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Ideas & Enhancements


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Ability to compose multiple messages at once

Currently, if you are composing a message, then switch to a case and click 'Add Message' - it overwrites the initial message you are composing (this also occurs if just composing from the message inbox and click 'Add' new message - due to the many...
Guest 2 months ago in  0

Ability for Neos to actually fix their bugs

I encounter a bug in Neos probably every single day. I think that is a sentiment that is felt throughout my firm. We used to send tickets into Neos all the time. The process usually requires multiple phone calls, screen sharing, etc., and is simpl...
Guest about 1 month ago in  1


NEOS APP would be so much easier to navigate when using your cell phone.
Guest 23 days ago in  0

Outlook Add-In: Tagging More than One Email at a Time

It would be a time saver for those who receive a lot of emails to be able to tag more than one email at a time. Currently, it only allows you to select a single email and tag it to a case. When multiple emails are selected, the option to tag is re...
Guest 7 months ago in  1
114 VOTE

Print option in each tab. There should be the ability to print in whichever tab I’m in without having to go to reports and printing.

No description provided
Guest over 2 years ago in General 1 Planning to Implement

Neos outages / redundancy / system status

Can Assembly look into some sort of server upgrades and/or redundancy for Neos so that when the system goes down (or starts DRAGGING like it is today), our entire office doesn't just grind to a halt in the middle of the workday? I know it sounds s...
Guest 4 months ago in  1

Marked redactions editable by other users

Currently, sections marked for redaction can only be removed by the user that marked them (before they are finalized.) We would like for other users to be able to remove those items marked for redaction. A paralegal may go through and mark section...
Guest 4 months ago in  2

Tagging to Companion Cases

Add the ability to tag an email to all of the companion cases at one time with one click.
Guest 11 months ago in Companion Cases 19

Way to Total Up Values by Type and Provider

Helpful in making sure a treatment date was not missed along with knowing a total of how much was charged over the course of treatment.
Guest 9 days ago in  0

Auto Post & Send Messages with specific data from the case

Ability to auto-send a message with specific data from standard/custom tabs (specified by the user) from the case and post to notes based on a specific action (specified by user)
Guest 9 days ago in  0