Ideas & Enhancements
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Make call logs sync automatically

Sometimes firms will get phone calls from medical providers or other law firms to which the call log for ring central will not attach it automatically to a case since its not going to end up being a saved number attached to a party.
Guest 8 months ago in  0

Only Show Open Appointments on Dashboard "My Appointments"

Presently, the dashboard shows all calendar items under "My Appointments" even those that are completed or have been marked canceled on the calendar. It would be nice to only show open items in the dashboard to reduce clutter and confusion.
Guest about 3 years ago in General 0

See more of the address on search

Currently in Neos we can only see a partial provider address in the search results. I would like to see the full street adress, and, importantly, the company name, which we now cannot even see on the preview. State Farm, for example, has several o...
Guest almost 3 years ago in  2

View Certain Fields On Multiple Tabs

It would be great if a case date could be seen on multiple tabs. Also if filled out on one tab, it should auto update to reflect the same info on another tab.
Guest over 1 year ago in  0

NEOS: Adding Hearing date to case tab should automatically prompt calendar event

It would be nice to be able to add Hearing dates etc. one time only. If we add a date to the case tab, a prompt (or something similar) should appear allowing us to simultaneously add it to the calendar rather than having to add it to both each and...
Guest about 2 years ago in Calendar / Case Tabs 0

Rearrange Tab Order

We would like to be able to put the tabs in a different order that makes more sense to us. For instance, moving one of our user tabs to be listed directly under the Counsel or Case tabs.
Guest about 1 year ago in  0

Import from CSV - Ability to toggle the default address box

When importing intakes from a CSV there are options to map address 1 and address 2 but there is no option to choose which one is the default address. Users are currently forced to manually go into each intake, contact card, or case to manually tog...
Guest about 1 year ago in  0

Advanced Coding Options

I think that there should be the option to have more specific coding options when creating templates for generated documents. For example: using If/Else statements or Boolean variables in order to choose when and how specific information gets pull...
Guest 5 months ago in  0

Neos - Add counts in Settings > Staff > Staff Profiles

Add counts of # of users logged into Neos, # active "Neos Users", and # of active "Active" profiles at the top of the screen that is always visible. Larger firms have a hard time determining if their Neos and Active Users counts match their subscr...
Guest over 1 year ago in  0

Neos - SharePoint Link - Back on Case Tab

With the Jan 25 Update users have to go to the Documents Tab and go to Settings to access SharePoint link for the documents of a case. Users would like to have the hyperlink in the Case Tab again for easier access.
Guest over 3 years ago in General 2