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Ideas & Enhancements


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Case Field type Money

If it is $24,864.27 (it allows a period) then it looks like 24864.27. Can we make it so that when the page is saved the system puts in the comma(s), and dollar sign?
Guest about 2 months ago in  0

Adding the ability to have an announcement pop up at login or schedule time.

As everyone’s workforce is changing being able to notify everyone about an event or just post important information it would be helpful to have a spot under the Firm Preferences to have an announcement pop up at login or schedule time.
Guest about 2 months ago in  0

Having the ability under a case to add documents to a linked party

The goal with this is to help create a folder structure/SharePoint container that has all of the pertinent information in a case but allows us to separate the information for each Party role like witness/defendants/etc.. under that case. This woul...
Guest about 2 months ago in  1

Layout Manager: Allow for the ability to copy sections between case/matter types

It would be very beneficial if we had the ability to select a section from one case/matter type and select an option to copy it to another case/matter type to help with screen layout consistency.
Guest 2 months ago in  0

Neos Value Notes (header)

When reviewing the value notes (verifications) for each individual provider for a client, we are unable to see which providers we are looking at unless staff adds it to the top of the note. We then have to back out of the Value note and go back to...
Guest about 2 months ago in  1

Should be able to move tabs

Though this may be a small detail, it would make the user interface a little better. We should be able to reorder and organize the tabs at the top of the page for the different sections we are in (i.e. cases, intakes, checklist, etc.) Currently, t...
Guest 28 days ago in  0

Administrator permission to force a log out of a user if they are found to be logged on in more than one location.

A functionality in Needles that is not present in NEOS, is the ability to force out a user. Should a user have left themselves logged on in a location besides their main workstation or are logged on in multiple locations, it could be seen as a sec...
Guest 17 days ago in  0

Document Details Subject & notes area @mentions

Adding the ability to add the @mention to Document Details Subject & notes area to help identify the new items that have been added that need review.
Guest 3 months ago in  0
185 VOTE

NEOS - Dark Mode

The new design is great but VERY bright. I feel a dark mode option would be very well received.
Guest about 2 years ago in General 11 Future consideration

Accounting tab saving filters

When we log out and back into Neos we have to reset the accounting tabs filters. This becomes frustrating as by default it shows posted and pending checks and having the filters save would save us time having to put the filters back to only show p...
Guest about 1 month ago in Accounting Integrations 2