Ideas & Enhancements
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Needles 5.0

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Neos should allow us to add more than one signature with DocuSign Integration

Currently, we need to go directly through Docusign to add more than one signature in a document. It would be wonderful if we could automatically do this directly from Neos. This would save the firm so much time, and just be simpler. We sometimes n...
Guest 24 days ago in  0

Auto tag emails to notes

I wish there was a way for neos to automatically tag emails to a case - even if it could just tag the replies thread to the case in neos instead of having to tag every email every time.
Guest 24 days ago in  0

dedicated advanced search button

If we could get an "advanced search" button next to the search bar (next to the "Create" drop down), it'd save clicks AND remind folks that Advanced Search is available.
Guest 25 days ago in  0

Be able to select provider address where client treated in each case

It would help with multiple providers and incorrect providers being entered if we could make one contact card and select the location client was seen for in each individual case, or be able to change the default address on a case by case basis ins...
Guest 25 days ago in  0

I'd like to be able to combine documents within Neos rather than downloading them and using Adobe

No description provided
Guest 26 days ago in  1

Add time duration option when creating a new calendar event

When creating a new event, the timing is an automatic 15 minutes. Most, if not all, meetings are not 15 minutes long and it is excessive to have to change the times, am or pm every time. Please add a time duration option to avoid this.
Guest 26 days ago in  0

When sending documents from case tab, Let us know if the file is too large to send!

When e-mailing a large document from Neos, if there is an issue with the document size, Neos should give us a pop up of this. Outlook has a file size limit of 20 MB or less which causes Neos not to attach a file over this size. Then, it looks like...
Guest 26 days ago in  0

Please allow customization in search case panes

Firms would like to be able to make the case panes in search customizable similar to case header. This would help toggle cases seamlessly when a client has several cases with the firm. In particular, we would like to be able to be able to see the ...
Guest 26 days ago in  0

SPLIT DTF among more than one case

When a case expense is entered and a transaction made for it, we need the option to split the DTF value between multiple cases, so we can do that pro-rata accounting on the front end.
Guest 27 days ago in  0

Have cases automatically start by date.

Neos should allow cases to be numbered automatically by the case date, year, month, day. This would allow the number of cases to be much more simple to identify.
Guest 27 days ago in  0