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Adjustable font size in Neos

The font size in Neos should be adjustable. At least a couple of sizes to choose from like on a cell phone you can choose the text size.
Guest 9 months ago in  1

Option to open word doc or PDF in native program instead of opening new window in browser

There should be an option to open a word doc or PDF in WORD or Adobe directly instead of opening it in another tab in the browser. WORD documents when opened in the browser look funky and we rarely edit documents in the browser, almost always edit...
Guest almost 4 years ago in General 1

Add ability to duplicate a list tab entry within a case

Help to more efficiently enter data in a List/Entry User definted tab. We use one to track discovery demands and frequently many of the fields are identical (i.e. party serving, date served, date response due, status, etc.), so it would be helpful...
Guest 2 months ago in  0

Link Companion Cases in Browse Case Screen

It would be helpful to link case names to each other in the "case browse" screen using an icon notating a particular case is connected to another case. (example, like in case documents relating to documents) I feel this would be helpful because so...
Guest over 1 year ago in  0

Certification of service Paragraph - counsel name

Since the update in June, defense counsel name is appearing improperly. The name is now appearing last name first, first name last. This working fine before the release and when I called in it (thinking is was a glitch with the update), I was told...
Guest over 1 year ago in  1 Planning to Implement

Changing Email Subject Line in Neos

When trying to email a document, I should have the ability to customize the subject line. This is important because some insurance companies emails are set up so they read the claim number in the email and it and any documents get sent to the corr...
Guest about 2 years ago in  0 In Development

Company favorite reports

Please add the ability to share favorite reports with another user OR have a place to mark company most used/favorites on reports in the back end, so users can be consistent with the typical reports pulled.
Guest 5 months ago in  0

Docusign via intake action from Intake Pro should send staff to docusign before emailing the document

When sending a document via docusign from a case, it will first take you to the docusign site to make any last minute changes (i.e. changing the name format to be first last instead of the default last, first) Sending via docusign from intake acti...
Guest 5 months ago in  0

Employee Action Tracking

Audit on Employee actions above Audit Reports
Guest about 5 years ago in Auditing / General 0 Future consideration

Invoice Payment and GB integration for Deposit

Invoicing with the payment shown before deposit to QuickBooks. If a client pays the in person without Law Pay, the payments does not move to deposit for QB. You cannot change it. Its locked. Then you must manually enter it into QuickBooks or creat...
Guest 5 months ago in  0