Hi! It would be great if you can give the us the ability to enable certain case type headers to change to different color(s). For ex. if they change from Intake to Minor Case Type, then have a different color header for all minor case types. Curre...
Adding Accident Information Standard Tab to Intakes
For the Accident Information standard tab that was added to cases, it is not possible to add it to any intakes even though it is enabled for the case type. It does not appear in the intake nor is it available as an option in the Intake Layout Mana...
Neos Intake: Quick Add does not include Send Email - PLEASE ADD
It would be very important for us to have Send Email capability within intakes such as we have within Cases using Quick Add. Please include this feature with intakes!
With Neos being a Cloud Based Solution, it makes sense that there may be users in different physical offices. It would be nice to have a way to make a note of which user is in which office. Trialworks has a feature similar to this.
Ability to Mass Update Calendared items in a case to change to canceled or done for when you don't want to delete the calendared items but also want to indicate that it is not an action item.
We need the ability to print all Neos notes instead of having to print individually. Need this for trial prep as well as possible legal malpractice claims. I will note this has been requested since 2020. We need it NOW!
Please add ability to text in a case without having the recipient formally added as a contact. There are many times we need to send a text to someone that we do not need to add as a case contact. Need ability to generate a new text thread from wit...
Document tab Sending Email option need staff assigned
Currently the Document tab Sending Email option only shows the parties/providers/client email in the case. It would help dramatically to also have the staff assigned to the case in the drop-down.
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