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Neos | Add the ability to add providers and parties to mailing lists in bulk.

We would like to be able to add parties and providers to the new mailing lists in bulk. We are aware you can do so using cases, but this is still on a case by case basis. Our firm has thousands of parties and providers, so this process would be sl...
Guest over 1 year ago in  1

Add ability to attach Documents from a case to the "Send Message" after hitting "+"

Add ability to attach Documents to the "Send Message" after hitting "+"
Guest over 1 year ago in  2

OCR/PDF Editor - need ability to add new AND edit existing digital exhibit stickers and bates stamp on exhibits.

We can't edit existing digital exhibit stickers that were previously added in Adobe desktop using typewriter tool. We can technically add new digital exhibit stickers using the Neos PDF Editor typewriter tool, but it is a nightmare to customize th...
Guest over 1 year ago in  1

Check conflict when calendaring an event.

A message will pop up when a new event date and time conflicts with an already scheduled event and will alert the staff member.
Guest over 1 year ago in  0

MERGE provider entries, not just replace

Sometimes a duplicate provider entry gets made, and one will have the phone number only and the other will have the address only. Would love a MERGE function where the two can be combined with selection options for what data to keep, and auto-dele...
Guest over 1 year ago in  1

Documents Merge - Into One

Allow option to merge documents into one document without having to leave the merge process. You can only combine via PDF Editor which is another step and Premium Package.
Guest over 1 year ago in  0

Adding a default column design for case tabs

Add a way to default the columns in a tab within a case.
Guest almost 2 years ago in  0

PDF Editor - Font Style/Size Change

Requesting the ability to change the font style or size of text in a document.
Guest almost 2 years ago in  0

Neos - Add 'Quick Note' to Intakes

Add the ability to have a Quick Note in the header of the Intake (like a case)
Guest almost 2 years ago in  2

Open Checklist Summary

Allow Open Checklist Summary end date to be selected without setting a beginning date. You can set a beginning date without an end date; why not be able to set an end date without having to set a beginning date.
Guest almost 2 years ago in Checklist 0