Ideas & Enhancements
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Export Intakes As PDFs

It has been requested that case data and intake data have the option to export as PDFs, like what can be done with Neos reports.
Guest about 2 years ago in  3

Neos Intakes - Add Case Name or ability to update Case Header when spelling of name is changed

Please add a Case Name field or some way to link the potential client's name to the intake header to reflect the correct spelling when a change is made.
Guest 7 months ago in  0

Put 'Add' button near back button on Value Tab

With the change of the 'back' button on the value tab to the left hand side of the screen, you now have to move your mouse to the right of the screen to click 'Add' a new Value item, whereas before the 'back' button was on the right hand side so y...
Guest over 1 year ago in  0

Email Signature with same options as on outlook

The email signature on needles is very rudimentary. I cannot adjust spacing between lines. I cannot add our logo in jpeg format (or any other format). Basically, the email signature on neos should match my signature on outlook, but this does not s...
Guest about 2 years ago in  0

"Select All" option when Uploading Documents

When you upload documents to a case on Neos there should be an option to "Select All" so you can bulk action and change the category, type, and tags of the uploaded documents. Right now you have to click the checkboxes individually to change them.
Guest almost 3 years ago in Document Management 3

Refresh and stay on the Tab.

When you refresh Neos, it would be nice it stayed on the tab that you were working on instead of going back to the Case tab as the default. Again, this requires more clicking and more work.
Guest almost 2 years ago in  2

add ability for value totals to appear in merge letters like needles used to

While recoding our microsoft word and pdf letters, we no longer have the ability to insert a total value of all items with a specific code. We used to be able to do this in needles. We've even reached out to a trainer and was told that isn't an op...
Guest almost 2 years ago in  0

Add a Group Special Permissions for access to making a case Dormant.

A lot of the time our team members make a decision on their own to make a case Dormant and we would like to be able to control who has the ability to put a case into the Dormant stage by adding a Group Special Permissions for access for it.
Guest 4 months ago in  0

Payment subtotals on value tab separated by each provider that paid

In personal injury it is very important to be able to QUICKLY see how much each insurance paid towards medical bills. It would be extremely beneficial when clicking on Subtotals in the Value tab that it separated a total of what PIP paid, what Cli...
Guest 7 months 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