

Be able to see if another staff member tagged an email

It would be extremely helpful to be able to see if another staff member already tagged an email. Without this, we have to check the NOTES tab to see if it is in there already.
Guest about 2 years ago in  0