Ideas & Enhancements
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save filters applied to the Staff Profile screen after closing or refreshing page

Users need to be able to save their filters for showing active users only as a firm does not require seeing inactive staff profiles every time they open the staff profile screen.
Guest 11 months ago in  0

Allow Zip Files to Open in 7-Zip Program Instead of Auto-Download

In Trialworks, I was able to click on a zip link and directly open a folder in 7-zip to review my documents. With Neos, when I click on the link, I have to download it first, then go to the folder and open it. This needlessly takes up server space...
Guest 11 months ago in  0

Add Companion cases to Party Tab

A companion case should automatically be added as a Party to the other companion cases. Some documents can be created to include all companions but in order to create a doc in Case Documents, the individual must be added as a Party to the case. Se...
Guest 11 months ago in  2

Copy Intake Data to Other Intakes

We frequently have to create multiple intakes for the same accident or multiple intakes for one person for different case types. Having to copy the data from one intake too another is extremely time consuming and awkward. Adding a 'Copy Intake Dat...
Guest 11 months ago in  0

An Icon to identify when a case is part of a companion group.

Change the visual of the icon in the left navigation pane of the case to identify when the case is included in a companion group. For instance, a red block like in Needles.
Guest 11 months 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

New report that lists providers and their addresses.

I would like to be able to generate a report that lists all of the medical providers and their contact information for a case. See attachment for an example.
Guest 11 months ago in  0

Add Email More Types

I would like to be able to add more Email types to a contact. Right now there is only Business, Personal, and Other. I would like to add Billing, Reductions, Records, etc. or even an option to type in a custom value like there is in the address, a...
Guest 11 months ago in  1

Ability to filter emails to/from

Want to be able to filter emails to only those to or from a certain person.
Guest 11 months ago in  1