Ideas & Enhancements
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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...
Guest 8 months ago in  0

Ability to rearrange the phone numbers in party tab

As majority of parties have multiple phone numbers, it would be easier to have the ability to rearrange them based on the best # to contact. The top # is what appears when you send a message to call someone so being able to move the best contact ...
Guest over 3 years ago in  0 Already exists

Ability to add Automation to Primary Checklist at Case Type Level, instead of on a case-by-case basis.

For instance, automation would be when a checklist item is marked done it triggers another checklist item to generate and email a document to the client. It might be beneficial to have the ability to apply that automation to the Primary Checklist ...
Guest over 2 years ago in Checklist 4

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!
Guest 6 months ago in  0

Text Message Notifications

Allow notifications of intakes, Neos messages, events, outlook/calendar appointments, etc. to be sent to cell phone via text message.
Guest about 2 years ago in  1

Changing email tag in the mini directories

In the Mini Directories under Note Topics, there should be a way to edit email, email received, and email sent. I'd like to put an exclamation mark in front to bring it to the top of the list.
Guest 6 months ago in  1

Office Location field in Staff Profiles

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.
Guest almost 2 years ago in  0

Print all neos Notes

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!
Guest 11 months ago in  0

Texting to Non-Contact

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...
Guest 11 months ago in  0

Ability to Mass Update Calendared items in a case

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.
Guest about 3 years ago in General 0